Gradient Investments’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $990K | Sell |
4,726
-787
| -14% | -$165K | 0.02% | 230 |
|
2025
Q1 | $940K | Buy |
5,513
+104
| +2% | +$17.7K | 0.02% | 201 |
|
2024
Q4 | $957K | Sell |
5,409
-217
| -4% | -$38.4K | 0.02% | 190 |
|
2024
Q3 | $855K | Buy |
5,626
+2,542
| +82% | +$386K | 0.02% | 189 |
|
2024
Q2 | $561K | Buy |
3,084
+11
| +0.4% | +$2K | 0.01% | 218 |
|
2024
Q1 | $593K | Sell |
3,073
-4,142
| -57% | -$799K | 0.01% | 206 |
|
2023
Q4 | $1.88M | Buy |
7,215
+171
| +2% | +$44.6K | 0.05% | 171 |
|
2023
Q3 | $1.35M | Sell |
7,044
-23
| -0.3% | -$4.41K | 0.04% | 168 |
|
2023
Q2 | $1.49M | Buy |
7,067
+211
| +3% | +$44.6K | 0.04% | 169 |
|
2023
Q1 | $1.46M | Sell |
6,856
-2,099
| -23% | -$446K | 0.04% | 164 |
|
2022
Q4 | $1.71M | Sell |
8,955
-548
| -6% | -$104K | 0.05% | 166 |
|
2022
Q3 | $1.15M | Buy |
9,503
+920
| +11% | +$111K | 0.04% | 172 |
|
2022
Q2 | $1.17M | Buy |
8,583
+75
| +0.9% | +$10.3K | 0.03% | 172 |
|
2022
Q1 | $1.63M | Buy |
8,508
+10
| +0.1% | +$1.92K | 0.04% | 163 |
|
2021
Q4 | $1.71M | Buy |
8,498
+26
| +0.3% | +$5.24K | 0.04% | 159 |
|
2021
Q3 | $1.86M | Buy |
8,472
+550
| +7% | +$121K | 0.05% | 164 |
|
2021
Q2 | $1.9M | Buy |
7,922
+145
| +2% | +$34.7K | 0.06% | 163 |
|
2021
Q1 | $1.98M | Buy |
7,777
+1,883
| +32% | +$480K | 0.06% | 161 |
|
2020
Q4 | $974K | Hold |
5,894
| – | – | 0.04% | 156 |
|
2020
Q3 | $974K | Sell |
5,894
-894
| -13% | -$148K | 0.04% | 156 |
|
2020
Q2 | $1.24M | Sell |
6,788
-46,877
| -87% | -$8.59M | 0.06% | 158 |
|
2020
Q1 | $8M | Buy |
53,665
+13,807
| +35% | +$2.06M | 0.43% | 64 |
|
2019
Q4 | $13M | Buy |
39,858
+28,921
| +264% | +$9.42M | 0.58% | 35 |
|
2019
Q3 | $4.16M | Buy |
10,937
+1,308
| +14% | +$498K | 0.2% | 103 |
|
2019
Q2 | $3.51M | Buy |
9,629
+5,021
| +109% | +$1.83M | 0.18% | 101 |
|
2019
Q1 | $1.76M | Buy |
4,608
+7
| +0.2% | +$2.67K | 0.11% | 97 |
|
2018
Q4 | $1.48M | Buy |
4,601
+631
| +16% | +$204K | 0.09% | 121 |
|
2018
Q3 | $1.48M | Buy |
3,970
+1
| +0% | +$372 | 0.08% | 130 |
|
2018
Q2 | $1.33M | Buy |
3,969
+914
| +30% | +$307K | 0.07% | 131 |
|
2018
Q1 | $1M | Buy |
3,055
+538
| +21% | +$176K | 0.05% | 138 |
|
2017
Q4 | $742K | Buy |
2,517
+74
| +3% | +$21.8K | 0.04% | 150 |
|
2017
Q3 | $621K | Sell |
2,443
-168
| -6% | -$42.7K | 0.04% | 147 |
|
2017
Q2 | $516K | Hold |
2,611
| – | – | 0.04% | 153 |
|
2017
Q1 | $462K | Buy |
2,611
+142
| +6% | +$25.1K | 0.04% | 134 |
|
2016
Q4 | $384K | Hold |
2,469
| – | – | 0.03% | 136 |
|
2016
Q3 | $325K | Buy |
2,469
+100
| +4% | +$13.2K | 0.03% | 156 |
|
2016
Q2 | $308K | Hold |
2,369
| – | – | 0.03% | 143 |
|
2016
Q1 | $301K | Buy |
2,369
+1,824
| +335% | +$232K | 0.04% | 146 |
|
2015
Q4 | $79K | Sell |
545
-1
| -0.2% | -$145 | 0.01% | 221 |
|
2015
Q3 | $71K | Buy |
546
+1
| +0.2% | +$130 | 0.01% | 211 |
|
2015
Q2 | $76K | Buy |
545
+105
| +24% | +$14.6K | 0.01% | 215 |
|
2015
Q1 | $66K | Buy |
440
+95
| +28% | +$14.3K | 0.01% | 216 |
|
2014
Q4 | $45K | Buy |
345
+200
| +138% | +$26.1K | 0.01% | 246 |
|
2014
Q3 | $18K | Hold |
145
| – | – | ﹤0.01% | 283 |
|
2014
Q2 | $18K | Buy |
+145
| New | +$18K | ﹤0.01% | 300 |
|
2014
Q1 | – | Sell |
-762
| Closed | -$104K | – | 532 |
|
2013
Q4 | $104K | Buy |
+762
| New | +$104K | 0.03% | 182 |
|
2013
Q3 | – | Sell |
-85
| Closed | -$9K | – | 495 |
|
2013
Q2 | $9K | Buy |
+85
| New | +$9K | ﹤0.01% | 273 |
|