Court Place Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,765
| Closed | -$268K | – | 153 |
|
|
2024
Q3 | $268K | Buy |
1,765
+145
| +9% | +$22K | 0.08% | 142 |
|
|
2024
Q2 | $295K | Buy |
1,620
+50
| +3% | +$9.1K | 0.09% | 131 |
|
|
2024
Q1 | $303K | Buy |
1,570
+40
| +3% | +$7.72K | 0.1% | 127 |
|
|
2023
Q4 | $399K | Hold |
1,530
| – | – | 0.13% | 109 |
|
|
2023
Q3 | $293K | Hold |
1,530
| – | – | 0.1% | 125 |
|
|
2023
Q2 | $323K | Hold |
1,530
| – | – | 0.11% | 121 |
|
|
2023
Q1 | $325K | Hold |
1,530
| – | – | 0.12% | 123 |
|
|
2022
Q4 | $291K | Buy |
+1,530
| New | +$291K | 0.11% | 133 |
|
|
2022
Q3 | – | Sell |
-1,530
| Closed | -$209K | – | 158 |
|
|
2022
Q2 | $209K | Hold |
1,530
| – | – | 0.08% | 157 |
|
|
2022
Q1 | $293K | Sell |
1,530
-950
| -38% | -$182K | 0.09% | 146 |
|
|
2021
Q4 | $499K | Sell |
2,480
-858
| -26% | -$173K | 0.14% | 115 |
|
|
2021
Q3 | $734K | Buy |
3,338
+73
| +2% | +$16.1K | 0.22% | 93 |
|
|
2021
Q2 | $782K | Buy |
3,265
+1,470
| +82% | +$352K | 0.23% | 93 |
|
|
2021
Q1 | $457K | Hold |
1,795
| – | – | 0.14% | 114 |
|
|
2020
Q4 | $384K | Hold |
1,795
| – | – | 0.13% | 119 |
|
|
2020
Q3 | $297K | Hold |
1,795
| – | – | 0.11% | 129 |
|
|
2020
Q2 | $329K | Buy |
1,795
+450
| +33% | +$82.5K | 0.13% | 124 |
|
|
2020
Q1 | $201K | Hold |
1,345
| – | – | 0.09% | 151 |
|
|
2019
Q4 | $438K | Sell |
1,345
-100
| -7% | -$32.6K | 0.16% | 121 |
|
|
2019
Q3 | $550K | Hold |
1,445
| – | – | 0.21% | 103 |
|
|
2019
Q2 | $526K | Hold |
1,445
| – | – | 0.21% | 105 |
|
|
2019
Q1 | $551K | Buy |
1,445
+25
| +2% | +$9.53K | 0.22% | 102 |
|
|
2018
Q4 | $458K | Sell |
1,420
-100
| -7% | -$32.3K | 0.21% | 105 |
|
|
2018
Q3 | $565K | Hold |
1,520
| – | – | 0.21% | 98 |
|
|
2018
Q2 | $510K | Sell |
1,520
-60
| -4% | -$20.1K | 0.21% | 99 |
|
|
2018
Q1 | $518K | Hold |
1,580
| – | – | 0.22% | 98 |
|
|
2017
Q4 | $466K | Buy |
1,580
+100
| +7% | +$29.5K | 0.19% | 107 |
|
|
2017
Q3 | $376K | Hold |
1,480
| – | – | 0.17% | 116 |
|
|
2017
Q2 | $293K | Hold |
1,480
| – | – | 0.14% | 131 |
|
|
2017
Q1 | $262K | Hold |
1,480
| – | – | 0.13% | 131 |
|
|
2016
Q4 | $230K | Buy |
+1,480
| New | +$230K | 0.12% | 133 |
|