Kelleher Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
3,644
+1,713
| +89% | +$359K | 0.27% | 56 |
|
|
2025
Q1 | $329K | Sell |
1,931
-15
| -0.8% | -$2.56K | 0.13% | 94 |
|
|
2024
Q4 | $344K | Sell |
1,946
-763
| -28% | -$135K | 0.13% | 91 |
|
|
2024
Q3 | $412K | Buy |
2,709
+76
| +3% | +$11.6K | 0.16% | 80 |
|
|
2024
Q2 | $479K | Buy |
2,633
+99
| +4% | +$18K | 0.2% | 68 |
|
|
2024
Q1 | $489K | Buy |
2,534
+10
| +0.4% | +$1.93K | 0.2% | 69 |
|
|
2023
Q4 | $658K | Sell |
2,524
-227
| -8% | -$59.2K | 0.31% | 46 |
|
|
2023
Q3 | $527K | Sell |
2,751
-521
| -16% | -$99.9K | 0.27% | 55 |
|
|
2023
Q2 | $691K | Buy |
3,272
+1
| +0% | +$211 | 0.4% | 45 |
|
|
2023
Q1 | $695K | Hold |
3,271
| – | – | 0.46% | 42 |
|
|
2022
Q4 | $623K | Buy |
3,271
+101
| +3% | +$19.2K | 0.47% | 42 |
|
|
2022
Q3 | $383K | Sell |
3,170
-5
| -0.2% | -$604 | 0.27% | 68 |
|
|
2022
Q2 | $434K | Buy |
3,175
+150
| +5% | +$20.5K | 0.2% | 82 |
|
|
2022
Q1 | $579K | Sell |
3,025
-90
| -3% | -$17.2K | 0.32% | 61 |
|
|
2021
Q4 | $627K | Sell |
3,115
-2,165
| -41% | -$436K | 0.33% | 60 |
|
|
2021
Q3 | $1.16M | Buy |
5,280
+2,322
| +78% | +$511K | 0.51% | 42 |
|
|
2021
Q2 | $709K | Hold |
2,958
| – | – | 0.4% | 54 |
|
|
2021
Q1 | $753K | Buy |
2,958
+82
| +3% | +$20.9K | 0.48% | 46 |
|
|
2020
Q4 | $615K | Buy |
2,876
+60
| +2% | +$12.8K | 0.46% | 45 |
|
|
2020
Q3 | $465K | Buy |
2,816
+191
| +7% | +$31.5K | 0.39% | 57 |
|
|
2020
Q2 | $481K | Sell |
2,625
-167
| -6% | -$30.6K | 0.46% | 45 |
|
|
2020
Q1 | $415K | Buy |
2,792
+110
| +4% | +$16.4K | 0.5% | 45 |
|
|
2019
Q4 | $873K | Sell |
2,682
-21
| -0.8% | -$6.84K | 0.88% | 27 |
|
|
2019
Q3 | $1.03M | Hold |
2,703
| – | – | 1.25% | 17 |
|
|
2019
Q2 | $983K | Buy |
+2,703
| New | +$983K | 1.21% | 19 |
|
|
2018
Q4 | $872K | Buy |
2,708
+157
| +6% | +$50.6K | 1.4% | 15 |
|
|
2018
Q3 | $949K | Sell |
2,551
-167
| -6% | -$62.1K | 1.23% | 16 |
|
|
2018
Q2 | $912K | Buy |
2,718
+97
| +4% | +$32.5K | 1.3% | 15 |
|
|
2018
Q1 | $859K | Sell |
2,621
-310
| -11% | -$102K | 1.17% | 17 |
|
|
2017
Q4 | $864K | Buy |
2,931
+248
| +9% | +$73.1K | 1.36% | 20 |
|
|
2017
Q3 | $682K | Sell |
2,683
-110
| -4% | -$28K | 1.43% | 21 |
|
|
2017
Q2 | $552K | Sell |
2,793
-219
| -7% | -$43.3K | 1.06% | 27 |
|
|
2017
Q1 | $533K | Buy |
3,012
+1,087
| +56% | +$192K | 1.14% | 27 |
|
|
2016
Q4 | $299K | Sell |
1,925
-3,025
| -61% | -$470K | 0.17% | 103 |
|
|
2016
Q3 | $652K | Hold |
4,950
| – | – | 0.37% | 61 |
|
|
2016
Q2 | $643K | Sell |
4,950
-4,103
| -45% | -$533K | 0.39% | 60 |
|
|
2016
Q1 | $1.15M | Buy |
9,053
+7,128
| +370% | +$905K | 0.63% | 44 |
|
|
2015
Q4 | $278K | Sell |
1,925
-25
| -1% | -$3.61K | 0.19% | 89 |
|
|
2015
Q3 | $255K | Sell |
1,950
-100
| -5% | -$13.1K | 0.17% | 95 |
|
|
2015
Q2 | $284K | Hold |
2,050
| – | – | 0.16% | 91 |
|
|
2015
Q1 | $307K | Sell |
2,050
-50
| -2% | -$7.49K | 0.17% | 93 |
|
|
2014
Q4 | $272K | Sell |
2,100
-50
| -2% | -$6.48K | 0.15% | 95 |
|
|
2014
Q3 | $269K | Hold |
2,150
| – | – | 0.15% | 97 |
|
|
2014
Q2 | $274K | Hold |
2,150
| – | – | 0.14% | 93 |
|
|
2014
Q1 | $269K | Hold |
2,150
| – | – | 0.15% | 92 |
|
|
2013
Q4 | $293K | Sell |
2,150
-300
| -12% | -$40.9K | 0.15% | 87 |
|
|
2013
Q3 | $288K | Sell |
2,450
-200
| -8% | -$23.5K | 0.16% | 76 |
|
|
2013
Q2 | $271K | Buy |
+2,650
| New | +$271K | 0.17% | 79 |
|