Ervin Investment 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 | $300K | Hold |
1,430
| – | – | 0.19% | 35 |
|
|
2025
Q1 | $244K | Hold |
1,430
| – | – | 0.16% | 35 |
|
|
2024
Q4 | $253K | Hold |
1,430
| – | – | 0.16% | 36 |
|
|
2024
Q3 | $217K | Sell |
1,430
-250
| -15% | -$38K | 0.14% | 38 |
|
|
2024
Q2 | $306K | Buy |
1,680
+250
| +17% | +$45.5K | 0.21% | 32 |
|
|
2024
Q1 | $276K | Hold |
1,430
| – | – | 0.19% | 34 |
|
|
2023
Q4 | $373K | Hold |
1,430
| – | – | 0.28% | 31 |
|
|
2023
Q3 | $274K | Sell |
1,430
-25
| -2% | -$4.79K | 0.23% | 31 |
|
|
2023
Q2 | $307K | Sell |
1,455
-925
| -39% | -$195K | 0.25% | 32 |
|
|
2023
Q1 | $502K | Sell |
2,380
-925
| -28% | -$195K | 0.44% | 30 |
|
|
2022
Q4 | $630K | Buy |
3,305
+50
| +2% | +$9.52K | 0.57% | 27 |
|
|
2022
Q3 | $394K | Sell |
3,255
-20
| -0.6% | -$2.42K | 0.39% | 29 |
|
|
2022
Q2 | $453K | Buy |
3,275
+1,830
| +127% | +$253K | 0.42% | 26 |
|
|
2022
Q1 | $282K | Hold |
1,445
| – | – | 0.22% | 32 |
|
|
2021
Q4 | $291K | Buy |
+1,445
| New | +$291K | 0.23% | 30 |
|