Cohen Investment 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 | $2.74M | Buy |
13,090
+643
| +5% | +$135K | 1.43% | 34 |
|
|
2025
Q1 | $2.12M | Buy |
12,447
+1,804
| +17% | +$308K | 1.23% | 38 |
|
|
2024
Q4 | $1.88M | Sell |
10,643
-925
| -8% | -$164K | 1.14% | 39 |
|
|
2024
Q3 | $1.76M | Buy |
11,568
+2,074
| +22% | +$315K | 1.08% | 39 |
|
|
2024
Q2 | $1.82M | Sell |
9,494
-937
| -9% | -$180K | 1.46% | 33 |
|
|
2024
Q1 | $2.01M | Buy |
10,431
+751
| +8% | +$145K | 1.3% | 38 |
|
|
2023
Q4 | $2.52M | Buy |
9,680
+186
| +2% | +$48.5K | 1.86% | 23 |
|
|
2023
Q3 | $1.82M | Buy |
9,494
+981
| +12% | +$188K | 1.46% | 33 |
|
|
2023
Q2 | $1.8M | Sell |
8,513
-979
| -10% | -$207K | 1.45% | 35 |
|
|
2023
Q1 | $2.02M | Sell |
9,492
-173
| -2% | -$36.8K | 1.59% | 30 |
|
|
2022
Q4 | $1.84M | Buy |
9,665
+248
| +3% | +$47.2K | 1.53% | 30 |
|
|
2022
Q3 | $1.14M | Buy |
9,417
+145
| +2% | +$17.6K | 1.05% | 40 |
|
|
2022
Q2 | $1.27M | Buy |
9,272
+465
| +5% | +$63.6K | 1.09% | 40 |
|
|
2022
Q1 | $1.69M | Buy |
8,807
+53
| +0.6% | +$10.1K | 1.25% | 39 |
|
|
2021
Q4 | $1.76M | Buy |
8,754
+240
| +3% | +$48.3K | 1.26% | 39 |
|
|
2021
Q3 | $1.87M | Buy |
8,514
+94
| +1% | +$20.7K | 1.44% | 40 |
|
|
2021
Q2 | $2.02M | Buy |
8,420
+1,345
| +19% | +$322K | 1.57% | 35 |
|
|
2021
Q1 | $1.77M | Buy |
7,075
+324
| +5% | +$81.2K | 1.44% | 37 |
|
|
2020
Q4 | $1.45M | Buy |
+6,751
| New | +$1.45M | 1.3% | 37 |
|