Greatmark Investment Partners’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 | $239K | Hold |
1,200
| – | – | 0.03% | 138 |
|
|
2025
Q4 | $261K | Hold |
1,200
| – | – | 0.03% | 129 |
|
|
2025
Q3 | $259K | Hold |
1,200
| – | – | 0.03% | 128 |
|
|
2025
Q2 | $251K | Hold |
1,200
| – | – | 0.03% | 130 |
|
|
2025
Q1 | $205K | Sell |
1,200
-1,177
| -50% | -$204K | 0.03% | 136 |
|
|
2024
Q4 | $421K | Hold |
2,377
| – | – | 0.06% | 101 |
|
|
2024
Q3 | $361K | Sell |
2,377
-275
| -10% | -$47.2K | 0.05% | 105 |
|
|
2024
Q2 | $483K | Hold |
2,652
| – | – | 0.07% | 90 |
|
|
2024
Q1 | $512K | Sell |
2,652
-404
| -13% | -$83K | 0.07% | 89 |
|
|
2023
Q4 | $797K | Buy |
3,056
+104
| +4% | +$22.2K | 0.12% | 77 |
|
|
2023
Q3 | $566K | Hold |
2,952
| – | – | 0.1% | 82 |
|
|
2023
Q2 | $623K | Hold |
2,952
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $627K | Hold |
2,952
| – | – | 0.11% | 81 |
|
|
2022
Q4 | $562K | Hold |
2,952
| – | – | 0.1% | 82 |
|
|
2022
Q3 | $357K | Hold |
2,952
| – | – | 0.07% | 98 |
|
|
2022
Q2 | $404K | Hold |
2,952
| – | – | 0.08% | 98 |
|
|
2022
Q1 | $565K | Hold |
2,952
| – | – | 0.09% | 88 |
|
|
2021
Q4 | $594K | Hold |
2,952
| – | – | 0.1% | 90 |
|
|
2021
Q3 | $649K | Hold |
2,952
| – | – | 0.12% | 83 |
|
|
2021
Q2 | $707K | Hold |
2,952
| – | – | 0.13% | 81 |
|
|
2021
Q1 | $752K | Hold |
2,952
| – | – | 0.15% | 76 |
|
|
2020
Q4 | $632K | Hold |
2,952
| – | – | 0.14% | 73 |
|
|
2020
Q3 | $488K | Buy |
2,952
+300
| +11% | +$51.1K | 0.12% | 84 |
|
|
2020
Q2 | $486K | Hold |
2,652
| – | – | 0.13% | 79 |
|
|
2020
Q1 | $396K | Buy |
+2,652
| New | +$726K | 0.13% | 76 |
|
Other funds holding BA
VCM
VPM
