BAM
Bellevue Asset Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Sell |
814
-130
| -14% | -$27.2K | 0.08% | 81 |
|
|
2025
Q1 | $161K | Sell |
944
-61
| -6% | -$10.4K | 0.09% | 81 |
|
|
2024
Q4 | $178K | Sell |
1,005
-64
| -6% | -$11.3K | 0.09% | 72 |
|
|
2024
Q3 | $163K | Hold |
1,069
| – | – | 0.08% | 76 |
|
|
2024
Q2 | $195K | Sell |
1,069
-286
| -21% | -$52.1K | 0.11% | 68 |
|
|
2024
Q1 | $262K | Sell |
1,355
-16
| -1% | -$3.09K | 0.15% | 57 |
|
|
2023
Q4 | $357K | Sell |
1,371
-13
| -0.9% | -$3.39K | 0.32% | 46 |
|
|
2023
Q3 | $265K | Sell |
1,384
-4
| -0.3% | -$767 | 0.18% | 46 |
|
|
2023
Q2 | $293K | Sell |
1,388
-30
| -2% | -$6.34K | 0.18% | 45 |
|
|
2023
Q1 | $301K | Sell |
1,418
-16
| -1% | -$3.4K | 0.2% | 43 |
|
|
2022
Q4 | $271K | Hold |
1,434
| – | – | 0.21% | 45 |
|
|
2022
Q3 | $180K | Sell |
1,434
-47
| -3% | -$5.9K | 0.14% | 60 |
|
|
2022
Q2 | $194K | Hold |
1,481
| – | – | 0.14% | 63 |
|
|
2022
Q1 | $287K | Sell |
1,481
-111
| -7% | -$21.5K | 0.18% | 55 |
|
|
2021
Q4 | $321K | Hold |
1,592
| – | – | 0.19% | 55 |
|
|
2021
Q3 | $353K | Sell |
1,592
-60
| -4% | -$13.3K | 0.22% | 52 |
|
|
2021
Q2 | $396K | Sell |
1,652
-290
| -15% | -$69.5K | 0.24% | 49 |
|
|
2021
Q1 | $496K | Sell |
1,942
-735
| -27% | -$188K | 0.31% | 43 |
|
|
2020
Q4 | $543K | Sell |
2,677
-195
| -7% | -$39.6K | 0.33% | 40 |
|
|
2020
Q3 | $475K | Buy |
2,872
+19
| +0.7% | +$3.14K | 0.33% | 44 |
|
|
2020
Q2 | $523K | Sell |
2,853
-273
| -9% | -$50K | 0.54% | 37 |
|
|
2020
Q1 | $402K | Buy |
3,126
+363
| +13% | +$46.7K | 0.42% | 45 |
|
|
2019
Q4 | $900K | Buy |
+2,763
| New | +$900K | 0.69% | 28 |
|