IPG Investment 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 | $202K | Sell |
1,013
-139
| -12% | -$31.7K | 0.03% | 223 |
|
|
2025
Q4 | $250K | Buy |
1,152
+15
| +1% | +$3.08K | 0.04% | 189 |
|
|
2025
Q3 | $245K | Sell |
1,137
-287
| -20% | -$64.7K | 0.04% | 185 |
|
|
2025
Q2 | $298K | Buy |
1,424
+34
| +2% | +$6.42K | 0.06% | 138 |
|
|
2025
Q1 | $237K | Buy |
1,390
+130
| +10% | +$22.5K | 0.05% | 145 |
|
|
2024
Q4 | $223K | Buy |
+1,260
| New | +$198K | 0.05% | 150 |
|
|
2024
Q1 | – | Sell |
-1,246
| Closed | -$325K | – | 175 |
|
|
2023
Q4 | $325K | Buy |
+1,246
| New | +$266K | 0.06% | 137 |
|
|
2023
Q3 | – | Sell |
-996
| Closed | -$210K | – | 161 |
|
|
2023
Q2 | $210K | Hold |
996
| – | – | 0.05% | 154 |
|
|
2023
Q1 | $212K | Buy |
+996
| New | +$207K | 0.05% | 143 |
|
|
2021
Q4 | – | Sell |
-1,293
| Closed | -$284K | – | 208 |
|
|
2021
Q3 | $284K | Sell |
1,293
-5,567
| -81% | -$1.24M | 0.09% | 92 |
|
|
2021
Q2 | $1.64M | Sell |
6,860
-1,129
| -14% | -$273K | 0.48% | 33 |
|
|
2021
Q1 | $2.03M | Buy |
+7,989
| New | +$1.78M | 0.4% | 44 |
|
|
2020
Q3 | – | Sell |
-2,092
| Closed | -$383K | – | 157 |
|
|
2020
Q2 | $383K | Buy |
+2,092
| New | +$322K | 0.13% | 87 |
|
|
2020
Q1 | – | Sell |
-824
| Closed | -$268K | – | 127 |
|
|
2019
Q4 | $268K | Sell |
824
-40
| -5% | -$14.2K | 0.09% | 109 |
|
|
2019
Q3 | $329K | Sell |
864
-300
| -26% | -$107K | 0.11% | 92 |
|
|
2019
Q2 | $424K | Sell |
1,164
-181
| -13% | -$66K | 0.15% | 83 |
|
|
2019
Q1 | $513K | Buy |
1,345
+202
| +18% | +$77.8K | 0.18% | 79 |
|
|
2018
Q4 | $368K | Sell |
1,143
-271
| -19% | -$93.6K | 0.14% | 86 |
|
|
2018
Q3 | $526K | Sell |
1,414
-2,498
| -64% | -$878K | 0.17% | 81 |
|
|
2018
Q2 | $1.31M | Buy |
3,912
+2,652
| +210% | +$912K | 0.46% | 35 |
|
|
2018
Q1 | $413K | Buy |
1,260
+274
| +28% | +$92.6K | 0.13% | 90 |
|
|
2017
Q4 | $291K | Buy |
+986
| New | +$267K | 0.12% | 101 |
|
Other funds holding BA
VCM
VPM
