GIM
Grassi Investment Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.43M | Buy |
45,007
+4,300
| +11% | +$901K | 0.75% | 35 |
|
|
2025
Q1 | $6.94M | Sell |
40,707
-100
| -0.2% | -$17.1K | 0.64% | 42 |
|
|
2024
Q4 | $7.22M | Sell |
40,807
-1,500
| -4% | -$266K | 0.62% | 41 |
|
|
2024
Q3 | $6.43M | Sell |
42,307
-825
| -2% | -$125K | 0.56% | 43 |
|
|
2024
Q2 | $7.85M | Buy |
43,132
+200
| +0.5% | +$36.4K | 0.7% | 40 |
|
|
2024
Q1 | $8.29M | Sell |
42,932
-9,183
| -18% | -$1.77M | 0.75% | 37 |
|
|
2023
Q4 | $13.6M | Buy |
52,115
+620
| +1% | +$162K | 1.42% | 17 |
|
|
2023
Q3 | $9.87M | Sell |
51,495
-150
| -0.3% | -$28.8K | 1.14% | 29 |
|
|
2023
Q2 | $10.9M | Sell |
51,645
-200
| -0.4% | -$42.2K | 1.2% | 28 |
|
|
2023
Q1 | $11M | Sell |
51,845
-300
| -0.6% | -$63.7K | 1.37% | 25 |
|
|
2022
Q4 | $9.93M | Sell |
52,145
-1,025
| -2% | -$195K | 1.34% | 29 |
|
|
2022
Q3 | $6.44M | Hold |
53,170
| – | – | 0.94% | 44 |
|
|
2022
Q2 | $7.27M | Sell |
53,170
-375
| -0.7% | -$51.3K | 0.96% | 43 |
|
|
2022
Q1 | $10.3M | Buy |
53,545
+70
| +0.1% | +$13.4K | 1.07% | 33 |
|
|
2021
Q4 | $10.8M | Sell |
53,475
-5,925
| -10% | -$1.19M | 1.08% | 33 |
|
|
2021
Q3 | $13.1M | Buy |
59,400
+1,650
| +3% | +$363K | 1.47% | 22 |
|
|
2021
Q2 | $13.8M | Buy |
57,750
+15
| +0% | +$3.59K | 1.5% | 21 |
|
|
2021
Q1 | $14.7M | Buy |
57,735
+3,535
| +7% | +$900K | 1.67% | 16 |
|
|
2020
Q4 | $11.6M | Buy |
54,200
+3,550
| +7% | +$760K | 1.47% | 24 |
|
|
2020
Q3 | $8.37M | Buy |
50,650
+270
| +0.5% | +$44.6K | 1.19% | 34 |
|
|
2020
Q2 | $9.24M | Sell |
50,380
-2,830
| -5% | -$519K | 1.33% | 32 |
|
|
2020
Q1 | $7.94M | Buy |
53,210
+2,271
| +4% | +$339K | 1.39% | 29 |
|
|
2019
Q4 | $16.6M | Sell |
50,939
-2,549
| -5% | -$830K | 2.25% | 9 |
|
|
2019
Q3 | $20.4M | Sell |
53,488
-919
| -2% | -$350K | 3.05% | 4 |
|
|
2019
Q2 | $19.8M | Sell |
54,407
-3,949
| -7% | -$1.44M | 2.92% | 4 |
|
|
2019
Q1 | $22.3M | Buy |
58,356
+746
| +1% | +$285K | 3.3% | 2 |
|
|
2018
Q4 | $18.6M | Buy |
57,610
+164
| +0.3% | +$52.9K | 3.19% | 2 |
|
|
2018
Q3 | $21.4M | Buy |
57,446
+561
| +1% | +$209K | 3.16% | 4 |
|
|
2018
Q2 | $19.1M | Buy |
56,885
+6,834
| +14% | +$2.29M | 3.06% | 3 |
|
|
2018
Q1 | $16.4M | Buy |
50,051
+1
| +0% | +$328 | 2.66% | 5 |
|
|
2017
Q4 | $14.8M | Buy |
50,050
+17
| +0% | +$5.01K | 2.39% | 6 |
|
|
2017
Q3 | $12.7M | Sell |
50,033
-199
| -0.4% | -$50.6K | 2.14% | 7 |
|
|
2017
Q2 | $9.93M | Sell |
50,232
-49
| -0.1% | -$9.69K | 1.75% | 9 |
|
|
2017
Q1 | $8.89M | Sell |
50,281
-174
| -0.3% | -$30.8K | 1.55% | 15 |
|
|
2016
Q4 | $7.86M | Sell |
50,455
-609
| -1% | -$94.8K | 1.43% | 25 |
|
|
2016
Q3 | $6.73M | Sell |
51,064
-774
| -1% | -$102K | 1.26% | 34 |
|
|
2016
Q2 | $6.73M | Sell |
51,838
-1,723
| -3% | -$224K | 1.27% | 32 |
|
|
2016
Q1 | $6.8M | Sell |
53,561
-6,129
| -10% | -$778K | 1.35% | 30 |
|
|
2015
Q4 | $8.63M | Sell |
59,690
-826
| -1% | -$119K | 1.77% | 8 |
|
|
2015
Q3 | $7.93M | Buy |
60,516
+276
| +0.5% | +$36.1K | 1.68% | 7 |
|
|
2015
Q2 | $8.36M | Buy |
60,240
+301
| +0.5% | +$41.8K | 1.57% | 7 |
|
|
2015
Q1 | $9M | Buy |
59,939
+201
| +0.3% | +$30.2K | 1.67% | 6 |
|
|
2014
Q4 | $7.77M | Buy |
59,738
+1,611
| +3% | +$209K | 1.36% | 10 |
|
|
2014
Q3 | $7.4M | Buy |
58,127
+2,151
| +4% | +$274K | 1.4% | 13 |
|
|
2014
Q2 | $7.12M | Buy |
55,976
+450
| +0.8% | +$57.3K | 1.56% | 13 |
|
|
2014
Q1 | $6.97M | Buy |
55,526
+1,101
| +2% | +$138K | 1.64% | 10 |
|
|
2013
Q4 | $7.43M | Buy |
54,425
+6,825
| +14% | +$931K | 1.77% | 8 |
|
|
2013
Q3 | $5.59M | Buy |
+47,600
| New | +$5.59M | 1.47% | 19 |
|