Clearstead Advisors’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 | $4.44M | Buy |
22,290
+893
| +4% | +$203K | 0.05% | 250 |
|
|
2025
Q4 | $4.65M | Buy |
21,397
+2,398
| +13% | +$493K | 0.06% | 210 |
|
|
2025
Q3 | $4.1M | Sell |
18,999
-708
| -4% | -$160K | 0.06% | 217 |
|
|
2025
Q2 | $4.13M | Buy |
19,707
+10,211
| +108% | +$1.93M | 0.06% | 215 |
|
|
2025
Q1 | $1.62M | Buy |
9,496
+91
| +1% | +$15.8K | 0.03% | 336 |
|
|
2024
Q4 | $1.66M | Sell |
9,405
-2,351
| -20% | -$369K | 0.03% | 322 |
|
|
2024
Q3 | $1.79M | Sell |
11,756
-306
| -3% | -$52.5K | 0.03% | 317 |
|
|
2024
Q2 | $2.2M | Buy |
12,062
+10,438
| +643% | +$1.86M | 0.04% | 266 |
|
|
2024
Q1 | $290K | Sell |
1,624
-29
| -2% | -$5.96K | 0.01% | 408 |
|
|
2023
Q4 | $431K | Sell |
1,653
-1,205
| -42% | -$258K | 0.02% | 333 |
|
|
2023
Q3 | $548K | Buy |
2,858
+1,534
| +116% | +$336K | 0.02% | 391 |
|
|
2023
Q2 | $280K | Sell |
1,324
-1,014
| -43% | -$211K | 0.02% | 385 |
|
|
2023
Q1 | $497K | Sell |
2,338
-1,465
| -39% | -$304K | 0.04% | 261 |
|
|
2022
Q4 | $724K | Buy |
3,803
+406
| +12% | +$66.4K | 0.06% | 204 |
|
|
2022
Q3 | $411K | Sell |
3,397
-450
| -12% | -$69K | 0.04% | 256 |
|
|
2022
Q2 | $526K | Sell |
3,847
-507
| -12% | -$74.8K | 0.04% | 242 |
|
|
2022
Q1 | $834K | Buy |
4,354
+1,251
| +40% | +$251K | 0.06% | 199 |
|
|
2021
Q4 | $625K | Sell |
3,103
-72
| -2% | -$15.2K | 0.04% | 227 |
|
|
2021
Q3 | $698K | Sell |
3,175
-1,077
| -25% | -$240K | 0.05% | 208 |
|
|
2021
Q2 | $1.02M | Buy |
4,252
+127
| +3% | +$30.7K | 0.08% | 166 |
|
|
2021
Q1 | $1.05M | Buy |
4,125
+80
| +2% | +$17.8K | 0.09% | 154 |
|
|
2020
Q4 | $866K | Buy |
4,045
+456
| +13% | +$87.7K | 0.08% | 161 |
|
|
2020
Q3 | $593K | Sell |
3,589
-8,471
| -70% | -$1.44M | 0.06% | 165 |
|
|
2020
Q2 | $2.21M | Buy |
12,060
+7,366
| +157% | +$1.13M | 0.26% | 80 |
|
|
2020
Q1 | $700K | Sell |
4,694
-1,378
| -23% | -$377K | 0.1% | 136 |
|
|
2019
Q4 | $1.98M | Hold |
6,072
| – | – | 0.24% | 84 |
|
|
2019
Q3 | $2.31M | Buy |
6,072
+30
| +0.5% | +$10.7K | 0.31% | 68 |
|
|
2019
Q2 | $2.2M | Buy |
6,042
+1,714
| +40% | +$625K | 0.29% | 70 |
|
|
2019
Q1 | $1.65M | Sell |
4,328
-181
| -4% | -$69.7K | 0.23% | 85 |
|
|
2018
Q4 | $1.45M | Buy |
4,509
+395
| +10% | +$136K | 0.23% | 84 |
|
|
2018
Q3 | $1.53M | Sell |
4,114
-50
| -1% | -$17.6K | 0.21% | 87 |
|
|
2018
Q2 | $1.4M | Buy |
4,164
+10
| +0.2% | +$3.44K | 0.2% | 83 |
|
|
2018
Q1 | $1.36M | Buy |
4,154
+163
| +4% | +$55.1K | 0.2% | 88 |
|
|
2017
Q4 | $1.18M | Sell |
3,991
-3
| -0.1% | -$812 | 0.16% | 94 |
|
|
2017
Q3 | $1.01M | Sell |
3,994
-958
| -19% | -$223K | 0.13% | 119 |
|
|
2017
Q2 | $979K | Buy |
4,952
+282
| +6% | +$52.5K | 0.14% | 109 |
|
|
2017
Q1 | $826K | Buy |
4,670
+707
| +18% | +$120K | 0.12% | 113 |
|
|
2016
Q4 | $617K | Buy |
+3,963
| New | +$579K | 0.1% | 117 |
|
Other funds holding BA
VCM
VPM
