Lyell Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,443
| Closed | -$471K | – | 201 |
|
|
2024
Q1 | $471K | Sell |
2,443
-3,897
| -61% | -$752K | 0.05% | 141 |
|
|
2023
Q4 | $1.65M | Sell |
6,340
-794
| -11% | -$207K | 0.19% | 99 |
|
|
2023
Q3 | $1.37M | Sell |
7,134
-832
| -10% | -$159K | 0.18% | 96 |
|
|
2023
Q2 | $1.68M | Sell |
7,966
-1,002
| -11% | -$212K | 0.22% | 94 |
|
|
2023
Q1 | $1.91M | Sell |
8,968
-1,574
| -15% | -$334K | 0.27% | 91 |
|
|
2022
Q4 | $2.01M | Sell |
10,542
-90
| -0.8% | -$17.1K | 0.32% | 83 |
|
|
2022
Q3 | $1.29M | Sell |
10,632
-136
| -1% | -$16.5K | 0.22% | 92 |
|
|
2022
Q2 | $1.47M | Sell |
10,768
-781
| -7% | -$107K | 0.24% | 93 |
|
|
2022
Q1 | $2.21M | Sell |
11,549
-1,217
| -10% | -$233K | 0.28% | 86 |
|
|
2021
Q4 | $2.57M | Sell |
12,766
-4,322
| -25% | -$870K | 0.29% | 78 |
|
|
2021
Q3 | $3.76M | Sell |
17,088
-3,567
| -17% | -$784K | 0.46% | 71 |
|
|
2021
Q2 | $4.95M | Buy |
20,655
+1,965
| +11% | +$471K | 0.61% | 59 |
|
|
2021
Q1 | $4.76M | Buy |
18,690
+6,409
| +52% | +$1.63M | 0.69% | 56 |
|
|
2020
Q4 | $2.63M | Buy |
12,281
+1,138
| +10% | +$244K | 0.42% | 69 |
|
|
2020
Q3 | $1.84M | Sell |
11,143
-1,250
| -10% | -$207K | 0.34% | 69 |
|
|
2020
Q2 | $2.27M | Sell |
12,393
-7,216
| -37% | -$1.32M | 0.5% | 61 |
|
|
2020
Q1 | $2.92M | Buy |
19,609
+1,147
| +6% | +$171K | 0.87% | 47 |
|
|
2019
Q4 | $6.01M | Buy |
18,462
+331
| +2% | +$108K | 1.61% | 26 |
|
|
2019
Q3 | $6.9M | Buy |
18,131
+323
| +2% | +$123K | 2.07% | 10 |
|
|
2019
Q2 | $6.48M | Buy |
17,808
+303
| +2% | +$110K | 1.95% | 12 |
|
|
2019
Q1 | $6.68M | Buy |
17,505
+649
| +4% | +$248K | 2.23% | 7 |
|
|
2018
Q4 | $5.44M | Sell |
16,856
-253
| -1% | -$81.6K | 2.27% | 7 |
|
|
2018
Q3 | $6.36M | Sell |
17,109
-1,061
| -6% | -$395K | 2.14% | 8 |
|
|
2018
Q2 | $6.1M | Sell |
18,170
-434
| -2% | -$146K | 2.23% | 7 |
|
|
2018
Q1 | $6.1M | Sell |
18,604
-2,334
| -11% | -$765K | 2.26% | 7 |
|
|
2017
Q4 | $6.18M | Sell |
20,938
-472
| -2% | -$139K | 2.45% | 4 |
|
|
2017
Q3 | $5.44M | Sell |
21,410
-338
| -2% | -$85.9K | 2.35% | 5 |
|
|
2017
Q2 | $4.3M | Buy |
21,748
+1,273
| +6% | +$252K | 2.09% | 10 |
|
|
2017
Q1 | $3.62M | Sell |
20,475
-440
| -2% | -$77.8K | 1.96% | 9 |
|
|
2016
Q4 | $3.26M | Buy |
+20,915
| New | +$3.26M | 2.02% | 8 |
|