Dynamic Advisor Solutions’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.99M | Buy |
9,201
+1,497
| +19% | +$333K | 0.06% | 336 |
|
|
2026
Q1 | $1.53M | Buy |
7,704
+218
| +3% | +$49.6K | 0.05% | 369 |
|
|
2025
Q4 | $1.63M | Sell |
7,486
-964
| -11% | -$198K | 0.05% | 342 |
|
|
2025
Q3 | $1.82M | Buy |
8,450
+1,631
| +24% | +$368K | 0.05% | 335 |
|
|
2025
Q2 | $1.43M | Sell |
6,819
-1,155
| -14% | -$218K | 0.04% | 366 |
|
|
2025
Q1 | $1.36M | Buy |
7,974
+23
| +0.3% | +$3.98K | 0.04% | 353 |
|
|
2024
Q4 | $1.41M | Sell |
7,951
-8,742
| -52% | -$1.37M | 0.06% | 260 |
|
|
2024
Q3 | $2.54M | Sell |
16,693
-1,526
| -8% | -$262K | 0.08% | 262 |
|
|
2024
Q2 | $3.32M | Sell |
18,219
-1,474
| -7% | -$263K | 0.1% | 223 |
|
|
2024
Q1 | $3.8M | Sell |
19,693
-4,010
| -17% | -$824K | 0.13% | 197 |
|
|
2023
Q4 | $5.9M | Buy |
23,703
+275
| +1% | +$58.8K | 0.22% | 123 |
|
|
2023
Q3 | $4.49M | Buy |
23,428
+5,367
| +30% | +$1.17M | 0.21% | 131 |
|
|
2023
Q2 | $3.81M | Sell |
18,061
-2,481
| -12% | -$515K | 0.2% | 142 |
|
|
2023
Q1 | $4.36M | Sell |
20,542
-2,339
| -10% | -$486K | 0.26% | 109 |
|
|
2022
Q4 | $4.36M | Sell |
22,881
-2,532
| -10% | -$414K | 0.3% | 88 |
|
|
2022
Q3 | $3.08M | Buy |
25,413
+1,236
| +5% | +$190K | 0.23% | 102 |
|
|
2022
Q2 | $3.31M | Buy |
24,177
+4,433
| +22% | +$654K | 0.25% | 93 |
|
|
2022
Q1 | $3.78M | Buy |
19,744
+5,108
| +35% | +$1.03M | 0.26% | 89 |
|
|
2021
Q4 | $2.95M | Buy |
14,636
+2,163
| +17% | +$457K | 0.21% | 117 |
|
|
2021
Q3 | $2.74M | Sell |
12,473
-5,014
| -29% | -$1.12M | 0.21% | 123 |
|
|
2021
Q2 | $4.19M | Buy |
17,487
+5,493
| +46% | +$1.33M | 0.33% | 70 |
|
|
2021
Q1 | $3.06M | Buy |
11,994
+4,683
| +64% | +$1.04M | 0.28% | 91 |
|
|
2020
Q4 | $1.56M | Sell |
7,311
-6,333
| -46% | -$1.22M | 0.15% | 167 |
|
|
2020
Q3 | $2.25M | Buy |
13,644
+3,846
| +39% | +$655K | 0.26% | 104 |
|
|
2020
Q2 | $1.8M | Buy |
9,798
+450
| +5% | +$69.2K | 0.24% | 116 |
|
|
2020
Q1 | $1.39M | Sell |
9,348
-352
| -4% | -$96.4K | 0.26% | 118 |
|
|
2019
Q4 | $3.16M | Buy |
9,700
+1,455
| +18% | +$515K | 0.43% | 57 |
|
|
2019
Q3 | $3.14M | Buy |
8,245
+1,446
| +21% | +$517K | 0.49% | 52 |
|
|
2019
Q2 | $2.48M | Buy |
6,799
+763
| +13% | +$278K | 0.4% | 67 |
|
|
2019
Q1 | $2.3M | Sell |
6,036
-193
| -3% | -$74.3K | 0.43% | 59 |
|
|
2018
Q4 | $2.27M | Buy |
6,229
+97
| +2% | +$33.5K | 0.48% | 55 |
|
|
2018
Q3 | $2.28M | Sell |
6,132
-438
| -7% | -$154K | 0.47% | 57 |
|
|
2018
Q2 | $2.2M | Buy |
6,570
+1,271
| +24% | +$437K | 0.5% | 52 |
|
|
2018
Q1 | $1.74M | Buy |
5,299
+1,739
| +49% | +$587K | 0.45% | 71 |
|
|
2017
Q4 | $1.05M | Buy |
3,560
+65
| +2% | +$17.6K | 0.34% | 96 |
|
|
2017
Q3 | $888K | Buy |
3,495
+1
| +0% | +$233 | 0.35% | 94 |
|
|
2017
Q2 | $691K | Sell |
3,494
-103
| -3% | -$19.2K | 0.27% | 109 |
|
|
2017
Q1 | $636K | Buy |
+3,597
| New | +$613K | 0.25% | 111 |
|
|
2016
Q4 | – | Sell |
-1,596
| Closed | -$210K | – | 211 |
|
|
2016
Q3 | $210K | Buy |
1,596
+1
| +0.1% | +$132 | 0.08% | 216 |
|
|
2016
Q2 | $207K | Sell |
1,595
-171
| -10% | -$22.3K | 0.08% | 197 |
|
|
2016
Q1 | $224K | Buy |
1,766
+52
| +3% | +$6.45K | 0.1% | 189 |
|
|
2015
Q4 | $248K | Buy |
1,714
+115
| +7% | +$16.6K | 0.1% | 192 |
|
|
2015
Q3 | $209K | Buy |
+1,599
| New | +$222K | 0.11% | 167 |
|
|
2014
Q4 | – | Sell |
-2,757
| Closed | -$351K | – | 192 |
|
|
2014
Q3 | $351K | Buy |
+2,757
| New | +$347K | 0.19% | 135 |
|
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