Bourgeon Capital Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,390
| Closed | -$423K | – | 109 |
|
|
2024
Q4 | $423K | Buy |
+2,390
| New | +$423K | 0.08% | 97 |
|
|
2024
Q2 | – | Sell |
-1,253
| Closed | -$242K | – | 112 |
|
|
2024
Q1 | $242K | Buy |
+1,253
| New | +$242K | 0.05% | 102 |
|
|
2023
Q4 | – | Sell |
-3,585
| Closed | -$687K | – | 403 |
|
|
2023
Q3 | $687K | Buy |
3,585
+1,000
| +39% | +$192K | 0.16% | 67 |
|
|
2023
Q2 | $546K | Hold |
2,585
| – | – | 0.13% | 72 |
|
|
2023
Q1 | $549K | Hold |
2,585
| – | – | 0.13% | 68 |
|
|
2022
Q4 | $492K | Buy |
+2,585
| New | +$492K | 0.12% | 73 |
|
|
2020
Q2 | – | Sell |
-69
| Closed | -$10K | – | 254 |
|
|
2020
Q1 | $10K | Buy |
+69
| New | +$10K | 0.01% | 180 |
|
|
2019
Q1 | – | Sell |
-865
| Closed | -$279K | – | 73 |
|
|
2018
Q4 | $279K | Buy |
+865
| New | +$279K | 0.18% | 53 |
|