Crestwood Advisors Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
2,868
+436
| +18% | +$91.4K | 0.01% | 322 |
|
|
2025
Q1 | $415K | Sell |
2,432
-13
| -0.5% | -$2.22K | 0.01% | 366 |
|
|
2024
Q4 | $433K | Sell |
2,445
-413
| -14% | -$73.1K | 0.01% | 324 |
|
|
2024
Q3 | $435K | Sell |
2,858
-277
| -9% | -$42.1K | 0.01% | 312 |
|
|
2024
Q2 | $571K | Buy |
3,135
+135
| +5% | +$24.6K | 0.01% | 265 |
|
|
2024
Q1 | $579K | Sell |
3,000
-57
| -2% | -$11K | 0.01% | 257 |
|
|
2023
Q4 | $797K | Buy |
3,057
+154
| +5% | +$40.1K | 0.02% | 229 |
|
|
2023
Q3 | $556K | Buy |
2,903
+1,660
| +134% | +$318K | 0.01% | 237 |
|
|
2023
Q2 | $262K | Sell |
1,243
-101
| -8% | -$21.3K | 0.01% | 224 |
|
|
2023
Q1 | $286K | Sell |
1,344
-618
| -31% | -$131K | 0.01% | 225 |
|
|
2022
Q4 | $374K | Buy |
1,962
+118
| +6% | +$22.5K | 0.01% | 209 |
|
|
2022
Q3 | $223K | Sell |
1,844
-25
| -1% | -$3.02K | 0.01% | 241 |
|
|
2022
Q2 | $256K | Sell |
1,869
-133
| -7% | -$18.2K | 0.01% | 232 |
|
|
2022
Q1 | $383K | Sell |
2,002
-376
| -16% | -$71.9K | 0.01% | 220 |
|
|
2021
Q4 | $479K | Buy |
2,378
+174
| +8% | +$35K | 0.01% | 206 |
|
|
2021
Q3 | $485K | Sell |
2,204
-20
| -0.9% | -$4.4K | 0.01% | 199 |
|
|
2021
Q2 | $533K | Buy |
2,224
+10
| +0.5% | +$2.4K | 0.02% | 195 |
|
|
2021
Q1 | $564K | Sell |
2,214
-491
| -18% | -$125K | 0.02% | 187 |
|
|
2020
Q4 | $579K | Buy |
2,705
+38
| +1% | +$8.13K | 0.02% | 181 |
|
|
2020
Q3 | $441K | Sell |
2,667
-16
| -0.6% | -$2.65K | 0.02% | 173 |
|
|
2020
Q2 | $492K | Sell |
2,683
-135
| -5% | -$24.8K | 0.02% | 165 |
|
|
2020
Q1 | $420K | Sell |
2,818
-374
| -12% | -$55.7K | 0.02% | 162 |
|
|
2019
Q4 | $1.04M | Sell |
3,192
-431
| -12% | -$140K | 0.04% | 134 |
|
|
2019
Q3 | $1.38M | Sell |
3,623
-643
| -15% | -$245K | 0.06% | 116 |
|
|
2019
Q2 | $1.55M | Buy |
4,266
+722
| +20% | +$263K | 0.07% | 114 |
|
|
2019
Q1 | $1.35M | Buy |
3,544
+549
| +18% | +$209K | 0.1% | 72 |
|
|
2018
Q4 | $966K | Sell |
2,995
-10
| -0.3% | -$3.23K | 0.08% | 80 |
|
|
2018
Q3 | $1.12M | Buy |
3,005
+86
| +3% | +$32K | 0.08% | 75 |
|
|
2018
Q2 | $988K | Buy |
2,919
+280
| +11% | +$94.8K | 0.07% | 78 |
|
|
2018
Q1 | $865K | Buy |
2,639
+17
| +0.6% | +$5.57K | 0.07% | 78 |
|
|
2017
Q4 | $773K | Sell |
2,622
-127
| -5% | -$37.4K | 0.06% | 86 |
|
|
2017
Q3 | $699K | Hold |
2,749
| – | – | 0.06% | 87 |
|
|
2017
Q2 | $663K | Sell |
2,749
-153
| -5% | -$36.9K | 0.06% | 87 |
|
|
2017
Q1 | $532K | Sell |
2,902
-187
| -6% | -$34.3K | 0.05% | 95 |
|
|
2016
Q4 | $481K | Buy |
3,089
+110
| +4% | +$17.1K | 0.05% | 101 |
|
|
2016
Q3 | $392K | Sell |
2,979
-640
| -18% | -$84.2K | 0.05% | 87 |
|
|
2016
Q2 | $470K | Buy |
3,619
+225
| +7% | +$29.2K | 0.06% | 82 |
|
|
2016
Q1 | $431K | Sell |
3,394
-915
| -21% | -$116K | 0.05% | 93 |
|
|
2015
Q4 | $623K | Buy |
4,309
+1,040
| +32% | +$150K | 0.08% | 86 |
|
|
2015
Q3 | $428K | Sell |
3,269
-2,050
| -39% | -$268K | 0.06% | 90 |
|
|
2015
Q2 | $738K | Buy |
5,319
+2,060
| +63% | +$286K | 0.1% | 75 |
|
|
2015
Q1 | $489K | Sell |
3,259
-129
| -4% | -$19.4K | 0.07% | 82 |
|
|
2014
Q4 | $440K | Buy |
3,388
+519
| +18% | +$67.4K | 0.07% | 83 |
|
|
2014
Q3 | $365K | Sell |
2,869
-150
| -5% | -$19.1K | 0.06% | 86 |
|
|
2014
Q2 | $384K | Buy |
3,019
+678
| +29% | +$86.2K | 0.06% | 85 |
|
|
2014
Q1 | $294K | Sell |
2,341
-395
| -14% | -$49.6K | 0.05% | 99 |
|
|
2013
Q4 | $373K | Buy |
2,736
+645
| +31% | +$87.9K | 0.06% | 88 |
|
|
2013
Q3 | $246K | Sell |
2,091
-372
| -15% | -$43.8K | 0.04% | 115 |
|
|
2013
Q2 | $252K | Buy |
+2,463
| New | +$252K | 0.05% | 110 |
|