Kelman-Lazarov Inc’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
1,292
-242
| -16% | -$50.7K | 0.04% | 106 |
|
|
2025
Q1 | $262K | Buy |
+1,534
| New | +$262K | 0.05% | 103 |
|
|
2019
Q4 | – | Sell |
-548
| Closed | -$208K | – | 98 |
|
|
2019
Q3 | $208K | Buy |
+548
| New | +$208K | 0.1% | 95 |
|
|
2019
Q2 | – | Sell |
-588
| Closed | -$224K | – | 93 |
|
|
2019
Q1 | $224K | Buy |
+588
| New | +$224K | 0.12% | 86 |
|
|
2018
Q4 | – | Sell |
-575
| Closed | -$214K | – | 92 |
|
|
2018
Q3 | $214K | Sell |
575
-348
| -38% | -$130K | 0.13% | 93 |
|
|
2018
Q2 | $310K | Buy |
923
+50
| +6% | +$16.8K | 0.17% | 86 |
|
|
2018
Q1 | $286K | Hold |
873
| – | – | 0.15% | 91 |
|
|
2017
Q4 | $257K | Buy |
873
+76
| +10% | +$22.4K | 0.13% | 104 |
|
|
2017
Q3 | $203K | Buy |
+797
| New | +$203K | 0.11% | 108 |
|
|
2017
Q1 | – | Sell |
-797
| Closed | -$124K | – | 112 |
|
|
2016
Q4 | $124K | Hold |
797
| – | – | 0.07% | 129 |
|
|
2016
Q3 | $105K | Hold |
797
| – | – | 0.06% | 141 |
|
|
2016
Q2 | $103K | Sell |
797
-50
| -6% | -$6.49K | 0.06% | 143 |
|
|
2016
Q1 | $108K | Buy |
+847
| New | +$108K | 0.06% | 148 |
|