Annis Gardner Whiting Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
3,295
+179
| +6% | +$37.5K | 0.24% | 89 |
|
|
2025
Q1 | $531K | Sell |
3,116
-162
| -5% | -$27.6K | 0.22% | 93 |
|
|
2024
Q4 | $580K | Buy |
3,278
+143
| +5% | +$25.3K | 0.16% | 115 |
|
|
2024
Q3 | $477K | Buy |
3,135
+105
| +3% | +$16K | 0.13% | 132 |
|
|
2024
Q2 | $551K | Buy |
3,030
+2,814
| +1,303% | +$512K | 0.16% | 115 |
|
|
2024
Q1 | $41.7K | Sell |
216
-217
| -50% | -$41.9K | 0.01% | 409 |
|
|
2023
Q4 | $113K | Buy |
433
+68
| +19% | +$17.7K | 0.05% | 203 |
|
|
2023
Q3 | $70K | Buy |
+365
| New | +$70K | 0.04% | 251 |
|