Lederer & Associates Investment Counsel’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
7,269
+3,322
| +84% | +$696K | 1.01% | 34 |
|
|
2025
Q1 | $673K | Buy |
+3,947
| New | +$673K | 0.49% | 64 |
|
|
2021
Q2 | – | Sell |
-90
| Closed | -$22.9K | – | 91 |
|
|
2021
Q1 | $22.9K | Buy |
+90
| New | +$22.9K | 0.02% | 124 |
|
|
2020
Q1 | – | Sell |
-1,052
| Closed | -$343K | – | 80 |
|
|
2019
Q4 | $343K | Buy |
1,052
+130
| +14% | +$42.4K | 0.3% | 74 |
|
|
2019
Q3 | $351K | Sell |
922
-15
| -2% | -$5.71K | 0.34% | 73 |
|
|
2019
Q2 | $341K | Buy |
937
+285
| +44% | +$104K | 0.31% | 73 |
|
|
2019
Q1 | $249K | Sell |
652
-25
| -4% | -$9.55K | 0.23% | 83 |
|
|
2018
Q4 | $218K | Buy |
677
+5
| +0.7% | +$1.61K | 0.23% | 84 |
|
|
2018
Q3 | $250K | Buy |
672
+50
| +8% | +$18.6K | 0.21% | 86 |
|
|
2018
Q2 | $209K | Sell |
622
-265
| -30% | -$89K | 0.19% | 90 |
|
|
2018
Q1 | $291K | Sell |
887
-273
| -24% | -$89.6K | 0.26% | 76 |
|
|
2017
Q4 | $342K | Sell |
1,160
-25
| -2% | -$7.37K | 0.31% | 71 |
|
|
2017
Q3 | $301K | Sell |
1,185
-382
| -24% | -$97K | 0.29% | 71 |
|
|
2017
Q2 | $310K | Sell |
1,567
-20
| -1% | -$3.96K | 0.3% | 71 |
|
|
2017
Q1 | $281K | Sell |
1,587
-140
| -8% | -$24.8K | 0.26% | 76 |
|
|
2016
Q4 | $269K | Buy |
+1,727
| New | +$269K | 0.27% | 74 |
|