Journey Advisory Group’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 | $425K | Buy |
2,136
+218
| +11% | +$49.6K | 0.04% | 193 |
|
|
2025
Q4 | $416K | Sell |
1,918
-120
| -6% | -$24.7K | 0.04% | 203 |
|
|
2025
Q3 | $440K | Hold |
2,038
| – | – | 0.03% | 202 |
|
|
2025
Q2 | $427K | Buy |
2,038
+366
| +22% | +$69.1K | 0.03% | 209 |
|
|
2025
Q1 | $285K | Buy |
1,672
+194
| +13% | +$33.6K | 0.02% | 243 |
|
|
2024
Q4 | $269K | Hold |
1,478
| – | – | 0.03% | 198 |
|
|
2024
Q3 | $269K | Hold |
1,478
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $269K | Sell |
1,478
-1,236
| -46% | -$220K | 0.03% | 198 |
|
|
2024
Q1 | $524K | Sell |
2,714
-370
| -12% | -$76K | 0.06% | 159 |
|
|
2023
Q4 | $804K | Buy |
3,084
+20
| +0.7% | +$4.28K | 0.11% | 119 |
|
|
2023
Q3 | $587K | Hold |
3,064
| – | – | 0.09% | 135 |
|
|
2023
Q2 | $647K | Sell |
3,064
-503
| -14% | -$104K | 0.1% | 131 |
|
|
2023
Q1 | $758K | Buy |
3,567
+371
| +12% | +$77.1K | 0.12% | 128 |
|
|
2022
Q4 | $609K | Buy |
3,196
+886
| +38% | +$145K | 0.15% | 121 |
|
|
2022
Q3 | $280K | Sell |
2,310
-760
| -25% | -$117K | 0.07% | 188 |
|
|
2022
Q2 | $519K | Buy |
3,070
+925
| +43% | +$136K | 0.12% | 146 |
|
|
2022
Q1 | $411K | Buy |
2,145
+965
| +82% | +$194K | 0.1% | 154 |
|
|
2021
Q4 | $238K | Sell |
1,180
-750
| -39% | -$158K | 0.07% | 188 |
|
|
2021
Q3 | $425K | Sell |
1,930
-950
| -33% | -$212K | 0.14% | 133 |
|
|
2021
Q2 | $690K | Sell |
2,880
-215
| -7% | -$52K | 0.22% | 98 |
|
|
2021
Q1 | $788K | Sell |
3,095
-25
| -0.8% | -$5.56K | 0.28% | 81 |
|
|
2020
Q4 | $668K | Buy |
+3,120
| New | +$600K | 0.25% | 86 |
|
Other funds holding BA
VCM
VPM
