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