GVAG
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Great Valley Advisor Group’s Boeing BA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.13M Sell
10,158
-2,416
-19% -$506K 0.05% 305
2025
Q1
$2.14M Sell
12,574
-225
-2% -$38.4K 0.05% 301
2024
Q4
$2.27M Sell
12,799
-5,301
-29% -$938K 0.05% 302
2024
Q3
$2.75M Sell
18,100
-6,077
-25% -$924K 0.07% 264
2024
Q2
$4.4M Sell
24,177
-2,273
-9% -$414K 0.12% 178
2024
Q1
$5.1M Sell
26,450
-2,233
-8% -$431K 0.16% 143
2023
Q4
$7.48M Buy
28,683
+3,540
+14% +$923K 0.26% 98
2023
Q3
$4.82M Buy
25,143
+2,975
+13% +$570K 0.2% 124
2023
Q2
$4.68M Buy
22,168
+2,348
+12% +$496K 0.2% 130
2023
Q1
$4.21M Sell
19,820
-263
-1% -$55.9K 0.2% 130
2022
Q4
$3.83M Sell
20,083
-1,488
-7% -$283K 0.2% 133
2022
Q3
$2.61M Buy
21,571
+242
+1% +$29.3K 0.15% 158
2022
Q2
$2.92M Buy
21,329
+9,062
+74% +$1.24M 0.16% 153
2022
Q1
$2.36M Buy
12,267
+110
+0.9% +$21.2K 0.14% 178
2021
Q4
$2.47M Sell
12,157
-459
-4% -$93.1K 0.15% 155
2021
Q3
$2.78M Buy
12,616
+556
+5% +$122K 0.19% 136
2021
Q2
$2.91M Sell
12,060
-4,661
-28% -$1.12M 0.21% 121
2021
Q1
$4.26M Buy
16,721
+1,358
+9% +$346K 0.41% 50
2020
Q4
$3.29M Buy
15,363
+1,557
+11% +$333K 0.34% 66
2020
Q3
$2.28M Buy
13,806
+1,290
+10% +$213K 0.28% 82
2020
Q2
$2.29M Buy
12,516
+3,688
+42% +$676K 0.38% 71
2020
Q1
$1.32M Buy
8,828
+2,264
+34% +$337K 0.35% 88
2019
Q4
$2.14M Buy
6,564
+1,005
+18% +$327K 0.48% 65
2019
Q3
$2.11M Sell
5,559
-784
-12% -$298K 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% -$462K 0.69% 34
2018
Q4
$1.58M Buy
+6,866
New +$1.58M 0.59% 41