BFIM
Beese Fulmer Investment Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
9,172
+572
| +7% | +$120K | 0.14% | 107 |
|
|
2025
Q1 | $1.47M | Sell |
8,600
-11
| -0.1% | -$1.88K | 0.13% | 105 |
|
|
2024
Q4 | $1.52M | Sell |
8,611
-19
| -0.2% | -$3.36K | 0.13% | 98 |
|
|
2024
Q3 | $1.31M | Sell |
8,630
-219
| -2% | -$33.3K | 0.11% | 108 |
|
|
2024
Q2 | $1.61M | Sell |
8,849
-37,253
| -81% | -$6.78M | 0.15% | 94 |
|
|
2024
Q1 | $8.9M | Buy |
46,102
+2,007
| +5% | +$387K | 0.84% | 46 |
|
|
2023
Q4 | $11.5M | Buy |
44,095
+2,371
| +6% | +$618K | 1.19% | 31 |
|
|
2023
Q3 | $8M | Sell |
41,724
-260
| -0.6% | -$49.8K | 0.9% | 43 |
|
|
2023
Q2 | $8.87M | Sell |
41,984
-301
| -0.7% | -$63.6K | 0.96% | 41 |
|
|
2023
Q1 | $8.98M | Buy |
42,285
+1,406
| +3% | +$299K | 1.03% | 40 |
|
|
2022
Q4 | $7.79M | Buy |
40,879
+735
| +2% | +$140K | 0.94% | 42 |
|
|
2022
Q3 | $4.86M | Buy |
40,144
+336
| +0.8% | +$40.7K | 0.65% | 51 |
|
|
2022
Q2 | $5.44M | Sell |
39,808
-1,613
| -4% | -$221K | 0.7% | 50 |
|
|
2022
Q1 | $7.93M | Buy |
41,421
+171
| +0.4% | +$32.7K | 0.86% | 41 |
|
|
2021
Q4 | $8.3M | Buy |
41,250
+178
| +0.4% | +$35.8K | 0.86% | 40 |
|
|
2021
Q3 | $9.03M | Buy |
41,072
+497
| +1% | +$109K | 1.02% | 32 |
|
|
2021
Q2 | $9.72M | Buy |
40,575
+1,100
| +3% | +$264K | 1.1% | 27 |
|
|
2021
Q1 | $10.1M | Buy |
39,475
+2,461
| +7% | +$627K | 1.21% | 24 |
|
|
2020
Q4 | $7.92M | Buy |
37,014
+1,039
| +3% | +$222K | 1.01% | 33 |
|
|
2020
Q3 | $5.95M | Sell |
35,975
-1,052
| -3% | -$174K | 0.84% | 42 |
|
|
2020
Q2 | $6.79M | Sell |
37,027
-834
| -2% | -$153K | 1% | 35 |
|
|
2020
Q1 | $5.65M | Buy |
37,861
+638
| +2% | +$95.2K | 1% | 37 |
|
|
2019
Q4 | $12.1M | Buy |
37,223
+12
| +0% | +$3.91K | 1.7% | 11 |
|
|
2019
Q3 | $14.2M | Buy |
37,211
+959
| +3% | +$365K | 2.13% | 7 |
|
|
2019
Q2 | $13.2M | Sell |
36,252
-75
| -0.2% | -$27.3K | 2.5% | 6 |
|
|
2019
Q1 | $13.9M | Sell |
36,327
-436
| -1% | -$166K | 2.73% | 3 |
|
|
2018
Q4 | $11.9M | Buy |
36,763
+310
| +0.9% | +$100K | 2.67% | 5 |
|
|
2018
Q3 | $13.6M | Buy |
36,453
+503
| +1% | +$187K | 2.66% | 4 |
|
|
2018
Q2 | $12.1M | Buy |
35,950
+290
| +0.8% | +$97.3K | 2.53% | 4 |
|
|
2018
Q1 | $11.7M | Sell |
35,660
-461
| -1% | -$151K | 2.56% | 3 |
|
|
2017
Q4 | $10.7M | Sell |
36,121
-222
| -0.6% | -$65.5K | 2.28% | 7 |
|
|
2017
Q3 | $9.24M | Buy |
36,343
+882
| +2% | +$224K | 2.11% | 8 |
|
|
2017
Q2 | $7.01M | Sell |
35,461
-1,002
| -3% | -$198K | 1.67% | 16 |
|
|
2017
Q1 | $6.45M | Sell |
36,463
-305
| -0.8% | -$53.9K | 1.57% | 17 |
|
|
2016
Q4 | $5.72M | Buy |
36,768
+416
| +1% | +$64.8K | 1.48% | 20 |
|
|
2016
Q3 | $4.79M | Buy |
36,352
+450
| +1% | +$59.3K | 1.29% | 29 |
|
|
2016
Q2 | $4.66M | Buy |
35,902
+240
| +0.7% | +$31.2K | 1.32% | 27 |
|
|
2016
Q1 | $4.56M | Buy |
35,662
+656
| +2% | +$83.9K | 1.33% | 25 |
|
|
2015
Q4 | $5.06M | Buy |
35,006
+315
| +0.9% | +$45.6K | 1.56% | 19 |
|
|
2015
Q3 | $4.54M | Buy |
34,691
+1,442
| +4% | +$189K | 1.49% | 21 |
|
|
2015
Q2 | $4.61M | Sell |
33,249
-1,327
| -4% | -$184K | 1.48% | 19 |
|
|
2015
Q1 | $5.19M | Sell |
34,576
-687
| -2% | -$103K | 1.73% | 18 |
|
|
2014
Q4 | $4.58M | Buy |
35,263
+432
| +1% | +$56.1K | 1.44% | 20 |
|
|
2014
Q3 | $4.44M | Buy |
34,831
+1,087
| +3% | +$138K | 1.44% | 19 |
|
|
2014
Q2 | $4.29M | Sell |
33,744
-76
| -0.2% | -$9.67K | 1.39% | 19 |
|
|
2014
Q1 | $4.24M | Buy |
33,820
+2,085
| +7% | +$262K | 1.48% | 18 |
|
|
2013
Q4 | $4.33M | Sell |
31,735
-83
| -0.3% | -$11.3K | 1.54% | 18 |
|
|
2013
Q3 | $3.74M | Sell |
31,818
-341
| -1% | -$40.1K | 1.47% | 18 |
|
|
2013
Q2 | $3.29M | Buy |
+32,159
| New | +$3.29M | 1.41% | 21 |
|