Halbert Hargrove Global Advisors’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 | $215K | Buy |
1,079
+79
| +8% | +$18K | 0.01% | 91 |
|
|
2025
Q4 | $217K | Sell |
1,000
-40
| -4% | -$8.23K | 0.01% | 87 |
|
|
2025
Q3 | $224K | Buy |
+1,040
| New | +$234K | 0.01% | 95 |
|
|
2025
Q2 | – | Sell |
-28
| Closed | -$4.76K | – | 347 |
|
|
2025
Q1 | $4.76K | Buy |
+28
| New | +$4.85K | ﹤0.01% | 315 |
|
|
2023
Q2 | – | Sell |
-1,190
| Closed | -$253K | – | 105 |
|
|
2023
Q1 | $253K | Buy |
1,190
+24
| +2% | +$4.99K | 0.02% | 133 |
|
|
2022
Q4 | $222K | Buy |
+1,166
| New | +$191K | 0.02% | 143 |
|
|
2022
Q2 | – | Sell |
-1,102
| Closed | -$211K | – | 149 |
|
|
2022
Q1 | $211K | Sell |
1,102
-31
| -3% | -$6.22K | 0.01% | 158 |
|
|
2021
Q4 | $228K | Sell |
1,133
-54
| -5% | -$11.4K | 0.01% | 145 |
|
|
2021
Q3 | $261K | Sell |
1,187
-46
| -4% | -$10.3K | 0.02% | 117 |
|
|
2021
Q2 | $295K | Buy |
+1,233
| New | +$298K | 0.02% | 113 |
|
|
2020
Q1 | – | Sell |
-745
| Closed | -$243K | – | 81 |
|
|
2019
Q4 | $243K | Sell |
745
-18
| -2% | -$6.37K | 0.06% | 67 |
|
|
2019
Q3 | $291K | Sell |
763
-4
| -0.5% | -$1.43K | 0.08% | 61 |
|
|
2019
Q2 | $279K | Sell |
767
-7
| -0.9% | -$2.55K | 0.08% | 59 |
|
|
2019
Q1 | $295K | Buy |
774
+11
| +1% | +$4.23K | 1.14% | 33 |
|
|
2018
Q4 | $246K | Sell |
763
-11
| -1% | -$3.8K | 0.06% | 63 |
|
|
2018
Q3 | $288K | Sell |
774
-30
| -4% | -$10.5K | 0.07% | 52 |
|
|
2018
Q2 | $270K | Buy |
804
+2
| +0.2% | +$688 | 0.07% | 58 |
|
|
2018
Q1 | $263K | Buy |
802
+46
| +6% | +$15.5K | 0.07% | 56 |
|
|
2017
Q4 | $223K | Sell |
756
-44
| -6% | -$11.9K | 0.06% | 64 |
|
|
2017
Q3 | $203K | Buy |
+800
| New | +$186K | 0.06% | 64 |
|
|
2013
Q4 | – | Sell |
-2,213
| Closed | -$260K | – | 125 |
|
|
2013
Q3 | $260K | Sell |
2,213
-27
| -1% | -$2.91K | 0.09% | 92 |
|
|
2013
Q2 | $229K | Buy |
+2,240
| New | +$213K | 0.08% | 94 |
|
Other funds holding BA
VCM
VPM
