Gould Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,333
| Closed | -$798K | – | 137 |
|
|
2021
Q2 | $798K | Hold |
3,333
| – | – | 0.23% | 56 |
|
|
2021
Q1 | $849K | Sell |
3,333
-65
| -2% | -$14.4K | 0.26% | 51 |
|
|
2020
Q4 | $727K | Sell |
3,398
-82
| -2% | -$15.8K | 0.22% | 56 |
|
|
2020
Q3 | $575K | Buy |
3,480
+82
| +2% | +$14K | 0.19% | 60 |
|
|
2020
Q2 | $623K | Hold |
3,398
| – | – | 0.22% | 54 |
|
|
2020
Q1 | $507K | Hold |
3,398
| – | – | 0.19% | 55 |
|
|
2019
Q4 | $1.11M | Hold |
3,398
| – | – | 0.37% | 39 |
|
|
2019
Q3 | $1.29M | Hold |
3,398
| – | – | 0.46% | 35 |
|
|
2019
Q2 | $1.24M | Buy |
3,398
+65
| +2% | +$23.7K | 0.45% | 35 |
|
|
2019
Q1 | $1.27M | Hold |
3,333
| – | – | 0.48% | 33 |
|
|
2018
Q4 | $1.07M | Hold |
3,333
| – | – | 0.45% | 34 |
|
|
2018
Q3 | $1.24M | Buy |
3,333
+32
| +1% | +$11.2K | 0.49% | 33 |
|
|
2018
Q2 | $1.11M | Hold |
3,301
| – | – | 0.48% | 30 |
|
|
2018
Q1 | $1.08M | Hold |
3,301
| – | – | 0.47% | 31 |
|
|
2017
Q4 | $973K | Hold |
3,301
| – | – | 0.42% | 40 |
|
|
2017
Q3 | $839K | Hold |
3,301
| – | – | 0.38% | 41 |
|
|
2017
Q2 | $653K | Hold |
3,301
| – | – | 0.32% | 47 |
|
|
2017
Q1 | $584K | Hold |
3,301
| – | – | 0.29% | 48 |
|
|
2016
Q4 | $514K | Hold |
3,301
| – | – | 0.26% | 54 |
|
|
2016
Q3 | $435K | Hold |
3,301
| – | – | 0.23% | 60 |
|
|
2016
Q2 | $429K | Sell |
3,301
-500
| -13% | -$65.2K | 0.23% | 60 |
|
|
2016
Q1 | $482K | Sell |
3,801
-5
| -0.1% | -$620 | 0.26% | 49 |
|
|
2015
Q4 | $550K | Hold |
3,806
| – | – | 0.29% | 47 |
|
|
2015
Q3 | $498K | Buy |
3,806
+5
| +0.1% | +$694 | 0.28% | 56 |
|
|
2015
Q2 | $527K | Hold |
3,801
| – | – | 0.27% | 57 |
|
|
2015
Q1 | $570K | Hold |
3,801
| – | – | 0.28% | 51 |
|
|
2014
Q4 | $494K | Sell |
3,801
-800
| -17% | -$101K | 0.24% | 53 |
|
|
2014
Q3 | $586K | Hold |
4,601
| – | – | 0.28% | 45 |
|
|
2014
Q2 | $585K | Hold |
4,601
| – | – | 0.28% | 45 |
|
|
2014
Q1 | $577K | Buy |
4,601
+775
| +20% | +$101K | 0.31% | 46 |
|
|
2013
Q4 | $522K | Buy |
3,826
+100
| +3% | +$13K | 0.3% | 42 |
|
|
2013
Q3 | $438K | Hold |
3,726
| – | – | 0.28% | 51 |
|
|
2013
Q2 | $382K | Buy |
+3,726
| New | +$354K | 0.24% | 52 |
|
Other funds holding BA
Gould Asset Management's BA Position: Q3 2021 in Review
Gould Asset Management sold out of Boeing (BA) in Q3 2021, closing a stake of 3,333 shares — an estimated $798K sold.
Gould Asset Management first reported a position in BA in Q2 2013 and held it in 33 quarters. The position peaked at $1.29M in Q3 2019. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.
- Gould Asset Management reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
- Gould Asset Management sold 3,333 Boeing shares in Q3 2021, an estimated $798K.
- Gould Asset Management first reported a position in Boeing in Q2 2013 and held it in 33 quarters.
- Gould Asset Management's Boeing position peaked at $1.29M in Q3 2019.
- 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.
Based on Gould Asset Management's 13F filing for Q3 2021, filed 9 Nov 2021.