Institutional & Family Asset Management’s Boeing BA Stock Holding History

Institutional & Family Asset Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$18.9K	Buy	104 +49	+89%	+$8.9K	﹤0.01%	342
2024 Q1	$10.6K	Hold	55	–	–	﹤0.01%	403
2023 Q4	$14.3K	Hold	55	–	–	﹤0.01%	348
2023 Q3	$10.5K	Hold	55	–	–	﹤0.01%	367
2023 Q2	$11.6K	Hold	55	–	–	﹤0.01%	369
2023 Q1	$11.6K	Hold	55	–	–	﹤0.01%	359
2022 Q4	$10.4K	Sell	55 -308	-85%	-$58.4K	﹤0.01%	369
2022 Q3	$44K	Buy	363 +308	+560%	+$37.3K	0.01%	230
2022 Q2	$7K	Sell	55 -75	-58%	-$9.55K	﹤0.01%	426
2022 Q1	$25K	Sell	130 -300	-70%	-$57.7K	﹤0.01%	324
2021 Q4	$87K	Sell	430 -85	-17%	-$17.2K	0.01%	215
2021 Q3	$113K	Hold	515	–	–	0.02%	225
2021 Q2	$123K	Hold	515	–	–	0.02%	216
2021 Q1	$131K	Buy	515 +61	+13%	+$15.5K	0.03%	231
2020 Q4	$97K	Buy	454 +313	+222%	+$66.9K	0.02%	248
2020 Q3	$23K	Sell	141 -686	-83%	-$112K	0.01%	384
2020 Q2	$152K	Buy	827 +273	+49%	+$50.2K	0.03%	196
2020 Q1	$83K	Sell	554 -745	-57%	-$112K	0.02%	224
2019 Q4	$423K	Buy	1,299 +6	+0.5%	+$1.95K	0.09%	131
2019 Q3	$492K	Sell	1,293 -15	-1%	-$5.71K	0.11%	116
2019 Q2	$476K	Sell	1,308 -582	-31%	-$212K	0.1%	117
2019 Q1	$721K	Buy	1,890 +1,248	+194%	+$476K	0.15%	99
2018 Q4	$207K	Sell	642 -347	-35%	-$112K	0.05%	158
2018 Q3	$368K	Buy	989 +70	+8%	+$26K	0.07%	144
2018 Q2	$308K	Buy	919 +494	+116%	+$166K	0.06%	149
2018 Q1	$139K	Buy	+425	New	+$139K	0.03%	198
2017 Q4	–	Sell	-4,514	Closed	-$1.15M	–	168
2017 Q3	$1.15M	Buy	4,514 +39	+0.9%	+$9.92K	0.23%	81
2017 Q2	$885K	Sell	4,475 -1	-0%	-$198	0.22%	69
2017 Q1	$792K	Sell	4,476 -198	-4%	-$35K	0.25%	71
2016 Q4	$728K	Buy	4,674 +200	+4%	+$31.2K	0.23%	77
2016 Q3	$589K	Hold	4,474	–	–	0.2%	84
2016 Q2	$581K	Buy	4,474 +1,480	+49%	+$192K	0.2%	84
2016 Q1	$433K	Hold	2,994	–	–	0.16%	93
2015 Q4	$433K	Buy	+2,994	New	+$433K	0.16%	93