Creative Financial Designs’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 | $315K | Buy |
1,585
+427
| +37% | +$97.2K | 0.02% | 423 |
|
|
2025
Q4 | $251K | Buy |
1,158
+513
| +80% | +$106K | 0.02% | 429 |
|
|
2025
Q3 | $139K | Hold |
645
| – | – | 0.01% | 557 |
|
|
2025
Q2 | $135K | Buy |
645
+40
| +7% | +$7.55K | 0.01% | 596 |
|
|
2025
Q1 | $103K | Sell |
605
-6
| -1% | -$1.04K | 0.01% | 612 |
|
|
2024
Q4 | $108K | Sell |
611
-217
| -26% | -$34.1K | 0.01% | 583 |
|
|
2024
Q3 | $126K | Sell |
828
-112
| -12% | -$19.2K | 0.01% | 547 |
|
|
2024
Q2 | $171K | Buy |
940
+440
| +88% | +$78.4K | 0.02% | 467 |
|
|
2024
Q1 | $96.5K | Sell |
500
-256
| -34% | -$52.6K | 0.01% | 575 |
|
|
2023
Q4 | $197K | Buy |
756
+24
| +3% | +$5.13K | 0.02% | 387 |
|
|
2023
Q3 | $140K | Buy |
732
+65
| +10% | +$14.2K | 0.02% | 428 |
|
|
2023
Q2 | $141K | Sell |
667
-136
| -17% | -$28.3K | 0.02% | 412 |
|
|
2023
Q1 | $171K | Sell |
803
-1,859
| -70% | -$386K | 0.02% | 359 |
|
|
2022
Q4 | $507K | Sell |
2,662
-270
| -9% | -$44.2K | 0.07% | 197 |
|
|
2022
Q3 | $355K | Buy |
2,932
+87
| +3% | +$13.3K | 0.06% | 221 |
|
|
2022
Q2 | $389K | Buy |
2,845
+258
| +10% | +$38.1K | 0.06% | 210 |
|
|
2022
Q1 | $495K | Buy |
2,587
+317
| +14% | +$63.6K | 0.08% | 190 |
|
|
2021
Q4 | $457K | Sell |
2,270
-195
| -8% | -$41.2K | 0.07% | 200 |
|
|
2021
Q3 | $542K | Buy |
2,465
+251
| +11% | +$56K | 0.09% | 170 |
|
|
2021
Q2 | $530K | Buy |
2,214
+70
| +3% | +$16.9K | 0.09% | 170 |
|
|
2021
Q1 | $546K | Buy |
2,144
+175
| +9% | +$38.9K | 0.11% | 153 |
|
|
2020
Q4 | $421K | Buy |
1,969
+268
| +16% | +$51.5K | 0.09% | 167 |
|
|
2020
Q3 | $281K | Buy |
1,701
+30
| +2% | +$5.11K | 0.07% | 203 |
|
|
2020
Q2 | $306K | Buy |
1,671
+952
| +132% | +$146K | 0.09% | 159 |
|
|
2020
Q1 | $107K | Buy |
719
+704
| +4,693% | +$193K | 0.06% | 167 |
|
|
2019
Q4 | $5K | Sell |
15
-3
| -17% | -$1.06K | ﹤0.01% | 459 |
|
|
2019
Q3 | $7K | Buy |
18
+3
| +20% | +$1.07K | ﹤0.01% | 438 |
|
|
2019
Q2 | $5K | Buy |
+15
| New | +$5.47K | ﹤0.01% | 457 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$12K | – | 561 |
|
|
2018
Q4 | $12K | Sell |
38
-7
| -16% | -$2.42K | 0.01% | 340 |
|
|
2018
Q3 | $17K | Hold |
45
| – | – | 0.01% | 356 |
|
|
2018
Q2 | $15K | Hold |
45
| – | – | 0.01% | 400 |
|
|
2018
Q1 | $15K | Sell |
45
-46
| -51% | -$15.5K | 0.01% | 368 |
|
|
2017
Q4 | $27K | Buy |
91
+46
| +102% | +$12.5K | 0.02% | 273 |
|
|
2017
Q3 | $11K | Buy |
45
+1
| +2% | +$233 | 0.01% | 400 |
|
|
2017
Q2 | $9K | Hold |
44
| – | – | 0.01% | 424 |
|
|
2017
Q1 | $8K | Hold |
44
| – | – | 0.01% | 423 |
|
|
2016
Q4 | $7K | Buy |
+44
| New | +$6.43K | 0.01% | 430 |
|
Other funds holding BA
VCM
VPM
