Hamel Associates’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,351
| Closed | -$2.96M | – | 72 |
|
|
2023
Q4 | $2.96M | Buy |
+11,351
| New | +$2.96M | 1.04% | 33 |
|
|
2023
Q3 | – | Sell |
-1,040
| Closed | -$220K | – | 74 |
|
|
2023
Q2 | $220K | Sell |
1,040
-8
| -0.8% | -$1.69K | 0.08% | 71 |
|
|
2023
Q1 | $223K | Buy |
+1,048
| New | +$223K | 0.08% | 79 |
|
|
2021
Q3 | – | Sell |
-880
| Closed | -$211K | – | 68 |
|
|
2021
Q2 | $211K | Buy |
880
+75
| +9% | +$18K | 0.08% | 67 |
|
|
2021
Q1 | $205K | Buy |
+805
| New | +$205K | 0.08% | 70 |
|
|
2020
Q1 | – | Sell |
-12,920
| Closed | -$4.21M | – | 69 |
|
|
2019
Q4 | $4.21M | Buy |
12,920
+3,165
| +32% | +$1.03M | 1.73% | 21 |
|
|
2019
Q3 | $3.71M | Sell |
9,755
-135
| -1% | -$51.4K | 1.59% | 25 |
|
|
2019
Q2 | $3.6M | Buy |
9,890
+390
| +4% | +$142K | 1.58% | 26 |
|
|
2019
Q1 | $3.62M | Buy |
9,500
+1,835
| +24% | +$700K | 1.63% | 25 |
|
|
2018
Q4 | $2.47M | Buy |
7,665
+6,710
| +703% | +$2.16M | 1.23% | 30 |
|
|
2018
Q3 | $355K | Buy |
955
+70
| +8% | +$26K | 0.15% | 82 |
|
|
2018
Q2 | $297K | Hold |
885
| – | – | 0.14% | 82 |
|
|
2018
Q1 | $290 | Buy |
+885
| New | +$290 | 0.02% | 81 |
|