Heck Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
1,398
+49
| +4% | +$10.3K | 0.03% | 163 |
|
|
2025
Q1 | $230K | Buy |
+1,349
| New | +$230K | 0.03% | 149 |
|
|
2022
Q3 | – | Sell |
-2,858
| Closed | -$391K | – | 136 |
|
|
2022
Q2 | $391K | Sell |
2,858
-1,906
| -40% | -$261K | 0.08% | 89 |
|
|
2022
Q1 | $912K | Sell |
4,764
-42
| -0.9% | -$8.04K | 0.16% | 71 |
|
|
2021
Q4 | $968K | Sell |
4,806
-350
| -7% | -$70.5K | 0.18% | 71 |
|
|
2021
Q3 | $1.13M | Sell |
5,156
-91
| -2% | -$20K | 0.23% | 58 |
|
|
2021
Q2 | $1.26M | Buy |
5,247
+75
| +1% | +$18K | 0.25% | 56 |
|
|
2021
Q1 | $1.32M | Sell |
5,172
-139
| -3% | -$35.4K | 0.29% | 50 |
|
|
2020
Q4 | $1.14M | Sell |
5,311
-14
| -0.3% | -$3K | 0.28% | 46 |
|
|
2020
Q3 | $880K | Buy |
5,325
+2,355
| +79% | +$389K | 0.25% | 43 |
|
|
2020
Q2 | $544K | Buy |
2,970
+761
| +34% | +$139K | 0.12% | 50 |
|
|
2020
Q1 | $329K | Buy |
2,209
+799
| +57% | +$119K | 0.09% | 59 |
|
|
2019
Q4 | $459K | Buy |
1,410
+48
| +4% | +$15.6K | 0.11% | 53 |
|
|
2019
Q3 | $518K | Buy |
1,362
+51
| +4% | +$19.4K | 0.16% | 45 |
|
|
2019
Q2 | $477K | Buy |
1,311
+42
| +3% | +$15.3K | 0.13% | 46 |
|
|
2019
Q1 | $484K | Buy |
1,269
+49
| +4% | +$18.7K | 0.14% | 44 |
|
|
2018
Q4 | $393K | Sell |
1,220
-32
| -3% | -$10.3K | 0.14% | 45 |
|
|
2018
Q3 | $466K | Sell |
1,252
-73
| -6% | -$27.1K | 0.15% | 47 |
|
|
2018
Q2 | $445K | Buy |
1,325
+6
| +0.5% | +$2.01K | 0.16% | 46 |
|
|
2018
Q1 | $432K | Sell |
1,319
-226
| -15% | -$74.1K | 0.19% | 39 |
|
|
2017
Q4 | $456K | Buy |
1,545
+7
| +0.5% | +$2.06K | 0.22% | 35 |
|
|
2017
Q3 | $391K | Sell |
1,538
-306
| -17% | -$77.8K | 0.21% | 33 |
|
|
2017
Q2 | $365K | Sell |
1,844
-139
| -7% | -$27.5K | 0.21% | 31 |
|
|
2017
Q1 | $351K | Sell |
1,983
-95
| -5% | -$16.8K | 0.22% | 29 |
|
|
2016
Q4 | $324K | Buy |
+2,078
| New | +$324K | 0.24% | 29 |
|