Great Diamond Partners’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$841K Buy
4,014
+380
+10% +$79.6K 0.18% 122
2025
Q1
$620K Sell
3,634
-587
-14% -$100K 0.17% 102
2024
Q4
$747K Buy
4,221
+43
+1% +$7.61K 0.19% 95
2024
Q3
$635K Sell
4,178
-3,209
-43% -$488K 0.16% 107
2024
Q2
$1.34M Buy
7,387
+1,213
+20% +$221K 0.32% 80
2024
Q1
$1.19M Buy
6,174
+920
+18% +$178K 0.27% 87
2023
Q4
$1.37M Sell
5,254
-16
-0.3% -$4.17K 0.34% 76
2023
Q3
$1.01M Buy
5,270
+2
+0% +$383 0.27% 85
2023
Q2
$1.11M Buy
5,268
+324
+7% +$68.4K 0.29% 80
2023
Q1
$1.05M Sell
4,944
-132
-3% -$28K 0.3% 81
2022
Q4
$967K Sell
5,076
-47
-0.9% -$8.95K 0.3% 80
2022
Q3
$620K Buy
5,123
+32
+0.6% +$3.87K 0.21% 96
2022
Q2
$696K Buy
5,091
+748
+17% +$102K 0.23% 90
2022
Q1
$831K Buy
4,343
+600
+16% +$115K 0.23% 93
2021
Q4
$753K Buy
3,743
+60
+2% +$12.1K 0.19% 103
2021
Q3
$810K Buy
3,683
+1
+0% +$220 0.22% 95
2021
Q2
$882K Buy
3,682
+32
+0.9% +$7.67K 0.25% 91
2021
Q1
$929K Sell
3,650
-165
-4% -$42K 0.29% 81
2020
Q4
$816K Buy
3,815
+660
+21% +$141K 0.26% 72
2020
Q3
$521K Buy
3,155
+95
+3% +$15.7K 0.19% 87
2020
Q2
$560K Buy
+3,060
New +$560K 0.23% 75
2020
Q1
Sell
-103
Closed -$33K 163
2019
Q4
$33K Buy
+103
New +$33K 0.01% 368