Institutional & Family Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18.9K | Buy |
104
+49
| +89% | +$8.73K | ﹤0.01% | 343 |
|
|
2024
Q1 | $10.6K | Hold |
55
| – | – | ﹤0.01% | 405 |
|
|
2023
Q4 | $14.3K | Hold |
55
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $10.5K | Hold |
55
| – | – | ﹤0.01% | 368 |
|
|
2023
Q2 | $11.6K | Hold |
55
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $11.6K | Hold |
55
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $10.4K | Sell |
55
-308
| -85% | -$50.4K | ﹤0.01% | 370 |
|
|
2022
Q3 | $44K | Buy |
363
+308
| +560% | +$47.2K | 0.01% | 231 |
|
|
2022
Q2 | $7K | Sell |
55
-75
| -58% | -$11.1K | ﹤0.01% | 427 |
|
|
2022
Q1 | $25K | Sell |
130
-300
| -70% | -$60.2K | ﹤0.01% | 327 |
|
|
2021
Q4 | $87K | Sell |
430
-85
| -17% | -$18K | 0.01% | 216 |
|
|
2021
Q3 | $113K | Hold |
515
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $123K | Hold |
515
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $131K | Buy |
515
+61
| +13% | +$13.6K | 0.03% | 232 |
|
|
2020
Q4 | $97K | Buy |
454
+313
| +222% | +$60.2K | 0.02% | 249 |
|
|
2020
Q3 | $23K | Sell |
141
-686
| -83% | -$117K | 0.01% | 386 |
|
|
2020
Q2 | $152K | Buy |
827
+273
| +49% | +$42K | 0.03% | 197 |
|
|
2020
Q1 | $83K | Sell |
554
-745
| -57% | -$204K | 0.02% | 226 |
|
|
2019
Q4 | $423K | Buy |
1,299
+6
| +0.5% | +$2.12K | 0.09% | 132 |
|
|
2019
Q3 | $492K | Sell |
1,293
-15
| -1% | -$5.36K | 0.11% | 117 |
|
|
2019
Q2 | $476K | Sell |
1,308
-582
| -31% | -$212K | 0.1% | 118 |
|
|
2019
Q1 | $721K | Buy |
1,890
+1,248
| +194% | +$480K | 0.15% | 100 |
|
|
2018
Q4 | $207K | Sell |
642
-347
| -35% | -$120K | 0.05% | 159 |
|
|
2018
Q3 | $368K | Buy |
989
+70
| +8% | +$24.6K | 0.07% | 145 |
|
|
2018
Q2 | $308K | Buy |
919
+494
| +116% | +$170K | 0.06% | 150 |
|
|
2018
Q1 | $139K | Buy |
+425
| New | +$144K | 0.03% | 199 |
|
|
2017
Q4 | – | Sell |
-4,514
| Closed | -$1.15M | – | 170 |
|
|
2017
Q3 | $1.15M | Buy |
4,514
+39
| +0.9% | +$9.09K | 0.23% | 82 |
|
|
2017
Q2 | $885K | Sell |
4,475
-1
| -0% | -$186 | 0.22% | 69 |
|
|
2017
Q1 | $792K | Sell |
4,476
-198
| -4% | -$33.7K | 0.25% | 71 |
|
|
2016
Q4 | $728K | Buy |
4,674
+200
| +4% | +$29.2K | 0.23% | 77 |
|
|
2016
Q3 | $589K | Hold |
4,474
| – | – | 0.2% | 84 |
|
|
2016
Q2 | $581K | Buy |
4,474
+1,480
| +49% | +$193K | 0.2% | 84 |
|
|
2016
Q1 | $433K | Hold |
2,994
| – | – | 0.16% | 93 |
|
|
2015
Q4 | $433K | Buy |
+2,994
| New | +$431K | 0.16% | 93 |
|
Other funds holding BA
Institutional & Family Asset Management's BA Position: Q2 2024 in Review
Institutional & Family Asset Management increased its Boeing (BA) stake by 89% in Q2 2024, buying an estimated $8.73K and bringing the position to 104 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #343.
Institutional & Family Asset Management first reported a position in BA in Q4 2015 and has held it in 34 quarters since. The position peaked at $1.15M in Q3 2017. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.
- Institutional & Family Asset Management held 104 shares of Boeing worth $18.9K as of Q2 2024.
- Institutional & Family Asset Management bought 49 Boeing shares in Q2 2024, an estimated $8.73K.
- Boeing made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #343 holding.
- Institutional & Family Asset Management first reported a position in Boeing in Q4 2015 and has held it in 34 quarters since.
- Institutional & Family Asset Management's Boeing position peaked at $1.15M in Q3 2017.
- 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.