Gradient Capital 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 | $334K | Buy |
1,595
+67
| +4% | +$14K | 0.1% | 125 |
|
|
2025
Q1 | $261K | Buy |
1,528
+135
| +10% | +$23K | 0.09% | 135 |
|
|
2024
Q4 | $247K | Hold |
1,393
| – | – | 0.08% | 140 |
|
|
2024
Q3 | $212K | Sell |
1,393
-192
| -12% | -$29.2K | 0.07% | 144 |
|
|
2024
Q2 | $289K | Sell |
1,585
-152
| -9% | -$27.7K | 0.1% | 122 |
|
|
2024
Q1 | $335K | Sell |
1,737
-156
| -8% | -$30.1K | 0.12% | 116 |
|
|
2023
Q4 | $493K | Buy |
1,893
+178
| +10% | +$46.4K | 0.19% | 90 |
|
|
2023
Q3 | $329K | Buy |
1,715
+41
| +2% | +$7.86K | 0.14% | 105 |
|
|
2023
Q2 | $354K | Hold |
1,674
| – | – | 0.14% | 105 |
|
|
2023
Q1 | $356K | Hold |
1,674
| – | – | 0.15% | 97 |
|
|
2022
Q4 | $319K | Hold |
1,674
| – | – | 0.14% | 101 |
|
|
2022
Q3 | $203K | Buy |
+1,674
| New | +$203K | 0.1% | 124 |
|
|
2022
Q2 | – | Sell |
-1,702
| Closed | -$326K | – | 115 |
|
|
2022
Q1 | $326K | Sell |
1,702
-233
| -12% | -$44.6K | 0.14% | 97 |
|
|
2021
Q4 | $390K | Sell |
1,935
-27
| -1% | -$5.44K | 0.16% | 88 |
|
|
2021
Q3 | $432K | Sell |
1,962
-12
| -0.6% | -$2.64K | 0.2% | 82 |
|
|
2021
Q2 | $473K | Buy |
1,974
+99
| +5% | +$23.7K | 0.22% | 77 |
|
|
2021
Q1 | $478K | Buy |
1,875
+54
| +3% | +$13.8K | 0.25% | 73 |
|
|
2020
Q4 | $390K | Sell |
1,821
-49
| -3% | -$10.5K | 0.22% | 76 |
|
|
2020
Q3 | $309K | Sell |
1,870
-30
| -2% | -$4.96K | 0.19% | 80 |
|
|
2020
Q2 | $348K | Buy |
1,900
+50
| +3% | +$9.16K | 0.24% | 77 |
|
|
2020
Q1 | $276K | Sell |
1,850
-533
| -22% | -$79.5K | 0.22% | 79 |
|
|
2019
Q4 | $776K | Sell |
2,383
-799
| -25% | -$260K | 0.54% | 46 |
|
|
2019
Q3 | $1.21M | Buy |
3,182
+1,079
| +51% | +$411K | 0.9% | 31 |
|
|
2019
Q2 | $766K | Buy |
2,103
+305
| +17% | +$111K | 0.59% | 41 |
|
|
2019
Q1 | $686K | Buy |
1,798
+225
| +14% | +$85.8K | 0.55% | 41 |
|
|
2018
Q4 | $507K | Buy |
1,573
+2
| +0.1% | +$645 | 0.44% | 50 |
|
|
2018
Q3 | $584K | Buy |
1,571
+4
| +0.3% | +$1.49K | 0.49% | 45 |
|
|
2018
Q2 | $526K | Buy |
1,567
+128
| +9% | +$43K | 0.49% | 44 |
|
|
2018
Q1 | $472K | Buy |
1,439
+97
| +7% | +$31.8K | 0.47% | 44 |
|
|
2017
Q4 | $396K | Buy |
+1,342
| New | +$396K | 0.41% | 48 |
|