Birch Hill Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-970
| Closed | -$253K | – | 173 |
|
|
2023
Q4 | $253K | Buy |
+970
| New | +$253K | 0.01% | 145 |
|
|
2023
Q3 | – | Sell |
-970
| Closed | -$205K | – | 157 |
|
|
2023
Q2 | $205K | Hold |
970
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $206K | Buy |
+970
| New | +$206K | 0.01% | 157 |
|
|
2022
Q2 | – | Sell |
-1,170
| Closed | -$224K | – | 154 |
|
|
2022
Q1 | $224K | Buy |
+1,170
| New | +$224K | 0.01% | 157 |
|
|
2020
Q1 | – | Sell |
-4,512
| Closed | -$1.47M | – | 133 |
|
|
2019
Q4 | $1.47M | Sell |
4,512
-25
| -0.6% | -$8.15K | 0.1% | 80 |
|
|
2019
Q3 | $1.73M | Hold |
4,537
| – | – | 0.12% | 73 |
|
|
2019
Q2 | $1.65M | Hold |
4,537
| – | – | 0.12% | 74 |
|
|
2019
Q1 | $1.73M | Sell |
4,537
-150
| -3% | -$57.2K | 0.13% | 74 |
|
|
2018
Q4 | $1.51M | Sell |
4,687
-32
| -0.7% | -$10.3K | 0.13% | 76 |
|
|
2018
Q3 | $1.76M | Hold |
4,719
| – | – | 0.13% | 76 |
|
|
2018
Q2 | $1.58M | Sell |
4,719
-50
| -1% | -$16.8K | 0.13% | 74 |
|
|
2018
Q1 | $1.56M | Buy |
4,769
+190
| +4% | +$62.3K | 0.13% | 71 |
|
|
2017
Q4 | $1.35M | Sell |
4,579
-128
| -3% | -$37.7K | 0.11% | 70 |
|
|
2017
Q3 | $1.2M | Sell |
4,707
-350
| -7% | -$89K | 0.1% | 73 |
|
|
2017
Q2 | $1M | Hold |
5,057
| – | – | 0.09% | 78 |
|
|
2017
Q1 | $894K | Buy |
5,057
+175
| +4% | +$30.9K | 0.08% | 80 |
|
|
2016
Q4 | $760K | Hold |
4,882
| – | – | 0.07% | 84 |
|
|
2016
Q3 | $643K | Hold |
4,882
| – | – | 0.06% | 88 |
|
|
2016
Q2 | $634K | Sell |
4,882
-209
| -4% | -$27.1K | 0.06% | 88 |
|
|
2016
Q1 | $646K | Sell |
5,091
-100
| -2% | -$12.7K | 0.07% | 87 |
|
|
2015
Q4 | $751K | Buy |
5,191
+109
| +2% | +$15.8K | 0.08% | 85 |
|
|
2015
Q3 | $665K | Hold |
5,082
| – | – | 0.07% | 89 |
|
|
2015
Q2 | $705K | Sell |
5,082
-150
| -3% | -$20.8K | 0.07% | 93 |
|
|
2015
Q1 | $785K | Hold |
5,232
| – | – | 0.08% | 90 |
|
|
2014
Q4 | $680K | Sell |
5,232
-100
| -2% | -$13K | 0.07% | 95 |
|
|
2014
Q3 | $679K | Hold |
5,332
| – | – | 0.07% | 94 |
|
|
2014
Q2 | $678K | Hold |
5,332
| – | – | 0.07% | 90 |
|
|
2014
Q1 | $669K | Sell |
5,332
-170
| -3% | -$21.3K | 0.07% | 90 |
|
|
2013
Q4 | $751K | Buy |
5,502
+200
| +4% | +$27.3K | 0.08% | 92 |
|
|
2013
Q3 | $623K | Sell |
5,302
-530
| -9% | -$62.3K | 0.07% | 97 |
|
|
2013
Q2 | $597K | Buy |
+5,832
| New | +$597K | 0.07% | 97 |
|