Financial Perspectives’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $192K | Buy |
964
+500
| +108% | +$114K | 0.05% | 167 |
|
|
2025
Q4 | $101K | Hold |
464
| – | – | 0.03% | 228 |
|
|
2025
Q3 | $100K | Hold |
464
| – | – | 0.03% | 236 |
|
|
2025
Q2 | $97.2K | Hold |
464
| – | – | 0.03% | 225 |
|
|
2025
Q1 | $79.1K | Hold |
464
| – | – | 0.03% | 242 |
|
|
2024
Q4 | $82.1K | Hold |
464
| – | – | 0.03% | 246 |
|
|
2024
Q3 | $70.5K | Hold |
464
| – | – | 0.02% | 251 |
|
|
2024
Q2 | $84.5K | Hold |
464
| – | – | 0.03% | 218 |
|
|
2024
Q1 | $89.5K | Buy |
464
+288
| +164% | +$59.2K | 0.03% | 215 |
|
|
2023
Q4 | $45.9K | Hold |
176
| – | – | 0.02% | 279 |
|
|
2023
Q3 | $33.7K | Hold |
176
| – | – | 0.02% | 297 |
|
|
2023
Q2 | $37.2K | Hold |
176
| – | – | 0.02% | 289 |
|
|
2023
Q1 | $37.4K | Sell |
176
-107
| -38% | -$22.2K | 0.02% | 287 |
|
|
2022
Q4 | $54K | Hold |
283
| – | – | 0.03% | 239 |
|
|
2022
Q3 | $34.3K | Sell |
283
-50
| -15% | -$7.67K | 0.02% | 277 |
|
|
2022
Q2 | $45.6K | Hold |
333
| – | – | 0.03% | 244 |
|
|
2022
Q1 | $63.9K | Buy |
333
+50
| +18% | +$10K | 0.03% | 231 |
|
|
2021
Q4 | $57.1K | Sell |
283
-231
| -45% | -$48.8K | 0.03% | 227 |
|
|
2021
Q3 | $113K | Hold |
514
| – | – | 0.06% | 165 |
|
|
2021
Q2 | $123K | Sell |
514
-124,928
| -100% | -$30.2M | 0.06% | 167 |
|
|
2021
Q1 | $492K | Buy |
125,442
+124,950
| +25,396% | +$27.8M | 0.02% | 292 |
|
|
2020
Q4 | $105K | Sell |
492
-57
| -10% | -$11K | 0.06% | 163 |
|
|
2020
Q3 | $90.8K | Hold |
549
| – | – | 0.06% | 153 |
|
|
2020
Q2 | $101K | Hold |
549
| – | – | 0.07% | 139 |
|
|
2020
Q1 | $81.9K | Buy |
549
+330
| +151% | +$90.3K | 0.07% | 128 |
|
|
2019
Q4 | $71.5K | Buy |
+219
| New | +$77.5K | 0.05% | 148 |
|
Other funds holding BA
VCM
VPM
