Forum Financial 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 | $1.36M | Buy |
6,480
+610
| +10% | +$128K | 0.02% | 170 |
|
|
2025
Q1 | $1M | Buy |
+5,870
| New | +$1M | 0.02% | 209 |
|
|
2024
Q4 | – | Sell |
-5,929
| Closed | -$901K | – | 926 |
|
|
2024
Q3 | $901K | Buy |
5,929
+634
| +12% | +$96.4K | 0.02% | 200 |
|
|
2024
Q2 | $964K | Sell |
5,295
-962
| -15% | -$175K | 0.02% | 182 |
|
|
2024
Q1 | $1.21M | Buy |
6,257
+337
| +6% | +$65K | 0.02% | 165 |
|
|
2023
Q4 | $1.54M | Buy |
5,920
+326
| +6% | +$85K | 0.03% | 118 |
|
|
2023
Q3 | $1.07M | Buy |
5,594
+81
| +1% | +$15.5K | 0.02% | 147 |
|
|
2023
Q2 | $1.16M | Buy |
5,513
+667
| +14% | +$141K | 0.03% | 138 |
|
|
2023
Q1 | $1.03M | Buy |
4,846
+242
| +5% | +$51.4K | 0.03% | 137 |
|
|
2022
Q4 | $877K | Sell |
4,604
-358
| -7% | -$68.2K | 0.03% | 152 |
|
|
2022
Q3 | $601K | Buy |
4,962
+1,339
| +37% | +$162K | 0.03% | 189 |
|
|
2022
Q2 | $495K | Sell |
3,623
-997
| -22% | -$136K | 0.02% | 238 |
|
|
2022
Q1 | $884K | Sell |
4,620
-205
| -4% | -$39.2K | 0.04% | 146 |
|
|
2021
Q4 | $971K | Buy |
+4,825
| New | +$971K | 0.05% | 134 |
|