Formidable Asset Management’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 | $491K | Sell |
2,263
-100
| -4% | -$22.8K | 0.08% | 232 |
|
|
2025
Q4 | $510K | Sell |
2,363
-2,431
| -51% | -$500K | 0.07% | 249 |
|
|
2025
Q3 | $1M | Sell |
4,794
-169
| -3% | -$38.1K | 0.16% | 128 |
|
|
2025
Q2 | $846K | Hold |
4,963
| – | – | 0.14% | 137 |
|
|
2025
Q1 | $846K | Sell |
4,963
-990
| -17% | -$171K | 0.14% | 141 |
|
|
2024
Q4 | $970K | Sell |
5,953
-128
| -2% | -$20.1K | 0.16% | 124 |
|
|
2024
Q3 | $925K | Sell |
6,081
-2,732
| -31% | -$468K | 0.15% | 135 |
|
|
2024
Q2 | $1.6M | Sell |
8,813
-1,620
| -16% | -$289K | 0.26% | 75 |
|
|
2024
Q1 | $2.01M | Buy |
10,433
+2,503
| +32% | +$514K | 0.33% | 61 |
|
|
2023
Q4 | $2.07M | Buy |
7,930
+640
| +9% | +$137K | 0.43% | 41 |
|
|
2023
Q3 | $1.4M | Buy |
7,290
+179
| +3% | +$39.2K | 0.31% | 61 |
|
|
2023
Q2 | $1.5M | Sell |
7,111
-66
| -0.9% | -$13.7K | 0.33% | 57 |
|
|
2023
Q1 | $1.55M | Sell |
7,177
-900
| -11% | -$187K | 0.33% | 52 |
|
|
2022
Q4 | $1.54M | Buy |
8,077
+556
| +7% | +$90.9K | 0.35% | 49 |
|
|
2022
Q3 | $1.1M | Sell |
7,521
-690
| -8% | -$106K | 0.26% | 73 |
|
|
2022
Q2 | $1.13M | Sell |
8,211
-2,304
| -22% | -$340K | 0.25% | 76 |
|
|
2022
Q1 | $2.01M | Sell |
10,515
-44
| -0.4% | -$8.83K | 0.39% | 47 |
|
|
2021
Q4 | $2.24M | Sell |
10,559
-30
| -0.3% | -$6.34K | 0.43% | 40 |
|
|
2021
Q3 | $2.33M | Buy |
10,589
+625
| +6% | +$139K | 0.44% | 40 |
|
|
2021
Q2 | $2.2M | Buy |
9,964
+226
| +2% | +$54.6K | 0.47% | 39 |
|
|
2021
Q1 | $2.46M | Buy |
9,738
+321
| +3% | +$71.3K | 0.54% | 37 |
|
|
2020
Q4 | $1.92M | Sell |
9,417
-1,405
| -13% | -$270K | 0.45% | 39 |
|
|
2020
Q3 | $1.82M | Buy |
10,822
+171
| +2% | +$29.1K | 0.53% | 34 |
|
|
2020
Q2 | $2M | Buy |
10,651
+4,384
| +70% | +$674K | 0.59% | 32 |
|
|
2020
Q1 | $935K | Buy |
6,267
+2,011
| +47% | +$550K | 0.37% | 60 |
|
|
2019
Q4 | $1.34M | Buy |
4,256
+3,683
| +643% | +$1.3M | 0.42% | 60 |
|
|
2019
Q3 | $218K | Sell |
573
-3,714
| -87% | -$1.33M | 0.2% | 85 |
|
|
2019
Q2 | $1.48M | Buy |
+4,287
| New | +$1.56M | 0.51% | 48 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | -$6K | – | 99 |
|
|
2017
Q4 | $6K | Sell |
5
-3,587
| -100% | -$971K | ﹤0.01% | 101 |
|
|
2017
Q3 | $913K | Buy |
3,592
+460
| +15% | +$107K | 0.39% | 59 |
|
|
2017
Q2 | $619K | Hold |
3,132
| – | – | 0.31% | 80 |
|
|
2017
Q1 | $583K | Hold |
3,132
| – | – | 0.25% | 95 |
|
|
2016
Q4 | $488K | Sell |
3,132
-192
| -6% | -$28K | 0.25% | 103 |
|
|
2016
Q3 | $438K | Buy |
3,324
+30
| +0.9% | +$3.95K | 0.22% | 109 |
|
|
2016
Q2 | $444K | Buy |
3,294
+938
| +40% | +$122K | 0.25% | 102 |
|
|
2016
Q1 | $308K | Sell |
2,356
-110
| -4% | -$13.7K | 0.22% | 102 |
|
|
2015
Q4 | $342K | Buy |
2,466
+50
| +2% | +$7.2K | 0.24% | 98 |
|
|
2015
Q3 | $316K | Buy |
2,416
+100
| +4% | +$13.9K | 0.21% | 106 |
|
|
2015
Q2 | $321K | Hold |
2,316
| – | – | 0.2% | 102 |
|
|
2015
Q1 | $337K | Hold |
2,316
| – | – | 0.22% | 98 |
|
|
2014
Q4 | $301K | Hold |
2,316
| – | – | 0.21% | 98 |
|
|
2014
Q3 | $292K | Hold |
2,316
| – | – | 0.19% | 100 |
|
|
2014
Q2 | $295K | Hold |
2,316
| – | – | 0.18% | 110 |
|
|
2014
Q1 | $294K | Hold |
2,316
| – | – | 0.21% | 95 |
|
|
2013
Q4 | $294K | Sell |
2,316
-325
| -12% | -$42.2K | 0.2% | 105 |
|
|
2013
Q3 | $311K | Buy |
+2,641
| New | +$284K | 0.27% | 84 |
|
Other funds holding BA
VCM
VPM
