Frank Rimerman Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $899K | Buy |
4,290
+701
| +20% | +$147K | 0.06% | 232 |
|
2025
Q1 | $612K | Buy |
3,589
+484
| +16% | +$82.5K | 0.05% | 278 |
|
2024
Q4 | $550K | Buy |
3,105
+199
| +7% | +$35.2K | 0.04% | 290 |
|
2024
Q3 | $442K | Buy |
2,906
+128
| +5% | +$19.5K | 0.03% | 355 |
|
2024
Q2 | $506K | Buy |
2,778
+2,593
| +1,402% | +$472K | 0.04% | 340 |
|
2024
Q1 | $35.7K | Hold |
185
| – | – | 0.01% | 136 |
|
2023
Q4 | $48.2K | Buy |
+185
| New | +$48.2K | 0.01% | 123 |
|
2022
Q2 | – | Sell |
-2,683
| Closed | -$514K | – | 91 |
|
2022
Q1 | $514K | Buy |
2,683
+27
| +1% | +$5.17K | 0.16% | 71 |
|
2021
Q4 | $535K | Buy |
+2,656
| New | +$535K | 0.18% | 72 |
|
2021
Q1 | – | Sell |
-1,498
| Closed | -$321K | – | 84 |
|
2020
Q4 | $321K | Buy |
+1,498
| New | +$321K | 0.15% | 62 |
|