Kozak & Associates’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1K | Hold |
181
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $28.9K | Sell |
181
-5
| -3% | -$797 | 0.01% | 156 |
|
|
2024
Q4 | $31.7K | Sell |
186
-103
| -36% | -$17.5K | 0.01% | 152 |
|
|
2024
Q3 | $44.8K | Sell |
289
-12
| -4% | -$1.86K | 0.01% | 138 |
|
|
2024
Q2 | $55.4K | Hold |
301
| – | – | 0.01% | 124 |
|
|
2024
Q1 | $55K | Sell |
301
-212
| -41% | -$38.7K | 0.01% | 126 |
|
|
2023
Q4 | $103K | Sell |
513
-717
| -58% | -$144K | 0.03% | 100 |
|
|
2023
Q3 | $230K | Sell |
1,230
-183
| -13% | -$34.3K | 0.08% | 73 |
|
|
2023
Q2 | $298K | Buy |
1,413
+14
| +1% | +$2.95K | 0.12% | 68 |
|
|
2023
Q1 | $297K | Hold |
1,399
| – | – | 0.13% | 69 |
|
|
2022
Q4 | $266K | Sell |
1,399
-71
| -5% | -$13.5K | 0.13% | 69 |
|
|
2022
Q3 | $193K | Sell |
1,470
-290
| -16% | -$38.1K | 0.12% | 75 |
|
|
2022
Q2 | $241K | Sell |
1,760
-409
| -19% | -$56K | 0.16% | 67 |
|
|
2022
Q1 | $387K | Hold |
2,169
| – | – | 0.25% | 46 |
|
|
2021
Q4 | $387K | Sell |
2,169
-352
| -14% | -$62.8K | 0.25% | 46 |
|
|
2021
Q3 | $588K | Buy |
+2,521
| New | +$588K | 0.35% | 35 |
|
|
2020
Q4 | $446K | Buy |
+2,146
| New | +$446K | 0.34% | 35 |
|