Global Financial Private Client’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
3,985
+141
| +4% | +$29.5K | 0.31% | 87 |
|
|
2025
Q1 | $656K | Buy |
3,844
+47
| +1% | +$8.02K | 0.25% | 106 |
|
|
2024
Q4 | $672K | Sell |
3,797
-152
| -4% | -$26.9K | 0.25% | 108 |
|
|
2024
Q3 | $601K | Buy |
3,949
+47
| +1% | +$7.15K | 0.23% | 112 |
|
|
2024
Q2 | $710K | Buy |
3,902
+1,460
| +60% | +$266K | 0.3% | 94 |
|
|
2024
Q1 | $463K | Sell |
2,442
-1,213
| -33% | -$230K | 0.2% | 125 |
|
|
2023
Q4 | $953K | Buy |
3,655
+234
| +7% | +$61K | 0.45% | 61 |
|
|
2023
Q3 | $643K | Sell |
3,421
-9
| -0.3% | -$1.69K | 0.33% | 77 |
|
|
2023
Q2 | $724K | Buy |
3,430
+160
| +5% | +$33.8K | 0.36% | 69 |
|
|
2023
Q1 | $705K | Sell |
3,270
-64
| -2% | -$13.8K | 0.36% | 64 |
|
|
2022
Q4 | $635K | Buy |
3,334
+435
| +15% | +$82.9K | 0.36% | 71 |
|
|
2022
Q3 | $366K | Buy |
2,899
+1,571
| +118% | +$198K | 0.21% | 105 |
|
|
2022
Q2 | $186K | Sell |
1,328
-3,891
| -75% | -$544K | 0.1% | 139 |
|
|
2022
Q1 | $996K | Buy |
5,219
+209
| +4% | +$39.9K | 0.48% | 50 |
|
|
2021
Q4 | $1.01M | Buy |
5,010
+180
| +4% | +$36.2K | 0.49% | 48 |
|
|
2021
Q3 | $1.09M | Sell |
4,830
-279
| -5% | -$63.1K | 0.56% | 43 |
|
|
2021
Q2 | $1.22M | Buy |
5,109
+895
| +21% | +$215K | 0.68% | 35 |
|
|
2021
Q1 | $1.07M | Buy |
4,214
+569
| +16% | +$144K | 0.76% | 26 |
|
|
2020
Q4 | $780K | Buy |
3,645
+156
| +4% | +$33.4K | 0.62% | 36 |
|
|
2020
Q3 | $586K | Sell |
3,489
-43
| -1% | -$7.22K | 0.51% | 42 |
|
|
2020
Q2 | $637K | Buy |
3,532
+168
| +5% | +$30.3K | 0.55% | 43 |
|
|
2020
Q1 | $440K | Buy |
3,364
+954
| +40% | +$125K | 0.47% | 56 |
|
|
2019
Q4 | $785K | Buy |
+2,410
| New | +$785K | 0.66% | 31 |
|