Creative Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.7M | Buy |
327,700
+24,373
| +8% | +$5.11M | 0.06% | 135 |
|
|
2025
Q1 | $51.7M | Buy |
303,327
+1,038
| +0.3% | +$177K | 0.05% | 152 |
|
|
2024
Q4 | $53.5M | Buy |
302,289
+43,483
| +17% | +$7.7M | 0.05% | 138 |
|
|
2024
Q3 | $39.3M | Sell |
258,806
-51,628
| -17% | -$7.83M | 0.04% | 174 |
|
|
2024
Q2 | $56.5M | Buy |
310,434
+41,623
| +15% | +$7.58M | 0.06% | 120 |
|
|
2024
Q1 | $51.9M | Sell |
268,811
-1,555
| -0.6% | -$300K | 0.06% | 127 |
|
|
2023
Q4 | $70.5M | Buy |
270,366
+3,248
| +1% | +$847K | 0.13% | 99 |
|
|
2023
Q3 | $51.2M | Buy |
267,118
+7,817
| +3% | +$1.5M | 0.07% | 124 |
|
|
2023
Q2 | $54.8M | Sell |
259,301
-2,664
| -1% | -$563K | 0.07% | 109 |
|
|
2023
Q1 | $55.6M | Buy |
261,965
+30,066
| +13% | +$6.39M | 0.08% | 104 |
|
|
2022
Q4 | $44.2M | Buy |
231,899
+15,199
| +7% | +$2.9M | 0.07% | 123 |
|
|
2022
Q3 | $26.2M | Buy |
216,700
+2,268
| +1% | +$275K | 0.05% | 148 |
|
|
2022
Q2 | $29.3M | Sell |
214,432
-18,560
| -8% | -$2.54M | 0.05% | 150 |
|
|
2022
Q1 | $44.6M | Buy |
232,992
+45,650
| +24% | +$8.74M | 0.07% | 118 |
|
|
2021
Q4 | $37.7M | Sell |
187,342
-41,770
| -18% | -$8.41M | 0.06% | 119 |
|
|
2021
Q3 | $50.4M | Buy |
229,112
+20,000
| +10% | +$4.4M | 0.09% | 92 |
|
|
2021
Q2 | $50.1M | Sell |
209,112
-25,962
| -11% | -$6.22M | 0.09% | 88 |
|
|
2021
Q1 | $59.9M | Buy |
235,074
+13,977
| +6% | +$3.56M | 0.12% | 73 |
|
|
2020
Q4 | $47.3M | Buy |
221,097
+8,399
| +4% | +$1.8M | 0.1% | 83 |
|
|
2020
Q3 | $35.2M | Buy |
212,698
+14,444
| +7% | +$2.39M | 0.09% | 90 |
|
|
2020
Q2 | $36.3M | Sell |
198,254
-12,087
| -6% | -$2.22M | 0.11% | 81 |
|
|
2020
Q1 | $31.4M | Sell |
210,341
-6,093
| -3% | -$909K | 0.11% | 74 |
|
|
2019
Q4 | $70.5M | Buy |
216,434
+7,495
| +4% | +$2.44M | 0.21% | 45 |
|
|
2019
Q3 | $79.5M | Sell |
208,939
-6,729
| -3% | -$2.56M | 0.26% | 38 |
|
|
2019
Q2 | $78.5M | Buy |
215,668
+4,904
| +2% | +$1.79M | 0.26% | 38 |
|
|
2019
Q1 | $80.4M | Buy |
210,764
+383
| +0.2% | +$146K | 0.29% | 38 |
|
|
2018
Q4 | $67.8M | Buy |
210,381
+5,311
| +3% | +$1.71M | 0.28% | 37 |
|
|
2018
Q3 | $76.3M | Buy |
205,070
+3,933
| +2% | +$1.46M | 0.28% | 38 |
|
|
2018
Q2 | $67.5M | Buy |
201,137
+11,546
| +6% | +$3.87M | 0.27% | 40 |
|
|
2018
Q1 | $62.2M | Buy |
189,591
+9,270
| +5% | +$3.04M | 0.25% | 43 |
|
|
2017
Q4 | $53.2M | Buy |
180,321
+4,051
| +2% | +$1.19M | 0.23% | 45 |
|
|
2017
Q3 | $44.8M | Sell |
176,270
-3,929
| -2% | -$999K | 0.21% | 48 |
|
|
2017
Q2 | $35.6M | Buy |
180,199
+4,141
| +2% | +$819K | 0.18% | 61 |
|
|
2017
Q1 | $31.1M | Sell |
176,058
-1,189
| -0.7% | -$210K | 0.17% | 63 |
|
|
2016
Q4 | $27.6M | Sell |
177,247
-5,301
| -3% | -$825K | 0.17% | 62 |
|
|
2016
Q3 | $24M | Buy |
182,548
+63,365
| +53% | +$8.35M | 0.15% | 67 |
|
|
2016
Q2 | $15.5M | Buy |
119,183
+7,522
| +7% | +$977K | 0.11% | 83 |
|
|
2016
Q1 | $14.2M | Buy |
111,661
+2,963
| +3% | +$376K | 0.11% | 85 |
|
|
2015
Q4 | $15.7M | Buy |
108,698
+17,084
| +19% | +$2.47M | 0.13% | 81 |
|
|
2015
Q3 | $12M | Buy |
91,614
+5,809
| +7% | +$761K | 0.11% | 87 |
|
|
2015
Q2 | $11.9M | Buy |
85,805
+4,622
| +6% | +$641K | 0.11% | 89 |
|
|
2015
Q1 | $12.2M | Buy |
81,183
+3,933
| +5% | +$590K | 0.11% | 83 |
|
|
2014
Q4 | $10M | Buy |
77,250
+5,245
| +7% | +$682K | 0.1% | 91 |
|
|
2014
Q3 | $9.17M | Buy |
72,005
+4,097
| +6% | +$522K | 0.11% | 95 |
|
|
2014
Q2 | $8.64M | Buy |
67,908
+2,765
| +4% | +$352K | 0.11% | 90 |
|
|
2014
Q1 | $8.18M | Sell |
65,143
-38,805
| -37% | -$4.87M | 0.12% | 84 |
|
|
2013
Q4 | $14.2M | Buy |
103,948
+65,695
| +172% | +$8.97M | 0.24% | 51 |
|
|
2013
Q3 | $4.5M | Buy |
38,253
+2,150
| +6% | +$253K | 0.09% | 88 |
|
|
2013
Q2 | $3.7M | Buy |
+36,103
| New | +$3.7M | 0.09% | 90 |
|