Mark Sheptoff Financial Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9K | Hold |
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|
2025
Q1 | $86.9K | Hold |
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|
2024
Q4 | $86.9K | Hold |
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|
2024
Q3 | $86.9K | Hold |
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|
2024
Q2 | $86.9K | Hold |
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|
2024
Q1 | $86.9K | Hold |
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|
2023
Q4 | $86.9K | Hold |
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|
2023
Q3 | $86.9K | Hold |
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|
2023
Q2 | $86.9K | Hold |
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|
2023
Q1 | $86.9K | Hold |
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|
2022
Q4 | $86.9K | Hold |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | $93K | Sell |
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|
2021
Q3 | $116K | Hold |
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|
2021
Q2 | $126K | Hold |
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|
2021
Q1 | $134K | Sell |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $87K | Hold |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $79K | Sell |
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|
2019
Q4 | $192K | Sell |
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|
2019
Q3 | $289K | Sell |
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|
2019
Q2 | $323K | Buy |
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|
2019
Q1 | $319K | Buy |
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|
2018
Q4 | $228K | Buy |
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|
2018
Q3 | $263K | Sell |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | $193K | Buy |
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|
2017
Q3 | $154K | Hold |
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|
2017
Q2 | $119K | Buy |
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|
2017
Q1 | $107K | Buy |
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|
2016
Q4 | $94K | Buy |
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|
2016
Q3 | $79K | Buy |
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|
2016
Q2 | $78K | Sell |
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|
2016
Q1 | $924K | Sell |
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|
2015
Q4 | $1.12M | Buy |
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|
2015
Q3 | $830K | Sell |
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|
2015
Q2 | $1.19M | Buy |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q4 | $639K | Buy |
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|
2014
Q3 | $218K | Buy |
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|
2014
Q2 | $68K | Buy |
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|
2014
Q1 | $67K | Buy |
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