Cresset Asset Management’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.74M Buy
17,868
+1,320
+8% +$277K 0.02% 413
2025
Q1
$2.82M Sell
16,548
-2,468
-13% -$421K 0.01% 439
2024
Q4
$3.37M Sell
19,016
-20,292
-52% -$3.59M 0.02% 415
2024
Q3
$5.98M Sell
39,308
-5,343
-12% -$812K 0.02% 405
2024
Q2
$8.13M Buy
44,651
+2,201
+5% +$401K 0.03% 326
2024
Q1
$8.19M Buy
42,450
+7,058
+20% +$1.36M 0.04% 283
2023
Q4
$9.23M Buy
35,392
+27
+0.1% +$7.04K 0.06% 222
2023
Q3
$6.78M Buy
35,365
+1,058
+3% +$203K 0.03% 251
2023
Q2
$7.24M Buy
34,307
+19,934
+139% +$4.21M 0.01% 237
2023
Q1
$3.05M Sell
14,373
-2,128
-13% -$452K 0.06% 178
2022
Q4
$2.17M Buy
16,501
+1,013
+7% +$133K 0.03% 194
2022
Q3
$1.88M Sell
15,488
-2,488
-14% -$301K 0.02% 221
2022
Q2
$2.41M Buy
17,976
+3,236
+22% +$434K 0.03% 202
2022
Q1
$2.82M Buy
14,740
+113
+0.8% +$21.6K 0.03% 207
2021
Q4
$2.95M Sell
14,627
-2,779
-16% -$560K 0.03% 229
2021
Q3
$3.83M Buy
17,406
+389
+2% +$85.6K 0.05% 141
2021
Q2
$4.08M Buy
17,017
+2,762
+19% +$662K 0.06% 128
2021
Q1
$3.63M Buy
14,255
+2,712
+23% +$691K 0.06% 117
2020
Q4
$2.47M Sell
11,543
-1,421
-11% -$304K 0.04% 131
2020
Q3
$2.14M Sell
12,964
-258
-2% -$42.6K 0.04% 152
2020
Q2
$2.42M Buy
13,222
+1,420
+12% +$260K 0.05% 128
2020
Q1
$1.76M Buy
11,802
+702
+6% +$105K 0.05% 126
2019
Q4
$3.62M Buy
11,100
+2,474
+29% +$806K 0.1% 97
2019
Q3
$3.28M Buy
8,626
+1,648
+24% +$627K 0.1% 94
2019
Q2
$2.54M Sell
6,978
-176
-2% -$64.1K 0.08% 105
2019
Q1
$2.73M Buy
7,154
+3,188
+80% +$1.22M 0.11% 50
2018
Q4
$1.28M Buy
+3,966
New +$1.28M 0.08% 58