Kovitz Investment Group Partners’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
25,669
-943
| -4% | -$198K | 0.02% | 440 |
|
|
2025
Q1 | $4.54M | Buy |
26,612
+5,718
| +27% | +$975K | 0.02% | 422 |
|
|
2024
Q4 | $3.7M | Sell |
20,894
-560
| -3% | -$99.1K | 0.02% | 462 |
|
|
2024
Q3 | $2.4M | Buy |
21,454
+7,052
| +49% | +$789K | 0.02% | 466 |
|
|
2024
Q2 | $2.62M | Buy |
14,402
+7,648
| +113% | +$1.39M | 0.02% | 381 |
|
|
2024
Q1 | $1.3M | Buy |
6,754
+1,795
| +36% | +$346K | 0.02% | 363 |
|
|
2023
Q4 | $1.29M | Buy |
4,959
+92
| +2% | +$24K | 0.02% | 263 |
|
|
2023
Q3 | $933K | Sell |
4,867
-100
| -2% | -$19.2K | 0.02% | 290 |
|
|
2023
Q2 | $1.05M | Sell |
4,967
-108
| -2% | -$22.8K | 0.02% | 288 |
|
|
2023
Q1 | $1.08M | Sell |
5,075
-849
| -14% | -$180K | 0.02% | 279 |
|
|
2022
Q4 | $1.13M | Sell |
5,924
-923
| -13% | -$176K | 0.02% | 262 |
|
|
2022
Q3 | $829K | Sell |
6,847
-53
| -0.8% | -$6.42K | 0.02% | 286 |
|
|
2022
Q2 | $943K | Sell |
6,900
-1,420
| -17% | -$194K | 0.02% | 293 |
|
|
2022
Q1 | $1.59M | Sell |
8,320
-5,971
| -42% | -$1.14M | 0.03% | 244 |
|
|
2021
Q4 | $3.06M | Buy |
14,291
+4,777
| +50% | +$1.02M | 0.07% | 170 |
|
|
2021
Q3 | $2.09M | Sell |
9,514
-1,661
| -15% | -$365K | 0.04% | 228 |
|
|
2021
Q2 | $2.68M | Buy |
11,175
+771
| +7% | +$185K | 0.05% | 211 |
|
|
2021
Q1 | $2.65M | Sell |
10,404
-3,887
| -27% | -$990K | 0.06% | 193 |
|
|
2020
Q4 | $3.06M | Sell |
14,291
-271
| -2% | -$58K | 0.07% | 166 |
|
|
2020
Q3 | $2.41M | Buy |
14,562
+538
| +4% | +$88.9K | 0.07% | 173 |
|
|
2020
Q2 | $2.57M | Sell |
14,024
-81,765
| -85% | -$15M | 0.08% | 161 |
|
|
2020
Q1 | $14.3M | Sell |
95,789
-37,965
| -28% | -$5.66M | 0.52% | 43 |
|
|
2019
Q4 | $43.6M | Sell |
133,754
-1,893
| -1% | -$617K | 1.27% | 28 |
|
|
2019
Q3 | $51.6M | Sell |
135,647
-140
| -0.1% | -$53.3K | 1.64% | 19 |
|
|
2019
Q2 | $49.4M | Buy |
135,787
+1,095
| +0.8% | +$399K | 1.56% | 24 |
|
|
2019
Q1 | $51.4M | Sell |
134,692
-45,853
| -25% | -$17.5M | 1.63% | 20 |
|
|
2018
Q4 | $58.2M | Buy |
180,545
+948
| +0.5% | +$306K | 2.3% | 12 |
|
|
2018
Q3 | $66.8M | Sell |
179,597
-392
| -0.2% | -$146K | 3.04% | 11 |
|
|
2018
Q2 | $60.4M | Sell |
179,989
-4,950
| -3% | -$1.66M | 2.81% | 14 |
|
|
2018
Q1 | $60.6M | Sell |
184,939
-84,388
| -31% | -$27.7M | 2.93% | 13 |
|
|
2017
Q4 | $79.4K | Sell |
269,327
-26,080
| -9% | -$7.69K | 3.4% | 8 |
|
|
2017
Q3 | $75.1M | Sell |
295,407
-26,664
| -8% | -$6.78M | 3.74% | 7 |
|
|
2017
Q2 | $63.7M | Sell |
322,071
-103,540
| -24% | -$20.5M | 3.39% | 8 |
|
|
2017
Q1 | $75.3M | Sell |
425,611
-2,217
| -0.5% | -$392K | 4.13% | 5 |
|
|
2016
Q4 | $66.6M | Sell |
427,828
-3,902
| -0.9% | -$607K | 3.88% | 6 |
|
|
2016
Q3 | $56.9M | Sell |
431,730
-6,328
| -1% | -$834K | 3.5% | 7 |
|
|
2016
Q2 | $52.6M | Sell |
438,058
-167,164
| -28% | -$20.1M | 3.65% | 7 |
|
|
2016
Q1 | $76.8M | Buy |
+605,222
| New | +$76.8M | 4.54% | 5 |
|