Harrell Investment Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
+13,908
| New | +$2.91M | 0.74% | 44 |
|
|
2024
Q4 | – | Sell |
-1,615
| Closed | -$246K | – | 90 |
|
|
2024
Q3 | $246K | Hold |
1,615
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $294K | Hold |
1,615
| – | – | 0.09% | 83 |
|
|
2024
Q1 | $312K | Sell |
1,615
-400
| -20% | -$77.2K | 0.09% | 81 |
|
|
2023
Q4 | $525K | Hold |
2,015
| – | – | 0.16% | 71 |
|
|
2023
Q3 | $379K | Sell |
2,015
-2
| -0.1% | -$376 | 0.13% | 76 |
|
|
2023
Q2 | $426K | Sell |
2,017
-10
| -0.5% | -$2.11K | 0.14% | 74 |
|
|
2023
Q1 | $431K | Hold |
2,027
| – | – | 0.15% | 72 |
|
|
2022
Q4 | $386K | Hold |
2,027
| – | – | 0.15% | 74 |
|
|
2022
Q3 | $245K | Hold |
2,027
| – | – | 0.1% | 87 |
|
|
2022
Q2 | $277K | Sell |
2,027
-235
| -10% | -$32.1K | 0.11% | 86 |
|
|
2022
Q1 | $433K | Buy |
2,262
+170
| +8% | +$32.5K | 0.15% | 82 |
|
|
2021
Q4 | $421K | Buy |
2,092
+1,100
| +111% | +$221K | 0.13% | 80 |
|
|
2021
Q3 | $218K | Hold |
992
| – | – | 0.07% | 97 |
|
|
2021
Q2 | $238K | Sell |
992
-74
| -7% | -$17.8K | 0.08% | 93 |
|
|
2021
Q1 | $272K | Sell |
1,066
-10
| -0.9% | -$2.55K | 0.1% | 90 |
|
|
2020
Q4 | $230K | Buy |
+1,076
| New | +$230K | 0.09% | 84 |
|
|
2020
Q3 | – | Sell |
-1,314
| Closed | -$241K | – | 83 |
|
|
2020
Q2 | $241K | Buy |
+1,314
| New | +$241K | 0.12% | 72 |
|
|
2020
Q1 | – | Sell |
-938
| Closed | -$305K | – | 82 |
|
|
2019
Q4 | $305K | Buy |
+938
| New | +$305K | 0.14% | 75 |
|