Claris Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
3,174
-62
| -2% | -$13K | 0.23% | 35 |
|
|
2025
Q1 | $552K | Buy |
3,236
+1,174
| +57% | +$200K | 0.21% | 42 |
|
|
2024
Q4 | $365K | Sell |
2,062
-237
| -10% | -$41.9K | 0.14% | 46 |
|
|
2024
Q3 | $350K | Buy |
2,299
+289
| +14% | +$43.9K | 0.15% | 39 |
|
|
2024
Q2 | $366K | Buy |
2,010
+10
| +0.5% | +$1.82K | 0.19% | 37 |
|
|
2024
Q1 | $386K | Sell |
2,000
-25
| -1% | -$4.83K | 0.19% | 35 |
|
|
2023
Q4 | $528K | Sell |
2,025
-66
| -3% | -$17.2K | 0.29% | 27 |
|
|
2023
Q3 | $401K | Buy |
2,091
+66
| +3% | +$12.7K | 0.26% | 27 |
|
|
2023
Q2 | $428K | Buy |
2,025
+25
| +1% | +$5.28K | 0.3% | 25 |
|
|
2023
Q1 | $425K | Sell |
2,000
-62
| -3% | -$13.2K | 0.32% | 22 |
|
|
2022
Q4 | $393K | Sell |
2,062
-500
| -20% | -$95.2K | 0.37% | 27 |
|
|
2022
Q3 | $310K | Hold |
2,562
| – | – | 0.36% | 26 |
|
|
2022
Q2 | $350K | Hold |
2,562
| – | – | 0.38% | 23 |
|
|
2022
Q1 | $491K | Hold |
2,562
| – | – | 0.52% | 18 |
|
|
2021
Q4 | $516K | Buy |
+2,562
| New | +$516K | 0.55% | 14 |
|