Claris Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$665K Hold
2025
Q2
$665K Sell
2025
Q1
$552K Buy
2024
Q4
$365K Sell
2024
Q3
$350K Buy
2024
Q2
$366K Buy
2024
Q1
$386K Sell
2023
Q4
$528K Sell
2023
Q3
$401K Buy
2023
Q2
$428K Buy
2023
Q1
$425K Sell
2022
Q4
$393K Sell
2022
Q3
$310K Hold
2022
Q2
$350K Hold
2022
Q1
$491K Hold
2021
Q4
$516K Buy