Herold 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 | $1.33M | Sell |
6,331
-1,029
| -14% | -$216K | 0.28% | 99 |
|
|
2025
Q1 | $1.26M | Buy |
7,360
+675
| +10% | +$115K | 0.28% | 100 |
|
|
2024
Q4 | $1.18M | Buy |
6,685
+150
| +2% | +$26.6K | 0.26% | 106 |
|
|
2024
Q3 | $994K | Sell |
6,535
-180
| -3% | -$27.4K | 0.22% | 129 |
|
|
2024
Q2 | $1.22M | Sell |
6,715
-165
| -2% | -$30K | 0.28% | 107 |
|
|
2024
Q1 | $1.33M | Buy |
6,880
+490
| +8% | +$94.6K | 0.32% | 89 |
|
|
2023
Q4 | $1.67M | Sell |
6,390
-101
| -2% | -$26.3K | 0.46% | 66 |
|
|
2023
Q3 | $1.24M | Buy |
6,491
+250
| +4% | +$47.9K | 0.38% | 74 |
|
|
2023
Q2 | $1.32M | Sell |
6,241
-504
| -7% | -$106K | 0.4% | 74 |
|
|
2023
Q1 | $1.43M | Sell |
6,745
-101
| -1% | -$21.5K | 0.5% | 62 |
|
|
2022
Q4 | $1.3M | Buy |
6,846
+1,350
| +25% | +$257K | 0.55% | 58 |
|
|
2022
Q3 | $665K | Buy |
5,496
+300
| +6% | +$36.3K | 0.32% | 94 |
|
|
2022
Q2 | $710K | Buy |
5,196
+450
| +9% | +$61.5K | 0.32% | 95 |
|
|
2022
Q1 | $909K | Buy |
4,746
+380
| +9% | +$72.8K | 0.32% | 94 |
|
|
2021
Q4 | $879K | Buy |
4,366
+950
| +28% | +$191K | 0.34% | 93 |
|
|
2021
Q3 | $751K | Buy |
+3,416
| New | +$751K | 0.29% | 97 |
|