Gallagher Fiduciary 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 | $241K | Buy |
+1,151
| New | +$241K | 0.01% | 282 |
|
|
2025
Q1 | – | Sell |
-1,564
| Closed | -$277K | – | 306 |
|
|
2024
Q4 | $277K | Buy |
1,564
+117
| +8% | +$20.7K | 0.05% | 228 |
|
|
2024
Q3 | $220K | Buy |
1,447
+227
| +19% | +$34.5K | 0.04% | 242 |
|
|
2024
Q2 | $222K | Buy |
1,220
+93
| +8% | +$16.9K | 0.05% | 214 |
|
|
2024
Q1 | $218K | Buy |
1,127
+196
| +21% | +$37.8K | 0.01% | 179 |
|
|
2023
Q4 | $243K | Sell |
931
-200
| -18% | -$52.1K | 0.01% | 163 |
|
|
2023
Q3 | $217K | Buy |
1,131
+4
| +0.4% | +$767 | 0.02% | 159 |
|
|
2023
Q2 | $238K | Sell |
1,127
-140
| -11% | -$29.6K | 0.02% | 185 |
|
|
2023
Q1 | $269K | Buy |
+1,267
| New | +$269K | 0.02% | 163 |
|