Investment House LLC’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,430
| Closed | -$2.55M | – | 215 |
|
|
2024
Q4 | $2.55M | Buy |
+14,430
| New | +$2.55M | 0.14% | 103 |
|
|
2024
Q3 | – | Sell |
-10,574
| Closed | -$1.92M | – | 208 |
|
|
2024
Q2 | $1.92M | Sell |
10,574
-16,683
| -61% | -$3.04M | 0.11% | 105 |
|
|
2024
Q1 | $5.26M | Buy |
+27,257
| New | +$5.26M | 0.31% | 72 |
|
|
2022
Q2 | – | Sell |
-9,025
| Closed | -$1.73M | – | 166 |
|
|
2022
Q1 | $1.73M | Buy |
+9,025
| New | +$1.73M | 0.13% | 88 |
|
|
2021
Q2 | – | Sell |
-8,760
| Closed | -$2.23M | – | 196 |
|
|
2021
Q1 | $2.23M | Buy |
+8,760
| New | +$2.23M | 0.17% | 83 |
|
|
2020
Q3 | – | Sell |
-3,545
| Closed | -$650K | – | 205 |
|
|
2020
Q2 | $650K | Buy |
+3,545
| New | +$650K | 0.06% | 127 |
|
|
2019
Q4 | – | Sell |
-595
| Closed | -$226K | – | 220 |
|
|
2019
Q3 | $226K | Sell |
595
-425
| -42% | -$161K | 0.02% | 184 |
|
|
2019
Q2 | $371K | Hold |
1,020
| – | – | 0.04% | 151 |
|
|
2019
Q1 | $389K | Sell |
1,020
-1,050
| -51% | -$400K | 0.04% | 145 |
|
|
2018
Q4 | $668K | Hold |
2,070
| – | – | 0.08% | 117 |
|
|
2018
Q3 | $770K | Buy |
2,070
+45
| +2% | +$16.7K | 0.08% | 119 |
|
|
2018
Q2 | $679K | Sell |
2,025
-25
| -1% | -$8.38K | 0.08% | 126 |
|
|
2018
Q1 | $672K | Hold |
2,050
| – | – | 0.08% | 125 |
|
|
2017
Q4 | $605K | Hold |
2,050
| – | – | 0.07% | 131 |
|
|
2017
Q3 | $521K | Hold |
2,050
| – | – | 0.07% | 134 |
|
|
2017
Q2 | $405K | Hold |
2,050
| – | – | 0.05% | 150 |
|
|
2017
Q1 | $363K | Hold |
2,050
| – | – | 0.05% | 154 |
|
|
2016
Q4 | $319K | Hold |
2,050
| – | – | 0.05% | 157 |
|
|
2016
Q3 | $270K | Hold |
2,050
| – | – | 0.04% | 167 |
|
|
2016
Q2 | $266K | Hold |
2,050
| – | – | 0.04% | 163 |
|
|
2016
Q1 | $260K | Buy |
2,050
+75
| +4% | +$9.51K | 0.04% | 167 |
|
|
2015
Q4 | $286K | Buy |
1,975
+75
| +4% | +$10.9K | 0.05% | 149 |
|
|
2015
Q3 | $249K | Buy |
+1,900
| New | +$249K | 0.04% | 144 |
|