IAS
IMA Advisory Services’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17K | Buy |
39
+4
| +11% | +$838 | ﹤0.01% | 316 |
|
|
2025
Q1 | $5.97K | Buy |
+35
| New | +$5.97K | ﹤0.01% | 317 |
|
|
2024
Q4 | – | Sell |
-130
| Closed | -$19.8K | – | 178 |
|
|
2024
Q3 | $19.8K | Buy |
+130
| New | +$19.8K | ﹤0.01% | 222 |
|
|
2023
Q4 | – | Sell |
-567
| Closed | -$109K | – | 82 |
|
|
2023
Q3 | $109K | Buy |
567
+100
| +21% | +$19.2K | 0.03% | 155 |
|
|
2023
Q2 | $98.6K | Hold |
467
| – | – | 0.03% | 154 |
|
|
2023
Q1 | $99.2K | Sell |
467
-728
| -61% | -$155K | 0.03% | 152 |
|
|
2022
Q4 | $228K | Sell |
1,195
-199
| -14% | -$37.9K | 0.06% | 130 |
|
|
2022
Q3 | $169K | Sell |
1,394
-462
| -25% | -$56K | 0.05% | 136 |
|
|
2022
Q2 | $254K | Sell |
1,856
-323
| -15% | -$44.2K | 0.06% | 132 |
|
|
2022
Q1 | $417K | Sell |
2,179
-8,781
| -80% | -$1.68M | 0.1% | 103 |
|
|
2021
Q4 | $2.21M | Sell |
10,960
-169
| -2% | -$34K | 0.49% | 74 |
|
|
2021
Q3 | $2.45M | Buy |
11,129
+185
| +2% | +$40.7K | 0.58% | 60 |
|
|
2021
Q2 | $2.62M | Sell |
10,944
-1,495
| -12% | -$358K | 0.61% | 62 |
|
|
2021
Q1 | $3.17M | Buy |
12,439
+77
| +0.6% | +$19.6K | 0.78% | 42 |
|
|
2020
Q4 | $2.65M | Buy |
12,362
+3,762
| +44% | +$805K | 0.74% | 49 |
|
|
2020
Q3 | $1.42M | Buy |
8,600
+2
| +0% | +$330 | 0.48% | 71 |
|
|
2020
Q2 | $1.58M | Sell |
8,598
-2,091
| -20% | -$383K | 0.57% | 64 |
|
|
2020
Q1 | $1.59M | Buy |
10,689
+2,565
| +32% | +$383K | 0.7% | 53 |
|
|
2019
Q4 | $2.65M | Buy |
8,124
+5,159
| +174% | +$1.68M | 0.98% | 42 |
|
|
2019
Q3 | $1.13M | Sell |
2,965
-13
| -0.4% | -$4.95K | 0.43% | 71 |
|
|
2019
Q2 | $1.08M | Sell |
2,978
-1,056
| -26% | -$384K | 0.41% | 71 |
|
|
2019
Q1 | $1.54M | Sell |
4,034
-164
| -4% | -$62.6K | 0.6% | 65 |
|
|
2018
Q4 | $1.35M | Sell |
4,198
-17
| -0.4% | -$5.48K | 0.63% | 56 |
|
|
2018
Q3 | $1.57M | Hold |
4,215
| – | – | 0.61% | 64 |
|
|
2018
Q2 | $1.41M | Sell |
4,215
-366
| -8% | -$123K | 0.59% | 70 |
|
|
2018
Q1 | $1.5M | Sell |
4,581
-156
| -3% | -$51.1K | 0.67% | 64 |
|
|
2017
Q4 | $1.4M | Sell |
4,737
-511
| -10% | -$151K | 0.63% | 66 |
|
|
2017
Q3 | $1.33M | Sell |
5,248
-1,770
| -25% | -$450K | 0.62% | 65 |
|
|
2017
Q2 | $1.39M | Sell |
7,018
-1,819
| -21% | -$360K | 0.67% | 53 |
|
|
2017
Q1 | $1.56M | Buy |
8,837
+2,861
| +48% | +$506K | 0.79% | 46 |
|
|
2016
Q4 | $930K | Sell |
5,976
-1,043
| -15% | -$162K | 0.57% | 59 |
|
|
2016
Q3 | $925K | Sell |
7,019
-4,103
| -37% | -$541K | 0.53% | 60 |
|
|
2016
Q2 | $1.44M | Sell |
11,122
-690
| -6% | -$89.6K | 0.91% | 41 |
|
|
2016
Q1 | $1.46M | Buy |
+11,812
| New | +$1.46M | 0.85% | 43 |
|