Hoertkorn Richard Charles’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 | $3.65M | Sell |
18,321
-17,050
| -48% | -$3.88M | 2.99% | 12 |
|
|
2025
Q4 | $7.68M | Buy |
35,371
+1,355
| +4% | +$279K | 2.98% | 12 |
|
|
2025
Q3 | $7.34M | Buy |
34,016
+433
| +1% | +$97.6K | 2.84% | 14 |
|
|
2025
Q2 | $7.04M | Sell |
33,583
-110
| -0.3% | -$20.8K | 2.98% | 14 |
|
|
2025
Q1 | $5.75M | Sell |
33,693
-16
| -0% | -$2.77K | 2.66% | 13 |
|
|
2024
Q4 | $5.97M | Sell |
33,709
-238
| -0.7% | -$37.4K | 2.45% | 13 |
|
|
2024
Q3 | $5.16M | Sell |
33,947
-200
| -0.6% | -$34.3K | 2.23% | 13 |
|
|
2024
Q2 | $6.22M | Sell |
34,147
-1,425
| -4% | -$254K | 2.71% | 14 |
|
|
2024
Q1 | $6.87M | Sell |
35,572
-150
| -0.4% | -$30.8K | 2.95% | 14 |
|
|
2023
Q4 | $9.31M | Sell |
35,722
-184
| -0.5% | -$39.4K | 4.2% | 10 |
|
|
2023
Q3 | $6.88M | Hold |
35,906
| – | – | 3.44% | 11 |
|
|
2023
Q2 | $7.58M | Buy |
35,906
+766
| +2% | +$159K | 3.65% | 10 |
|
|
2023
Q1 | $7.46M | Hold |
35,140
| – | – | 3.86% | 9 |
|
|
2022
Q4 | $6.69M | Sell |
35,140
-1,555
| -4% | -$254K | 3.55% | 14 |
|
|
2022
Q3 | $4.44M | Buy |
36,695
+2,390
| +7% | +$367K | 2.54% | 16 |
|
|
2022
Q2 | $4.69M | Buy |
34,305
+2,177
| +7% | +$321K | 2.58% | 14 |
|
|
2022
Q1 | $6.15M | Buy |
32,128
+225
| +0.7% | +$45.2K | 2.7% | 15 |
|
|
2021
Q4 | $6.42M | Buy |
31,903
+770
| +2% | +$163K | 2.6% | 15 |
|
|
2021
Q3 | $6.85M | Buy |
31,133
+293
| +1% | +$65.3K | 3.08% | 13 |
|
|
2021
Q2 | $7.39M | Buy |
30,840
+210
| +0.7% | +$50.8K | 3.31% | 13 |
|
|
2021
Q1 | $7.8M | Buy |
30,630
+397
| +1% | +$88.2K | 3.85% | 11 |
|
|
2020
Q4 | $6.47M | Buy |
30,233
+4,263
| +16% | +$819K | 3.56% | 11 |
|
|
2020
Q3 | $4.29M | Buy |
25,970
+955
| +4% | +$163K | 2.84% | 13 |
|
|
2020
Q2 | $4.58M | Sell |
25,015
-126
| -0.5% | -$19.4K | 3.12% | 12 |
|
|
2020
Q1 | $3.75M | Buy |
25,141
+1,394
| +6% | +$382K | 3.07% | 14 |
|
|
2019
Q4 | $7.74M | Sell |
23,747
-240
| -1% | -$85K | 4.76% | 8 |
|
|
2019
Q3 | $9.13M | Buy |
23,987
+110
| +0.5% | +$39.3K | 5.9% | 6 |
|
|
2019
Q2 | $8.69M | Buy |
23,877
+973
| +4% | +$355K | 5.78% | 6 |
|
|
2019
Q1 | $8.74M | Buy |
22,904
+3,304
| +17% | +$1.27M | 5.8% | 4 |
|
|
2018
Q4 | $6.32M | Sell |
19,600
-350
| -2% | -$121K | 4.45% | 8 |
|
|
2018
Q3 | $7.42M | Sell |
19,950
-25
| -0.1% | -$8.78K | 4.4% | 6 |
|
|
2018
Q2 | $6.7M | Sell |
19,975
-340
| -2% | -$117K | 4.11% | 9 |
|
|
2018
Q1 | $6.66M | Sell |
20,315
-735
| -3% | -$248K | 4.11% | 9 |
|
|
2017
Q4 | $6.21M | Sell |
21,050
-25
| -0.1% | -$6.77K | 3.68% | 12 |
|
|
2017
Q3 | $5.36M | Sell |
21,075
-1,625
| -7% | -$379K | 3.4% | 13 |
|
|
2017
Q2 | $4.49M | Sell |
22,700
-1,225
| -5% | -$228K | 2.97% | 15 |
|
|
2017
Q1 | $4.23M | Sell |
23,925
-510
| -2% | -$86.9K | 2.82% | 15 |
|
|
2016
Q4 | $3.8M | Sell |
24,435
-1,578
| -6% | -$230K | 2.63% | 15 |
|
|
2016
Q3 | $3.43M | Sell |
26,013
-1,100
| -4% | -$145K | 2.67% | 15 |
|
|
2016
Q2 | $3.52M | Sell |
27,113
-150
| -0.6% | -$19.6K | 2.81% | 10 |
|
|
2016
Q1 | $3.46M | Sell |
27,263
-122
| -0.4% | -$15.1K | 2.77% | 12 |
|
|
2015
Q4 | $3.96M | Sell |
27,385
-1,000
| -4% | -$144K | 2.97% | 10 |
|
|
2015
Q3 | $3.72M | Buy |
28,385
+250
| +0.9% | +$34.7K | 2.93% | 12 |
|
|
2015
Q2 | $3.9M | Sell |
28,135
-50
| -0.2% | -$7.29K | 2.91% | 13 |
|
|
2015
Q1 | $4.23M | Sell |
28,185
-1,050
| -4% | -$153K | 3.15% | 10 |
|
|
2014
Q4 | $3.8M | Buy |
29,235
+1,800
| +7% | +$228K | 2.69% | 14 |
|
|
2014
Q3 | $3.5M | Buy |
27,435
+2,350
| +9% | +$296K | 2.58% | 15 |
|
|
2014
Q2 | $3.19M | Sell |
25,085
-200
| -0.8% | -$26.1K | 2.38% | 17 |
|
|
2014
Q1 | $3.17M | Buy |
25,285
+400
| +2% | +$52.1K | 2.49% | 17 |
|
|
2013
Q4 | $3.4M | Buy |
+24,885
| New | +$3.23M | 2.62% | 15 |
|
Other funds holding BA
VCM
VPM
