JIC
Joel Isaacson & Co’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Buy |
3,754
+1,305
| +53% | +$273K | 0.03% | 194 |
|
|
2025
Q1 | $418K | Sell |
2,449
-991
| -29% | -$169K | 0.02% | 264 |
|
|
2024
Q4 | $609K | Buy |
3,440
+50
| +1% | +$8.85K | 0.03% | 209 |
|
|
2024
Q3 | $515K | Hold |
3,390
| – | – | 0.02% | 211 |
|
|
2024
Q2 | $617K | Buy |
3,390
+10
| +0.3% | +$1.82K | 0.03% | 189 |
|
|
2024
Q1 | $652K | Hold |
3,380
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $881K | Sell |
3,380
-10
| -0.3% | -$2.61K | 0.05% | 138 |
|
|
2023
Q3 | $650K | Hold |
3,390
| – | – | 0.04% | 156 |
|
|
2023
Q2 | $716K | Buy |
3,390
+664
| +24% | +$140K | 0.05% | 151 |
|
|
2023
Q1 | $579K | Hold |
2,726
| – | – | 0.04% | 170 |
|
|
2022
Q4 | $519K | Hold |
2,726
| – | – | 0.04% | 174 |
|
|
2022
Q3 | $330K | Buy |
2,726
+410
| +18% | +$49.6K | 0.03% | 210 |
|
|
2022
Q2 | $317K | Hold |
2,316
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $417K | Buy |
2,316
+108
| +5% | +$19.4K | 0.03% | 203 |
|
|
2021
Q4 | $445K | Buy |
2,208
+5
| +0.2% | +$1.01K | 0.03% | 202 |
|
|
2021
Q3 | $485K | Buy |
2,203
+20
| +0.9% | +$4.4K | 0.04% | 186 |
|
|
2021
Q2 | $523K | Sell |
2,183
-150
| -6% | -$35.9K | 0.04% | 171 |
|
|
2021
Q1 | $594K | Buy |
2,333
+50
| +2% | +$12.7K | 0.05% | 142 |
|
|
2020
Q4 | $489K | Buy |
2,283
+100
| +5% | +$21.4K | 0.05% | 150 |
|
|
2020
Q3 | $361K | Sell |
2,183
-20
| -0.9% | -$3.31K | 0.05% | 156 |
|
|
2020
Q2 | $404K | Buy |
2,203
+36
| +2% | +$6.6K | 0.06% | 136 |
|
|
2020
Q1 | $323K | Sell |
2,167
-979
| -31% | -$146K | 0.06% | 132 |
|
|
2019
Q4 | $1.03M | Hold |
3,146
| – | – | 0.13% | 75 |
|
|
2019
Q3 | $1.2M | Sell |
3,146
-912
| -22% | -$347K | 0.17% | 58 |
|
|
2019
Q2 | $1.48M | Sell |
4,058
-1,282
| -24% | -$467K | 0.22% | 51 |
|
|
2019
Q1 | $2.04M | Sell |
5,340
-307
| -5% | -$117K | 0.3% | 42 |
|
|
2018
Q4 | $1.99M | Buy |
5,647
+1,311
| +30% | +$463K | 0.32% | 40 |
|
|
2018
Q3 | $1.61M | Hold |
4,336
| – | – | 0.25% | 41 |
|
|
2018
Q2 | $1.46M | Hold |
4,336
| – | – | 0.24% | 41 |
|
|
2018
Q1 | $1.42M | Buy |
4,336
+200
| +5% | +$65.6K | 0.25% | 42 |
|
|
2017
Q4 | $1.22M | Buy |
4,136
+145
| +4% | +$42.8K | 0.21% | 51 |
|
|
2017
Q3 | $1.02M | Sell |
3,991
-300
| -7% | -$76.3K | 0.19% | 60 |
|
|
2017
Q2 | $849K | Hold |
4,291
| – | – | 0.16% | 62 |
|
|
2017
Q1 | $759K | Hold |
4,291
| – | – | 0.15% | 66 |
|
|
2016
Q4 | $668K | Buy |
4,291
+1,000
| +30% | +$156K | 0.13% | 70 |
|
|
2016
Q3 | $434K | Sell |
3,291
-70
| -2% | -$9.23K | 0.09% | 101 |
|
|
2016
Q2 | $436K | Sell |
3,361
-750
| -18% | -$97.3K | 0.09% | 100 |
|
|
2016
Q1 | $522K | Buy |
4,111
+750
| +22% | +$95.2K | 0.12% | 84 |
|
|
2015
Q4 | $486K | Hold |
3,361
| – | – | 0.12% | 82 |
|
|
2015
Q3 | $440K | Hold |
3,361
| – | – | 0.12% | 79 |
|
|
2015
Q2 | $466K | Hold |
3,361
| – | – | 0.12% | 88 |
|
|
2015
Q1 | $504K | Buy |
3,361
+70
| +2% | +$10.5K | 0.13% | 78 |
|
|
2014
Q4 | $428K | Buy |
3,291
+160
| +5% | +$20.8K | 0.12% | 84 |
|
|
2014
Q3 | $399K | Hold |
3,131
| – | – | 0.12% | 76 |
|
|
2014
Q2 | $398K | Hold |
3,131
| – | – | 0.12% | 78 |
|
|
2014
Q1 | $393K | Hold |
3,131
| – | – | 0.13% | 73 |
|
|
2013
Q4 | $427K | Hold |
3,131
| – | – | 0.16% | 62 |
|
|
2013
Q3 | $368K | Hold |
3,131
| – | – | 0.15% | 63 |
|
|
2013
Q2 | $321K | Buy |
+3,131
| New | +$321K | 0.15% | 68 |
|