IFP Advisors’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 | $2.19M | Sell |
11,002
-1,016
| -8% | -$231K | 0.05% | 421 |
|
|
2025
Q4 | $2.61M | Buy |
12,018
+944
| +9% | +$194K | 0.06% | 348 |
|
|
2025
Q3 | $2.39M | Buy |
11,074
+184
| +2% | +$41.5K | 0.06% | 335 |
|
|
2025
Q2 | $2.35M | Sell |
10,890
-6,793
| -38% | -$1.28M | 0.07% | 327 |
|
|
2025
Q1 | $3.02M | Sell |
17,683
-945
| -5% | -$164K | 0.09% | 248 |
|
|
2024
Q4 | $3.3M | Buy |
18,628
+1,114
| +6% | +$175K | 0.11% | 204 |
|
|
2024
Q3 | $2.66M | Buy |
17,514
+2,872
| +20% | +$492K | 0.1% | 237 |
|
|
2024
Q2 | $2.67M | Buy |
14,642
+1,855
| +15% | +$331K | 0.11% | 202 |
|
|
2024
Q1 | $2.47M | Sell |
12,787
-6,736
| -35% | -$1.38M | 0.11% | 207 |
|
|
2023
Q4 | $5.09M | Sell |
19,523
-485
| -2% | -$104K | 0.24% | 89 |
|
|
2023
Q3 | $3.84M | Buy |
20,008
+836
| +4% | +$183K | 0.17% | 116 |
|
|
2023
Q2 | $4.05M | Sell |
19,172
-4,864
| -20% | -$1.01M | 0.17% | 122 |
|
|
2023
Q1 | $3.46M | Sell |
24,036
-6,421
| -21% | -$1.33M | 0.15% | 133 |
|
|
2022
Q4 | $4.4M | Sell |
30,457
-4,247
| -12% | -$695K | 0.12% | 168 |
|
|
2022
Q3 | $5.02M | Buy |
34,704
+2,999
| +9% | +$460K | 0.13% | 159 |
|
|
2022
Q2 | $4.58M | Hold |
31,705
| – | – | 0.15% | 152 |
|
|
2022
Q1 | $4.58M | Buy |
31,705
+15,840
| +100% | +$3.18M | 0.15% | 152 |
|
|
2021
Q4 | $3.19M | Buy |
15,865
+2,282
| +17% | +$482K | 0.06% | 183 |
|
|
2021
Q3 | $3M | Sell |
13,583
-12,989
| -49% | -$2.9M | 0.06% | 194 |
|
|
2021
Q2 | $6.35M | Buy |
26,572
+239
| +0.9% | +$57.8K | 0.13% | 87 |
|
|
2021
Q1 | $6.74M | Buy |
26,333
+164
| +0.6% | +$36.5K | 0.13% | 79 |
|
|
2020
Q4 | $5.57M | Buy |
26,169
+1,008
| +4% | +$194K | 0.23% | 73 |
|
|
2020
Q3 | $4.12M | Buy |
25,161
+956
| +4% | +$163K | 0.25% | 80 |
|
|
2020
Q2 | $4.74M | Buy |
24,205
+12,413
| +105% | +$1.91M | 0.38% | 57 |
|
|
2020
Q1 | $2.15M | Sell |
11,792
-1,401
| -11% | -$384K | 0.22% | 108 |
|
|
2019
Q4 | $4.38M | Sell |
13,193
-1,512
| -10% | -$535K | 0.33% | 65 |
|
|
2019
Q3 | $5.63M | Buy |
+14,705
| New | +$5.26M | 0.38% | 58 |
|
|
2019
Q1 | $2.86M | Sell |
7,514
-13,795
| -65% | -$5.31M | 0.39% | 48 |
|
|
2018
Q4 | $6.74M | Sell |
21,309
-5,187
| -20% | -$1.79M | 0.41% | 48 |
|
|
2018
Q3 | $9.85M | Sell |
26,496
-3,470
| -12% | -$1.22M | 0.4% | 48 |
|
|
2018
Q2 | $10.1M | Sell |
29,966
-71
| -0.2% | -$24.4K | 0.42% | 41 |
|
|
2018
Q1 | $8.86M | Hold |
30,037
| – | – | 0.4% | 49 |
|
|
2017
Q4 | $8.86M | Sell |
30,037
-12,300
| -29% | -$3.33M | 0.4% | 49 |
|
|
2017
Q3 | $10.8M | Sell |
42,337
-509
| -1% | -$119K | 0.43% | 44 |
|
|
2017
Q2 | $8.47M | Buy |
42,846
+2,293
| +6% | +$427K | 0.36% | 53 |
|
|
2017
Q1 | $7.17M | Sell |
40,553
-3,141
| -7% | -$535K | 0.31% | 69 |
|
|
2016
Q4 | $6.8M | Buy |
43,694
+1,026
| +2% | +$150K | 0.33% | 62 |
|
|
2016
Q3 | $5.62M | Sell |
42,668
-1,272
| -3% | -$168K | 0.3% | 69 |
|
|
2016
Q2 | $5.71M | Buy |
43,940
+36,426
| +485% | +$4.75M | 0.32% | 64 |
|
|
2016
Q1 | $2.86M | Sell |
7,514
-29,900
| -80% | -$3.71M | 0.39% | 48 |
|
|
2015
Q4 | $5.41M | Buy |
+37,414
| New | +$5.39M | 0.36% | 64 |
|
Other funds holding BA
VCM
VPM
