Laird Norton Wetherby Trust Company’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,538
| Closed | -$486K | – | 98 |
|
2023
Q3 | $486K | Buy |
2,538
+82
| +3% | +$15.7K | 0.06% | 67 |
|
2023
Q2 | $519K | Sell |
2,456
-500
| -17% | -$106K | 0.06% | 60 |
|
2023
Q1 | $628K | Hold |
2,956
| – | – | 0.08% | 56 |
|
2022
Q4 | $563K | Buy |
2,956
+1,046
| +55% | +$199K | 0.08% | 55 |
|
2022
Q3 | $231K | Sell |
1,910
-1,093
| -36% | -$132K | 0.05% | 63 |
|
2022
Q2 | $410K | Sell |
3,003
-973
| -24% | -$133K | 0.05% | 67 |
|
2022
Q1 | $761K | Buy |
3,976
+92
| +2% | +$17.6K | 0.07% | 84 |
|
2021
Q4 | $781K | Buy |
3,884
+563
| +17% | +$113K | 0.07% | 80 |
|
2021
Q3 | $730K | Sell |
3,321
-903
| -21% | -$198K | 0.07% | 82 |
|
2021
Q2 | $1.01M | Sell |
4,224
-572
| -12% | -$137K | 0.11% | 60 |
|
2021
Q1 | $1.07M | Buy |
4,796
+1
| +0% | +$222 | 0.12% | 54 |
|
2020
Q4 | $1.03M | Buy |
+4,795
| New | +$1.03M | 0.12% | 53 |
|