Center for Financial Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $165K | Sell |
829
-5
| -0.6% | -$1.14K | 0.02% | 183 |
|
|
2025
Q4 | $181K | Buy |
834
+392
| +89% | +$80.6K | 0.02% | 179 |
|
|
2025
Q3 | $95.4K | Hold |
442
| – | – | 0.01% | 231 |
|
|
2025
Q2 | $92.6K | Sell |
442
-60
| -12% | -$11.3K | 0.01% | 226 |
|
|
2025
Q1 | $85.6K | Sell |
502
-60
| -11% | -$10.4K | 0.01% | 221 |
|
|
2024
Q4 | $99.5K | Buy |
562
+60
| +12% | +$9.42K | 0.01% | 196 |
|
|
2024
Q3 | $76.3K | Sell |
502
-364
| -42% | -$62.4K | 0.01% | 205 |
|
|
2024
Q2 | $158K | Sell |
866
-262
| -23% | -$46.7K | 0.02% | 157 |
|
|
2024
Q1 | $218K | Buy |
1,128
+7
| +0.6% | +$1.44K | 0.03% | 142 |
|
|
2023
Q4 | $292K | Hold |
1,121
| – | – | 0.05% | 117 |
|
|
2023
Q3 | $215K | Hold |
1,121
| – | – | 0.05% | 129 |
|
|
2023
Q2 | $237K | Hold |
1,121
| – | – | 0.05% | 124 |
|
|
2023
Q1 | $238K | Sell |
1,121
-100
| -8% | -$20.8K | 0.05% | 124 |
|
|
2022
Q4 | $233K | Hold |
1,221
| – | – | 0.06% | 122 |
|
|
2022
Q3 | $148K | Hold |
1,221
| – | – | 0.04% | 139 |
|
|
2022
Q2 | $167K | Hold |
1,221
| – | – | 0.04% | 131 |
|
|
2022
Q1 | $234K | Buy |
1,221
+441
| +57% | +$88.5K | 0.05% | 124 |
|
|
2021
Q4 | $157K | Sell |
780
-573
| -42% | -$121K | 0.03% | 145 |
|
|
2021
Q3 | $298K | Sell |
1,353
-114
| -8% | -$25.4K | 0.07% | 102 |
|
|
2021
Q2 | $352K | Sell |
1,467
-100
| -6% | -$24.2K | 0.09% | 93 |
|
|
2021
Q1 | $399K | Sell |
1,567
-60
| -4% | -$13.3K | 0.1% | 87 |
|
|
2020
Q4 | $348K | Sell |
1,627
-57
| -3% | -$11K | 0.1% | 86 |
|
|
2020
Q3 | $278K | Hold |
1,684
| – | – | 0.09% | 92 |
|
|
2020
Q2 | $309K | Hold |
1,684
| – | – | 0.11% | 84 |
|
|
2020
Q1 | $251K | Sell |
1,684
-303
| -15% | -$82.9K | 0.08% | 96 |
|
|
2019
Q4 | $647K | Buy |
+1,987
| New | +$703K | 0.16% | 56 |
|
Other funds holding BA
VCM
VPM
