DBIA
Dumont & Blake Investment Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,557
+167
| +3% | +$35K | 0.3% | 81 |
|
|
2025
Q1 | $919K | Sell |
5,390
-24
| -0.4% | -$4.09K | 0.26% | 94 |
|
|
2024
Q4 | $958K | Sell |
5,414
-91
| -2% | -$16.1K | 0.26% | 92 |
|
|
2024
Q3 | $837K | Sell |
5,505
-5,773
| -51% | -$878K | 0.22% | 111 |
|
|
2024
Q2 | $2.05M | Buy |
11,278
+5,504
| +95% | +$1M | 0.29% | 86 |
|
|
2024
Q1 | $1.11M | Buy |
5,774
+1,540
| +36% | +$297K | 0.32% | 86 |
|
|
2023
Q4 | $1.1M | Sell |
4,234
-250
| -6% | -$65.2K | 0.34% | 77 |
|
|
2023
Q3 | $859K | Buy |
4,484
+10
| +0.2% | +$1.92K | 0.29% | 88 |
|
|
2023
Q2 | $945K | Sell |
4,474
-101
| -2% | -$21.3K | 0.31% | 83 |
|
|
2023
Q1 | $972K | Buy |
4,575
+13
| +0.3% | +$2.76K | 0.33% | 82 |
|
|
2022
Q4 | $869K | Sell |
4,562
-60
| -1% | -$11.4K | 0.31% | 85 |
|
|
2022
Q3 | $560K | Buy |
4,622
+71
| +2% | +$8.6K | 0.21% | 118 |
|
|
2022
Q2 | $622K | Buy |
4,551
+8
| +0.2% | +$1.09K | 0.2% | 123 |
|
|
2022
Q1 | $870K | Buy |
4,543
+23
| +0.5% | +$4.41K | 0.24% | 108 |
|
|
2021
Q4 | $910K | Buy |
4,520
+73
| +2% | +$14.7K | 0.24% | 110 |
|
|
2021
Q3 | $978K | Buy |
4,447
+50
| +1% | +$11K | 0.28% | 98 |
|
|
2021
Q2 | $1.05M | Buy |
4,397
+644
| +17% | +$154K | 0.3% | 93 |
|
|
2021
Q1 | $956K | Sell |
3,753
-100
| -3% | -$25.5K | 0.29% | 93 |
|
|
2020
Q4 | $825K | Sell |
3,853
-81
| -2% | -$17.3K | 0.28% | 99 |
|
|
2020
Q3 | $650K | Sell |
3,934
-42
| -1% | -$6.94K | 0.25% | 104 |
|
|
2020
Q2 | $729K | Sell |
3,976
-2,108
| -35% | -$387K | 0.3% | 92 |
|
|
2020
Q1 | $907K | Buy |
6,084
+2,243
| +58% | +$334K | 0.47% | 61 |
|
|
2019
Q4 | $1.25M | Buy |
3,841
+15
| +0.4% | +$4.89K | 0.49% | 57 |
|
|
2019
Q3 | $1.46M | Hold |
3,826
| – | – | 0.61% | 45 |
|
|
2019
Q2 | $1.39M | Sell |
3,826
-15
| -0.4% | -$5.46K | 0.58% | 49 |
|
|
2019
Q1 | $1.47M | Buy |
3,841
+17
| +0.4% | +$6.48K | 0.62% | 48 |
|
|
2018
Q4 | $1.23M | Sell |
3,824
-282
| -7% | -$90.9K | 0.58% | 49 |
|
|
2018
Q3 | $1.53M | Sell |
4,106
-430
| -9% | -$160K | 0.6% | 47 |
|
|
2018
Q2 | $1.52M | Buy |
4,536
+105
| +2% | +$35.2K | 0.64% | 44 |
|
|
2018
Q1 | $1.45M | Sell |
4,431
-1,114
| -20% | -$365K | 0.62% | 42 |
|
|
2017
Q4 | $1.64M | Hold |
5,545
| – | – | 0.66% | 42 |
|
|
2017
Q3 | $1.41M | Sell |
5,545
-5
| -0.1% | -$1.27K | 0.6% | 48 |
|
|
2017
Q2 | $1.1M | Hold |
5,550
| – | – | 0.49% | 75 |
|
|
2017
Q1 | $982K | Sell |
5,550
-1,680
| -23% | -$297K | 0.44% | 79 |
|
|
2016
Q4 | $1.13M | Buy |
7,230
+5
| +0.1% | +$779 | 0.53% | 63 |
|
|
2016
Q3 | $952K | Hold |
7,225
| – | – | 0.47% | 79 |
|
|
2016
Q2 | $938K | Sell |
7,225
-215
| -3% | -$27.9K | 0.47% | 75 |
|
|
2016
Q1 | $944K | Sell |
7,440
-125
| -2% | -$15.9K | 0.49% | 76 |
|
|
2015
Q4 | $1.09M | Buy |
7,565
+70
| +0.9% | +$10.1K | 0.56% | 65 |
|
|
2015
Q3 | $981K | Sell |
7,495
-75
| -1% | -$9.82K | 0.53% | 71 |
|
|
2015
Q2 | $1.05M | Hold |
7,570
| – | – | 0.51% | 77 |
|
|
2015
Q1 | $1.14M | Buy |
7,570
+45
| +0.6% | +$6.75K | 0.55% | 73 |
|
|
2014
Q4 | $978K | Sell |
7,525
-25
| -0.3% | -$3.25K | 0.48% | 86 |
|
|
2014
Q3 | $962K | Buy |
7,550
+35
| +0.5% | +$4.46K | 0.5% | 84 |
|
|
2014
Q2 | $956K | Sell |
7,515
-100
| -1% | -$12.7K | 0.48% | 84 |
|
|
2014
Q1 | $956K | Sell |
7,615
-3,510
| -32% | -$441K | 0.5% | 85 |
|
|
2013
Q4 | $1.52M | Sell |
11,125
-1,218
| -10% | -$166K | 0.78% | 42 |
|
|
2013
Q3 | $1.45M | Hold |
12,343
| – | – | 0.69% | 51 |
|
|
2013
Q2 | $1.26M | Buy |
+12,343
| New | +$1.26M | 0.76% | 46 |
|