Lee, Danner & Bass’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 | $5.61M | Hold |
28,165
| – | – | 0.35% | 62 |
|
|
2025
Q4 | $6.12M | Buy |
28,165
+200
| +0.7% | +$41.1K | 0.44% | 49 |
|
|
2025
Q3 | $6.04M | Sell |
27,965
-758
| -3% | -$171K | 0.44% | 49 |
|
|
2025
Q2 | $6.02M | Buy |
28,723
+643
| +2% | +$121K | 0.47% | 44 |
|
|
2025
Q1 | $4.79M | Buy |
28,080
+344
| +1% | +$59.5K | 0.39% | 55 |
|
|
2024
Q4 | $4.91M | Buy |
27,736
+2,514
| +10% | +$395K | 0.39% | 55 |
|
|
2024
Q3 | $3.83M | Sell |
25,222
-6,327
| -20% | -$1.08M | 0.27% | 77 |
|
|
2024
Q2 | $5.74M | Buy |
+31,549
| New | +$5.62M | 0.44% | 47 |
|
|
2023
Q4 | $6.84M | Sell |
26,235
-872
| -3% | -$186K | 0.59% | 41 |
|
|
2023
Q3 | $5.2M | Buy |
27,107
+1,255
| +5% | +$275K | 0.47% | 49 |
|
|
2023
Q2 | $5.46M | Sell |
25,852
-330
| -1% | -$68.5K | 0.47% | 49 |
|
|
2023
Q1 | $5.56M | Sell |
26,182
-80
| -0.3% | -$16.6K | 0.51% | 44 |
|
|
2022
Q4 | $5M | Sell |
26,262
-1,640
| -6% | -$268K | 0.47% | 57 |
|
|
2022
Q3 | $3.38M | Buy |
27,902
+3,852
| +16% | +$591K | 0.36% | 67 |
|
|
2022
Q2 | $3.29M | Buy |
24,050
+6,540
| +37% | +$965K | 0.33% | 70 |
|
|
2022
Q1 | $3.35M | Buy |
17,510
+3,924
| +29% | +$788K | 0.29% | 75 |
|
|
2021
Q4 | $2.73M | Buy |
13,586
+3,564
| +36% | +$753K | 0.23% | 85 |
|
|
2021
Q3 | $2.2M | Buy |
10,022
+7,317
| +270% | +$1.63M | 0.2% | 92 |
|
|
2021
Q2 | $648K | Buy |
2,705
+846
| +46% | +$205K | 0.06% | 144 |
|
|
2021
Q1 | $474K | Hold |
1,859
| – | – | 0.05% | 150 |
|
|
2020
Q4 | $398K | Sell |
1,859
-335
| -15% | -$64.4K | 0.04% | 153 |
|
|
2020
Q3 | $363K | Buy |
2,194
+50
| +2% | +$8.52K | 0.04% | 146 |
|
|
2020
Q2 | $393K | Buy |
2,144
+164
| +8% | +$25.2K | 0.05% | 143 |
|
|
2020
Q1 | $295K | Sell |
1,980
-1,319
| -40% | -$361K | 0.04% | 149 |
|
|
2019
Q4 | $1.07M | Buy |
3,299
+810
| +33% | +$287K | 0.11% | 107 |
|
|
2019
Q3 | $947K | Buy |
2,489
+655
| +36% | +$234K | 0.1% | 111 |
|
|
2019
Q2 | $668K | Sell |
1,834
-31
| -2% | -$11.3K | 0.07% | 134 |
|
|
2019
Q1 | $711K | Sell |
1,865
-351
| -16% | -$135K | 0.08% | 129 |
|
|
2018
Q4 | $715K | Buy |
2,216
+150
| +7% | +$51.8K | 0.08% | 126 |
|
|
2018
Q3 | $768K | Sell |
2,066
-313
| -13% | -$110K | 0.08% | 128 |
|
|
2018
Q2 | $798K | Sell |
2,379
-102
| -4% | -$35.1K | 0.08% | 121 |
|
|
2018
Q1 | $813K | Buy |
2,481
+1
| +0% | +$338 | 0.08% | 121 |
|
|
2017
Q4 | $732K | Buy |
2,480
+125
| +5% | +$33.8K | 0.07% | 126 |
|
|
2017
Q3 | $599K | Buy |
2,355
+143
| +6% | +$33.3K | 0.06% | 128 |
|
|
2017
Q2 | $437K | Buy |
2,212
+86
| +4% | +$16K | 0.05% | 133 |
|
|
2017
Q1 | $376K | Sell |
2,126
-66
| -3% | -$11.2K | 0.04% | 139 |
|
|
2016
Q4 | $341K | Buy |
2,192
+350
| +19% | +$51.1K | 0.04% | 138 |
|
|
2016
Q3 | $243K | Hold |
1,842
| – | – | 0.03% | 153 |
|
|
2016
Q2 | $239K | Hold |
1,842
| – | – | 0.03% | 152 |
|
|
2016
Q1 | $245K | Hold |
1,842
| – | – | 0.03% | 147 |
|
|
2015
Q4 | $266K | Hold |
1,842
| – | – | 0.03% | 147 |
|
|
2015
Q3 | $241K | Sell |
1,842
-227
| -11% | -$31.5K | 0.03% | 153 |
|
|
2015
Q2 | $287K | Hold |
2,069
| – | – | 0.03% | 148 |
|
|
2015
Q1 | $311K | Hold |
2,069
| – | – | 0.04% | 142 |
|
|
2014
Q4 | $269K | Hold |
2,069
| – | – | 0.03% | 146 |
|
|
2014
Q3 | $264K | Buy |
+2,069
| New | +$261K | 0.03% | 143 |
|
Other funds holding BA
VCM
VPM
