Great Valley Advisor Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.28M | Buy |
11,438
+1,831
| +19% | +$417K | 0.04% | 348 |
|
|
2025
Q4 | $2.09M | Sell |
9,607
-850
| -8% | -$175K | 0.04% | 333 |
|
|
2025
Q3 | $2.26M | Buy |
10,457
+299
| +3% | +$67.4K | 0.05% | 309 |
|
|
2025
Q2 | $2.13M | Sell |
10,158
-2,416
| -19% | -$456K | 0.05% | 305 |
|
|
2025
Q1 | $2.14M | Sell |
12,574
-225
| -2% | -$38.9K | 0.05% | 301 |
|
|
2024
Q4 | $2.27M | Sell |
12,799
-5,301
| -29% | -$832K | 0.05% | 302 |
|
|
2024
Q3 | $2.75M | Sell |
18,100
-6,077
| -25% | -$1.04M | 0.07% | 264 |
|
|
2024
Q2 | $4.4M | Sell |
24,177
-2,273
| -9% | -$405K | 0.12% | 178 |
|
|
2024
Q1 | $5.1M | Sell |
26,450
-2,233
| -8% | -$459K | 0.16% | 143 |
|
|
2023
Q4 | $7.48M | Buy |
28,683
+3,540
| +14% | +$757K | 0.26% | 98 |
|
|
2023
Q3 | $4.82M | Buy |
25,143
+2,975
| +13% | +$651K | 0.2% | 124 |
|
|
2023
Q2 | $4.68M | Buy |
22,168
+2,348
| +12% | +$488K | 0.2% | 130 |
|
|
2023
Q1 | $4.21M | Sell |
19,820
-263
| -1% | -$54.6K | 0.2% | 130 |
|
|
2022
Q4 | $3.83M | Sell |
20,083
-1,488
| -7% | -$243K | 0.2% | 133 |
|
|
2022
Q3 | $2.61M | Buy |
21,571
+242
| +1% | +$37.1K | 0.15% | 158 |
|
|
2022
Q2 | $2.92M | Buy |
21,329
+9,062
| +74% | +$1.34M | 0.16% | 153 |
|
|
2022
Q1 | $2.36M | Buy |
12,267
+110
| +0.9% | +$22.1K | 0.14% | 178 |
|
|
2021
Q4 | $2.47M | Sell |
12,157
-459
| -4% | -$97K | 0.15% | 155 |
|
|
2021
Q3 | $2.77M | Buy |
12,616
+556
| +5% | +$124K | 0.19% | 136 |
|
|
2021
Q2 | $2.9M | Sell |
12,060
-4,661
| -28% | -$1.13M | 0.21% | 121 |
|
|
2021
Q1 | $4.26M | Buy |
16,721
+1,358
| +9% | +$302K | 0.41% | 50 |
|
|
2020
Q4 | $3.29M | Buy |
15,363
+1,557
| +11% | +$299K | 0.34% | 66 |
|
|
2020
Q3 | $2.28M | Buy |
13,806
+1,290
| +10% | +$220K | 0.28% | 82 |
|
|
2020
Q2 | $2.29M | Buy |
12,516
+3,688
| +42% | +$567K | 0.38% | 71 |
|
|
2020
Q1 | $1.32M | Buy |
8,828
+2,264
| +34% | +$620K | 0.35% | 88 |
|
|
2019
Q4 | $2.14M | Buy |
6,564
+1,005
| +18% | +$356K | 0.48% | 65 |
|
|
2019
Q3 | $2.11M | Sell |
5,559
-784
| -12% | -$280K | 0.51% | 59 |
|
|
2019
Q2 | $2.31M | Buy |
6,343
+689
| +12% | +$251K | 0.58% | 49 |
|
|
2019
Q1 | $2.16M | Sell |
5,654
-1,212
| -18% | -$467K | 0.69% | 34 |
|
|
2018
Q4 | $1.58M | Buy |
+6,866
| New | +$2.37M | 0.59% | 41 |
|
Other funds holding BA
VCM
VPM
