Lake Street Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.57M | Buy |
22,972
+18,117
| +373% | +$4.13M | 0.58% | 54 |
|
|
2025
Q4 | $1.05M | Buy |
4,855
+1,158
| +31% | +$238K | 0.13% | 116 |
|
|
2025
Q3 | $798K | Buy |
3,697
+595
| +19% | +$134K | 0.1% | 123 |
|
|
2025
Q2 | $650K | Buy |
+3,102
| New | +$586K | 0.09% | 132 |
|
|
2025
Q1 | – | Sell |
-2,449
| Closed | -$433K | – | 248 |
|
|
2024
Q4 | $433K | Buy |
+2,449
| New | +$384K | 0.07% | 160 |
|
|
2024
Q2 | – | Sell |
-3,999
| Closed | -$772K | – | 322 |
|
|
2024
Q1 | $772K | Sell |
3,999
-12,330
| -76% | -$2.53M | 0.11% | 170 |
|
|
2023
Q4 | $4.26M | Buy |
16,329
+14,193
| +664% | +$3.04M | 0.67% | 39 |
|
|
2023
Q3 | $407K | Buy |
2,136
+858
| +67% | +$188K | 0.07% | 203 |
|
|
2023
Q2 | $270K | Sell |
1,278
-95
| -7% | -$19.7K | 0.05% | 242 |
|
|
2023
Q1 | $292K | Buy |
1,373
+213
| +18% | +$44.3K | 0.05% | 234 |
|
|
2022
Q4 | $221K | Buy |
+1,160
| New | +$190K | 0.05% | 253 |
|
|
2022
Q3 | – | Sell |
-1,471
| Closed | -$201K | – | 281 |
|
|
2022
Q2 | $201K | Sell |
1,471
-1,827
| -55% | -$270K | 0.04% | 280 |
|
|
2022
Q1 | $632K | Buy |
3,298
+143
| +5% | +$28.7K | 0.11% | 166 |
|
|
2021
Q4 | $635K | Buy |
+3,155
| New | +$667K | 0.11% | 173 |
|
|
2020
Q1 | – | Sell |
-3,358
| Closed | -$1.09M | – | 145 |
|
|
2019
Q4 | $1.09M | Buy |
3,358
+37
| +1% | +$13.1K | 0.42% | 78 |
|
|
2019
Q3 | $1.26M | Sell |
3,321
-60
| -2% | -$21.4K | 0.58% | 63 |
|
|
2019
Q2 | $1.23M | Sell |
3,381
-174
| -5% | -$63.4K | 0.73% | 52 |
|
|
2019
Q1 | $1.36M | Buy |
+3,555
| New | +$1.37M | 0.93% | 44 |
|
Other funds holding BA
VCM
VPM
