Apriem 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 | $4.94M | Sell |
23,585
-83
| -0.4% | -$17.4K | 0.53% | 39 |
|
|
2025
Q1 | $4.04M | Sell |
23,668
-1,490
| -6% | -$254K | 0.47% | 44 |
|
|
2024
Q4 | $4.45M | Buy |
25,158
+1,828
| +8% | +$324K | 0.51% | 42 |
|
|
2024
Q3 | $3.55M | Sell |
23,330
-113
| -0.5% | -$17.2K | 0.41% | 44 |
|
|
2024
Q2 | $4.27M | Buy |
23,443
+713
| +3% | +$130K | 0.52% | 40 |
|
|
2024
Q1 | $4.39M | Buy |
22,730
+774
| +4% | +$149K | 0.55% | 37 |
|
|
2023
Q4 | $5.72M | Buy |
21,956
+8,268
| +60% | +$2.16M | 0.76% | 30 |
|
|
2023
Q3 | $2.62M | Sell |
13,688
-539
| -4% | -$103K | 0.38% | 42 |
|
|
2023
Q2 | $3M | Buy |
14,227
+99
| +0.7% | +$20.9K | 0.45% | 40 |
|
|
2023
Q1 | $3M | Buy |
14,128
+116
| +0.8% | +$24.6K | 0.48% | 42 |
|
|
2022
Q4 | $2.67M | Sell |
14,012
-583
| -4% | -$111K | 0.46% | 39 |
|
|
2022
Q3 | $1.77M | Sell |
14,595
-75
| -0.5% | -$9.08K | 0.32% | 44 |
|
|
2022
Q2 | $2.01M | Sell |
14,670
-626
| -4% | -$85.6K | 0.35% | 42 |
|
|
2022
Q1 | $2.93M | Buy |
15,296
+1,233
| +9% | +$236K | 0.43% | 39 |
|
|
2021
Q4 | $2.83M | Buy |
14,063
+433
| +3% | +$87.2K | 0.4% | 39 |
|
|
2021
Q3 | $3M | Sell |
13,630
-68
| -0.5% | -$15K | 0.43% | 35 |
|
|
2021
Q2 | $3.28M | Sell |
13,698
-61
| -0.4% | -$14.6K | 0.49% | 35 |
|
|
2021
Q1 | $3.51M | Buy |
13,759
+286
| +2% | +$72.9K | 0.54% | 32 |
|
|
2020
Q4 | $2.88M | Sell |
13,473
-74
| -0.5% | -$15.8K | 0.51% | 32 |
|
|
2020
Q3 | $2.24M | Buy |
13,547
+782
| +6% | +$129K | 0.41% | 37 |
|
|
2020
Q2 | $2.34M | Sell |
12,765
-167
| -1% | -$30.6K | 0.48% | 35 |
|
|
2020
Q1 | $1.93M | Buy |
12,932
+1,774
| +16% | +$265K | 0.47% | 37 |
|
|
2019
Q4 | $3.64M | Buy |
11,158
+146
| +1% | +$47.6K | 0.7% | 27 |
|
|
2019
Q3 | $4.19M | Buy |
11,012
+8,167
| +287% | +$3.11M | 0.93% | 28 |
|
|
2019
Q2 | $1.04M | Buy |
2,845
+803
| +39% | +$292K | 0.32% | 52 |
|
|
2019
Q1 | $779K | Sell |
2,042
-417
| -17% | -$159K | 0.21% | 59 |
|
|
2018
Q4 | $793K | Buy |
2,459
+31
| +1% | +$10K | 0.28% | 59 |
|
|
2018
Q3 | $903K | Buy |
2,428
+207
| +9% | +$77K | 0.2% | 61 |
|
|
2018
Q2 | $745K | Sell |
2,221
-38
| -2% | -$12.7K | 0.17% | 62 |
|
|
2018
Q1 | $741K | Sell |
2,259
-815
| -27% | -$267K | 0.18% | 57 |
|
|
2017
Q4 | $907K | Buy |
3,074
+740
| +32% | +$218K | 0.22% | 51 |
|
|
2017
Q3 | $593K | Buy |
2,334
+959
| +70% | +$244K | 0.15% | 64 |
|
|
2017
Q2 | $272K | Buy |
1,375
+143
| +12% | +$28.3K | 0.07% | 104 |
|
|
2017
Q1 | $218K | Buy |
1,232
+95
| +8% | +$16.8K | 0.06% | 118 |
|
|
2016
Q4 | $177K | Sell |
1,137
-274
| -19% | -$42.7K | 0.05% | 129 |
|
|
2016
Q3 | $186K | Sell |
1,411
-1,265
| -47% | -$167K | 0.06% | 119 |
|
|
2016
Q2 | $348K | Buy |
2,676
+826
| +45% | +$107K | 0.11% | 77 |
|
|
2016
Q1 | $235K | Buy |
1,850
+658
| +55% | +$83.6K | 0.09% | 87 |
|
|
2015
Q4 | $172K | Buy |
1,192
+30
| +3% | +$4.33K | 0.06% | 105 |
|
|
2015
Q3 | $152K | Sell |
1,162
-90
| -7% | -$11.8K | 0.06% | 111 |
|
|
2015
Q2 | $174K | Buy |
1,252
+54
| +5% | +$7.51K | 0.06% | 102 |
|
|
2015
Q1 | $180K | Buy |
1,198
+41
| +4% | +$6.16K | 0.06% | 107 |
|
|
2014
Q4 | $150K | Buy |
1,157
+1
| +0.1% | +$130 | 0.06% | 111 |
|
|
2014
Q3 | $147K | Sell |
1,156
-2,691
| -70% | -$342K | 0.06% | 119 |
|
|
2014
Q2 | $489K | Sell |
3,847
-199
| -5% | -$25.3K | 0.19% | 81 |
|
|
2014
Q1 | $508K | Buy |
4,046
+2
| +0% | +$251 | 0.19% | 82 |
|
|
2013
Q4 | $552K | Hold |
4,044
| – | – | 0.22% | 72 |
|
|
2013
Q3 | $475K | Sell |
4,044
-35
| -0.9% | -$4.11K | 0.21% | 73 |
|
|
2013
Q2 | $418K | Buy |
+4,079
| New | +$418K | 0.2% | 76 |
|