MSFP
Mark Sheptoff Financial Planning’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9K | Hold |
476
| – | – | 0.05% | 140 |
|
|
2025
Q1 | $86.9K | Hold |
476
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $86.9K | Hold |
476
| – | – | 0.05% | 135 |
|
|
2024
Q3 | $86.9K | Hold |
476
| – | – | 0.05% | 137 |
|
|
2024
Q2 | $86.9K | Hold |
476
| – | – | 0.05% | 147 |
|
|
2024
Q1 | $86.9K | Hold |
476
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $86.9K | Hold |
476
| – | – | 0.05% | 128 |
|
|
2023
Q3 | $86.9K | Hold |
476
| – | – | 0.06% | 118 |
|
|
2023
Q2 | $86.9K | Hold |
476
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $86.9K | Hold |
476
| – | – | 0.05% | 124 |
|
|
2022
Q4 | $86.9K | Hold |
476
| – | – | 0.05% | 123 |
|
|
2022
Q3 | $87K | Hold |
476
| – | – | 0.05% | 114 |
|
|
2022
Q2 | $87K | Sell |
476
-200
| -30% | -$36.6K | 0.05% | 125 |
|
|
2022
Q1 | $129K | Buy |
676
+200
| +42% | +$38.2K | 0.06% | 123 |
|
|
2021
Q4 | $93K | Sell |
476
-50
| -10% | -$9.77K | 0.04% | 141 |
|
|
2021
Q3 | $116K | Hold |
526
| – | – | 0.06% | 129 |
|
|
2021
Q2 | $126K | Hold |
526
| – | – | 0.07% | 127 |
|
|
2021
Q1 | $134K | Sell |
526
-160
| -23% | -$40.8K | 0.08% | 117 |
|
|
2020
Q4 | $147K | Buy |
686
+160
| +30% | +$34.3K | 0.08% | 115 |
|
|
2020
Q3 | $87K | Hold |
526
| – | – | 0.05% | 123 |
|
|
2020
Q2 | $96K | Hold |
526
| – | – | 0.06% | 117 |
|
|
2020
Q1 | $79K | Sell |
526
-64
| -11% | -$9.61K | 0.06% | 111 |
|
|
2019
Q4 | $192K | Sell |
590
-169
| -22% | -$55K | 0.12% | 95 |
|
|
2019
Q3 | $289K | Sell |
759
-129
| -15% | -$49.1K | 0.19% | 75 |
|
|
2019
Q2 | $323K | Buy |
888
+50
| +6% | +$18.2K | 0.22% | 74 |
|
|
2019
Q1 | $319K | Buy |
838
+131
| +19% | +$49.9K | 0.23% | 74 |
|
|
2018
Q4 | $228K | Buy |
707
+1
| +0.1% | +$322 | 0.19% | 76 |
|
|
2018
Q3 | $263K | Sell |
706
-114
| -14% | -$42.5K | 0.18% | 89 |
|
|
2018
Q2 | $275K | Buy |
820
+10
| +1% | +$3.35K | 0.2% | 86 |
|
|
2018
Q1 | $266K | Buy |
810
+155
| +24% | +$50.9K | 0.18% | 89 |
|
|
2017
Q4 | $193K | Buy |
655
+51
| +8% | +$15K | 0.13% | 103 |
|
|
2017
Q3 | $154K | Hold |
604
| – | – | 0.1% | 122 |
|
|
2017
Q2 | $119K | Buy |
604
+1
| +0.2% | +$197 | 0.08% | 130 |
|
|
2017
Q1 | $107K | Buy |
603
+1
| +0.2% | +$177 | 0.08% | 139 |
|
|
2016
Q4 | $94K | Buy |
602
+1
| +0.2% | +$156 | 0.07% | 141 |
|
|
2016
Q3 | $79K | Buy |
601
+1
| +0.2% | +$131 | 0.06% | 138 |
|
|
2016
Q2 | $78K | Sell |
600
-6,679
| -92% | -$868K | 0.06% | 135 |
|
|
2016
Q1 | $924K | Sell |
7,279
-486
| -6% | -$61.7K | 0.75% | 35 |
|
|
2015
Q4 | $1.12M | Buy |
7,765
+1,424
| +22% | +$206K | 0.91% | 29 |
|
|
2015
Q3 | $830K | Sell |
6,341
-2,231
| -26% | -$292K | 0.73% | 37 |
|
|
2015
Q2 | $1.19M | Buy |
8,572
+608
| +8% | +$84.3K | 0.96% | 30 |
|
|
2015
Q1 | $1.2M | Buy |
7,964
+3,052
| +62% | +$458K | 1% | 31 |
|
|
2014
Q4 | $639K | Buy |
4,912
+3,200
| +187% | +$416K | 0.57% | 52 |
|
|
2014
Q3 | $218K | Buy |
1,712
+1,175
| +219% | +$150K | 0.19% | 99 |
|
|
2014
Q2 | $68K | Buy |
537
+1
| +0.2% | +$127 | 0.06% | 160 |
|
|
2014
Q1 | $67K | Buy |
+536
| New | +$67K | 0.06% | 160 |
|