Guardian Investment Management’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 | $1.83M | Buy |
9,200
+150
| +2% | +$34.2K | 1.45% | 20 |
|
|
2025
Q4 | $1.96M | Buy |
9,050
+1,175
| +15% | +$242K | 1.53% | 15 |
|
|
2025
Q3 | $1.7M | Buy |
7,875
+775
| +11% | +$175K | 1.45% | 19 |
|
|
2025
Q2 | $1.49M | Buy |
7,100
+150
| +2% | +$28.3K | 1.5% | 18 |
|
|
2025
Q1 | $1.19M | Sell |
6,950
-650
| -9% | -$113K | 1% | 27 |
|
|
2024
Q4 | $1.35M | Sell |
7,600
-110
| -1% | -$17.3K | 0.96% | 26 |
|
|
2024
Q3 | $1.17M | Sell |
7,710
-9,000
| -54% | -$1.54M | 1.01% | 31 |
|
|
2024
Q2 | $3.04M | Buy |
16,710
+7,500
| +81% | +$1.34M | 2.18% | 15 |
|
|
2024
Q1 | $1.76M | Buy |
9,210
+583
| +7% | +$120K | 1.42% | 22 |
|
|
2023
Q4 | $2.25M | Sell |
8,627
-50
| -0.6% | -$10.7K | 1.89% | 18 |
|
|
2023
Q3 | $1.66M | Hold |
8,677
| – | – | 1.51% | 23 |
|
|
2023
Q2 | $1.83M | Sell |
8,677
-4,291
| -33% | -$891K | 1.56% | 22 |
|
|
2023
Q1 | $3.3M | Buy |
12,968
+4,041
| +45% | +$840K | 2.48% | 8 |
|
|
2022
Q4 | $1.7M | Hold |
8,927
| – | – | 1.61% | 23 |
|
|
2022
Q3 | $1.08M | Buy |
8,927
+3,507
| +65% | +$538K | 1.09% | 31 |
|
|
2022
Q2 | $2.6M | Sell |
5,420
-4,580
| -46% | -$676K | 2.26% | 15 |
|
|
2022
Q1 | $1.91M | Sell |
10,000
-2,968
| -23% | -$596K | 1.49% | 25 |
|
|
2021
Q4 | $2.61M | Hold |
12,968
| – | – | 1.81% | 22 |
|
|
2021
Q3 | $2.85M | Hold |
12,968
| – | – | 2.1% | 17 |
|
|
2021
Q2 | $3.11M | Hold |
12,968
| – | – | 2.12% | 19 |
|
|
2021
Q1 | $3.3M | Hold |
12,968
| – | – | 2.35% | 11 |
|
|
2020
Q4 | $2.77M | Buy |
12,968
+350
| +3% | +$67.3K | 2.1% | 18 |
|
|
2020
Q3 | $2.08M | Buy |
12,618
+500
| +4% | +$85.2K | 1.82% | 21 |
|
|
2020
Q2 | $2.22M | Buy |
12,118
+1,104
| +10% | +$170K | 2.01% | 18 |
|
|
2020
Q1 | $1.64M | Sell |
11,014
-95
| -0.9% | -$26K | 1.68% | 21 |
|
|
2019
Q4 | $3.62M | Buy |
11,109
+4
| +0% | +$1.42K | 2.88% | 10 |
|
|
2019
Q3 | $4.22M | Buy |
11,105
+4
| +0% | +$1.43K | 3.75% | 6 |
|
|
2019
Q2 | $4.04M | Sell |
11,101
-147
| -1% | -$53.6K | 3.52% | 7 |
|
|
2019
Q1 | $4.29M | Buy |
11,248
+293
| +3% | +$113K | 3.72% | 5 |
|
|
2018
Q4 | $3.55M | Buy |
10,955
+210
| +2% | +$72.5K | 3.28% | 8 |
|
|
2018
Q3 | $4M | Sell |
10,745
-994
| -8% | -$349K | 3.52% | 7 |
|
|
2018
Q2 | $3.94M | Buy |
11,739
+4,750
| +68% | +$1.63M | 3.76% | 6 |
|
|
2018
Q1 | $2.22M | Sell |
6,989
-447
| -6% | -$151K | 2.37% | 16 |
|
|
2017
Q4 | $2.19M | Sell |
7,436
-1,673
| -18% | -$453K | 2.31% | 17 |
|
|
2017
Q3 | $2.32M | Sell |
9,109
-700
| -7% | -$163K | 2.56% | 16 |
|
|
2017
Q2 | $1.94M | Sell |
9,809
-995
| -9% | -$185K | 2.14% | 18 |
|
|
2017
Q1 | $1.91M | Sell |
10,804
-2,796
| -21% | -$476K | 2.08% | 18 |
|
|
2016
Q4 | $2.12M | Sell |
13,600
-698
| -5% | -$102K | 2.44% | 13 |
|
|
2016
Q3 | $1.86M | Hold |
14,298
| – | – | 2.07% | 15 |
|
|
2016
Q2 | $1.86M | Sell |
14,298
-241
| -2% | -$31.4K | 2.07% | 15 |
|
|
2016
Q1 | $1.84M | Buy |
14,539
+904
| +7% | +$112K | 2.11% | 17 |
|
|
2015
Q4 | $1.97M | Buy |
13,635
+3
| +0% | +$432 | 2.12% | 16 |
|
|
2015
Q3 | $1.78M | Sell |
13,632
-368
| -3% | -$51K | 1.97% | 16 |
|
|
2015
Q2 | $1.97M | Sell |
14,000
-1,000
| -7% | -$146K | 2.2% | 14 |
|
|
2015
Q1 | $2.21M | Hold |
15,000
| – | – | 2.46% | 13 |
|
|
2014
Q4 | $1.95M | Buy |
15,000
+514
| +4% | +$65.2K | 2.05% | 15 |
|
|
2014
Q3 | $1.82M | Hold |
14,486
| – | – | 2.1% | 16 |
|
|
2014
Q2 | $1.84M | Hold |
14,486
| – | – | 2.01% | 16 |
|
|
2014
Q1 | $1.82M | Hold |
14,486
| – | – | 2.1% | 16 |
|
|
2013
Q4 | $1.96M | Hold |
14,486
| – | – | 2.17% | 15 |
|
|
2013
Q3 | $1.7M | Hold |
14,486
| – | – | 2.32% | 14 |
|
|
2013
Q2 | $1.5M | Buy |
+14,486
| New | +$1.38M | 2.16% | 16 |
|
Other funds holding BA
VCM
VPM
