Kerrisdale Advisers’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,265
| Closed | -$1.92M | – | 68 |
|
|
2025
Q1 | $1.92M | Sell |
11,265
-3,590
| -24% | -$612K | 0.8% | 27 |
|
|
2024
Q4 | $2.63M | Buy |
14,855
+2,050
| +16% | +$363K | 0.89% | 27 |
|
|
2024
Q3 | $1.95M | Buy |
12,805
+2,815
| +28% | +$428K | 0.66% | 40 |
|
|
2024
Q2 | $1.82M | Buy |
9,990
+570
| +6% | +$104K | 0.57% | 46 |
|
|
2024
Q1 | $1.82M | Buy |
+9,420
| New | +$1.82M | 0.57% | 41 |
|
|
2023
Q4 | – | Sell |
-8,125
| Closed | -$1.56M | – | 84 |
|
|
2023
Q3 | $1.56M | Buy |
8,125
+2,910
| +56% | +$558K | 0.49% | 47 |
|
|
2023
Q2 | $1.1M | Sell |
5,215
-1,920
| -27% | -$405K | 0.3% | 63 |
|
|
2023
Q1 | $1.52M | Buy |
7,135
+2,105
| +42% | +$447K | 0.45% | 52 |
|
|
2022
Q4 | $958K | Hold |
5,030
| – | – | 0.28% | 64 |
|
|
2022
Q3 | $609K | Sell |
5,030
-25,584
| -84% | -$3.1M | 0.15% | 65 |
|
|
2022
Q2 | $4.19M | Buy |
+30,614
| New | +$4.19M | 1.32% | 26 |
|
|
2022
Q1 | – | Sell |
-43,275
| Closed | -$8.71M | – | 40 |
|
|
2021
Q4 | $8.71M | Buy |
+43,275
| New | +$8.71M | 1.8% | 18 |
|
|
2021
Q3 | – | Sell |
-90,051
| Closed | -$21.6M | – | 57 |
|
|
2021
Q2 | $21.6M | Sell |
90,051
-125
| -0.1% | -$29.9K | 1.94% | 25 |
|
|
2021
Q1 | $23M | Buy |
90,176
+20,176
| +29% | +$5.14M | 1.76% | 27 |
|
|
2020
Q4 | $15M | Buy |
+70,000
| New | +$15M | 1.16% | 33 |
|