KMG Fiduciary Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
16,387
+1,886
| +13% | +$395K | 0.25% | 97 |
|
|
2025
Q1 | $2.47M | Buy |
14,501
+10,972
| +311% | +$1.87M | 0.21% | 109 |
|
|
2024
Q4 | $625K | Buy |
3,529
+196
| +6% | +$34.7K | 0.05% | 206 |
|
|
2024
Q3 | $507K | Sell |
3,333
-908
| -21% | -$138K | 0.04% | 211 |
|
|
2024
Q2 | $772K | Sell |
4,241
-7,023
| -62% | -$1.28M | 0.08% | 163 |
|
|
2024
Q1 | $2.17M | Sell |
11,264
-10,743
| -49% | -$2.07M | 0.23% | 95 |
|
|
2023
Q4 | $5.74M | Buy |
22,007
+1,005
| +5% | +$262K | 0.67% | 40 |
|
|
2023
Q3 | $4.03M | Buy |
21,002
+610
| +3% | +$117K | 0.53% | 48 |
|
|
2023
Q2 | $4.31M | Buy |
20,392
+604
| +3% | +$128K | 0.56% | 49 |
|
|
2023
Q1 | $4.2M | Buy |
19,788
+1,450
| +8% | +$308K | 0.6% | 48 |
|
|
2022
Q4 | $3.49M | Buy |
18,338
+1,424
| +8% | +$271K | 0.57% | 55 |
|
|
2022
Q3 | $2.05M | Buy |
16,914
+6,561
| +63% | +$794K | 0.39% | 69 |
|
|
2022
Q2 | $1.42M | Buy |
10,353
+1,029
| +11% | +$141K | 0.26% | 88 |
|
|
2022
Q1 | $1.79M | Sell |
9,324
-154
| -2% | -$29.5K | 0.29% | 85 |
|
|
2021
Q4 | $1.91M | Buy |
9,478
+240
| +3% | +$48.3K | 0.3% | 84 |
|
|
2021
Q3 | $2.03M | Buy |
9,238
+4,443
| +93% | +$977K | 0.35% | 71 |
|
|
2021
Q2 | $1.15M | Buy |
4,795
+490
| +11% | +$117K | 0.2% | 94 |
|
|
2021
Q1 | $1.1M | Sell |
4,305
-16,932
| -80% | -$4.31M | 0.21% | 91 |
|
|
2020
Q4 | $4.49M | Buy |
21,237
+2,166
| +11% | +$458K | 0.95% | 29 |
|
|
2020
Q3 | $3.15M | Buy |
19,071
+770
| +4% | +$127K | 0.78% | 36 |
|
|
2020
Q2 | $3.35M | Buy |
18,301
+1,439
| +9% | +$264K | 0.93% | 32 |
|
|
2020
Q1 | $2.52M | Sell |
16,862
-4,225
| -20% | -$630K | 0.82% | 39 |
|
|
2019
Q4 | $6.87M | Buy |
21,087
+395
| +2% | +$129K | 2.09% | 13 |
|
|
2019
Q3 | $7.87M | Buy |
20,692
+139
| +0.7% | +$52.9K | 2.67% | 10 |
|
|
2019
Q2 | $7.48M | Buy |
20,553
+1,144
| +6% | +$416K | 2.71% | 9 |
|
|
2019
Q1 | $7.4M | Buy |
19,409
+1,037
| +6% | +$396K | 2.81% | 9 |
|
|
2018
Q4 | $5.93M | Buy |
+18,372
| New | +$5.93M | 2.69% | 10 |
|