GIM
Goelzer Investment Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Sell |
3,001
-62
| -2% | -$13K | 0.03% | 175 |
|
|
2025
Q1 | $522K | Sell |
3,063
-150
| -5% | -$25.6K | 0.03% | 178 |
|
|
2024
Q4 | $569K | Buy |
3,213
+113
| +4% | +$20K | 0.03% | 169 |
|
|
2024
Q3 | $471K | Buy |
3,100
+37
| +1% | +$5.63K | 0.03% | 181 |
|
|
2024
Q2 | $557K | Sell |
3,063
-85
| -3% | -$15.5K | 0.03% | 165 |
|
|
2024
Q1 | $608K | Sell |
3,148
-253
| -7% | -$48.8K | 0.03% | 169 |
|
|
2023
Q4 | $887K | Buy |
3,401
+249
| +8% | +$64.9K | 0.06% | 146 |
|
|
2023
Q3 | $604K | Sell |
3,152
-35
| -1% | -$6.71K | 0.04% | 157 |
|
|
2023
Q2 | $673K | Sell |
3,187
-135
| -4% | -$28.5K | 0.06% | 153 |
|
|
2023
Q1 | $706K | Sell |
3,322
-13
| -0.4% | -$2.76K | 0.06% | 155 |
|
|
2022
Q4 | $635K | Buy |
3,335
+23
| +0.7% | +$4.38K | 0.05% | 166 |
|
|
2022
Q3 | $401K | Buy |
3,312
+210
| +7% | +$25.4K | 0.04% | 188 |
|
|
2022
Q2 | $424K | Buy |
3,102
+69
| +2% | +$9.43K | 0.04% | 187 |
|
|
2022
Q1 | $581K | Buy |
3,033
+6
| +0.2% | +$1.15K | 0.05% | 168 |
|
|
2021
Q4 | $609K | Buy |
3,027
+114
| +4% | +$22.9K | 0.05% | 169 |
|
|
2021
Q3 | $641K | Hold |
2,913
| – | – | 0.06% | 164 |
|
|
2021
Q2 | $698K | Sell |
2,913
-10
| -0.3% | -$2.4K | 0.06% | 165 |
|
|
2021
Q1 | $745K | Hold |
2,923
| – | – | 0.07% | 161 |
|
|
2020
Q4 | $626K | Sell |
2,923
-3,342
| -53% | -$716K | 0.06% | 161 |
|
|
2020
Q3 | $1.04M | Buy |
6,265
+50
| +0.8% | +$8.26K | 0.1% | 160 |
|
|
2020
Q2 | $1.14M | Sell |
6,215
-24
| -0.4% | -$4.4K | 0.11% | 154 |
|
|
2020
Q1 | $930K | Buy |
6,239
+131
| +2% | +$19.5K | 0.11% | 159 |
|
|
2019
Q4 | $1.99M | Sell |
6,108
-597
| -9% | -$195K | 0.17% | 143 |
|
|
2019
Q3 | $2.55M | Sell |
6,705
-262
| -4% | -$99.7K | 0.23% | 121 |
|
|
2019
Q2 | $2.54M | Buy |
6,967
+2
| +0% | +$728 | 0.23% | 123 |
|
|
2019
Q1 | $2.66M | Buy |
6,965
+283
| +4% | +$108K | 0.25% | 121 |
|
|
2018
Q4 | $2.16M | Sell |
6,682
-13
| -0.2% | -$4.19K | 0.28% | 120 |
|
|
2018
Q3 | $2.49M | Sell |
6,695
-12
| -0.2% | -$4.46K | 0.28% | 117 |
|
|
2018
Q2 | $2.25M | Sell |
6,707
-118
| -2% | -$39.6K | 0.26% | 125 |
|
|
2018
Q1 | $2.24M | Sell |
6,825
-17,509
| -72% | -$5.74M | 0.27% | 126 |
|
|
2017
Q4 | $7.18M | Sell |
24,334
-11,660
| -32% | -$3.44M | 0.81% | 35 |
|
|
2017
Q3 | $9.15M | Sell |
35,994
-16,580
| -32% | -$4.21M | 1.08% | 18 |
|
|
2017
Q2 | $10.4M | Sell |
52,574
-7,837
| -13% | -$1.55M | 1.27% | 15 |
|
|
2017
Q1 | $10.7M | Sell |
60,411
-9,369
| -13% | -$1.66M | 1.33% | 14 |
|
|
2016
Q4 | $10.9M | Buy |
69,780
+4,937
| +8% | +$769K | 1.41% | 12 |
|
|
2016
Q3 | $8.54M | Buy |
64,843
+143
| +0.2% | +$18.8K | 1.15% | 18 |
|
|
2016
Q2 | $8.4M | Buy |
64,700
+270
| +0.4% | +$35.1K | 1.16% | 20 |
|
|
2016
Q1 | $8.18M | Buy |
64,430
+3,546
| +6% | +$450K | 1.17% | 17 |
|
|
2015
Q4 | $8.8M | Buy |
60,884
+1,260
| +2% | +$182K | 1.28% | 11 |
|
|
2015
Q3 | $7.81M | Buy |
59,624
+682
| +1% | +$89.3K | 1.24% | 13 |
|
|
2015
Q2 | $8.18M | Buy |
58,942
+640
| +1% | +$88.8K | 1.24% | 10 |
|
|
2015
Q1 | $8.75M | Sell |
58,302
-1,538
| -3% | -$231K | 1.32% | 7 |
|
|
2014
Q4 | $7.78M | Buy |
59,840
+2,169
| +4% | +$282K | 1.18% | 12 |
|
|
2014
Q3 | $7.35M | Buy |
57,671
+1,972
| +4% | +$251K | 1.22% | 12 |
|
|
2014
Q2 | $7.09M | Buy |
55,699
+1,627
| +3% | +$207K | 1.18% | 13 |
|
|
2014
Q1 | $6.79M | Buy |
54,072
+557
| +1% | +$69.9K | 1.21% | 12 |
|
|
2013
Q4 | $7.3M | Sell |
53,515
-12,283
| -19% | -$1.68M | 1.32% | 7 |
|
|
2013
Q3 | $7.73M | Sell |
65,798
-68,044
| -51% | -$7.99M | 1.58% | 4 |
|
|
2013
Q2 | $13.7M | Buy |
+133,842
| New | +$13.7M | 1.46% | 5 |
|