MSA
Marino Stram & Associates’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252K | Buy |
+1,201
| New | +$252K | 0.05% | 158 |
|
2025
Q1 | – | Sell |
-1,180
| Closed | -$209K | – | 168 |
|
2024
Q4 | $209K | Buy |
+1,180
| New | +$209K | 0.05% | 163 |
|
2024
Q3 | – | Sell |
-1,288
| Closed | -$234K | – | 169 |
|
2024
Q2 | $234K | Sell |
1,288
-44
| -3% | -$8.01K | 0.06% | 149 |
|
2024
Q1 | $257K | Sell |
1,332
-213
| -14% | -$41.1K | 0.06% | 145 |
|
2023
Q4 | $403K | Sell |
1,545
-122
| -7% | -$31.8K | 0.1% | 119 |
|
2023
Q3 | $320K | Sell |
1,667
-47
| -3% | -$9.01K | 0.09% | 121 |
|
2023
Q2 | $362K | Sell |
1,714
-41
| -2% | -$8.66K | 0.1% | 116 |
|
2023
Q1 | $373K | Sell |
1,755
-10
| -0.6% | -$2.13K | 0.11% | 113 |
|
2022
Q4 | $336K | Sell |
1,765
-293
| -14% | -$55.8K | 0.11% | 113 |
|
2022
Q3 | $249K | Sell |
2,058
-2,397
| -54% | -$290K | 0.09% | 123 |
|
2022
Q2 | $609K | Sell |
4,455
-315
| -7% | -$43.1K | 0.21% | 76 |
|
2022
Q1 | $913K | Sell |
4,770
-814
| -15% | -$156K | 0.29% | 61 |
|
2021
Q4 | $1.12M | Sell |
5,584
-232
| -4% | -$46.7K | 0.35% | 46 |
|
2021
Q3 | $1.28M | Buy |
5,816
+4,520
| +349% | +$994K | 0.44% | 38 |
|
2021
Q2 | $310K | Sell |
1,296
-4,581
| -78% | -$1.1M | 0.08% | 199 |
|
2021
Q1 | $1.5M | Buy |
5,877
+630
| +12% | +$160K | 0.59% | 30 |
|
2020
Q4 | $1.12M | Sell |
5,247
-27
| -0.5% | -$5.78K | 0.5% | 37 |
|
2020
Q3 | $869K | Buy |
5,274
+3
| +0.1% | +$494 | 0.46% | 40 |
|
2020
Q2 | $966K | Buy |
5,271
+726
| +16% | +$133K | 0.58% | 36 |
|
2020
Q1 | $678K | Buy |
4,545
+289
| +7% | +$43.1K | 0.52% | 40 |
|
2019
Q4 | $1.39M | Sell |
4,256
-377
| -8% | -$123K | 0.91% | 19 |
|
2019
Q3 | $1.76M | Sell |
4,633
-37
| -0.8% | -$14.1K | 1.25% | 17 |
|
2019
Q2 | $1.7M | Buy |
4,670
+271
| +6% | +$98.7K | 1.25% | 17 |
|
2019
Q1 | $1.68M | Buy |
4,399
+301
| +7% | +$115K | 1.21% | 15 |
|
2018
Q4 | $1.35M | Buy |
4,098
+3
| +0.1% | +$990 | 1.18% | 18 |
|
2018
Q3 | $1.52M | Buy |
4,095
+32
| +0.8% | +$11.9K | 1.22% | 16 |
|
2018
Q2 | $1.36M | Buy |
4,063
+62
| +2% | +$20.8K | 1.21% | 16 |
|
2018
Q1 | $1.31M | Buy |
4,001
+314
| +9% | +$103K | 1.21% | 14 |
|
2017
Q4 | $1.09M | Buy |
+3,687
| New | +$1.09M | 1% | 24 |
|