Matthew Hamilton Rosenberg’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 | $365K | Buy |
1,832
+102
| +6% | +$23.2K | 0.07% | 130 |
|
|
2025
Q4 | $376K | Hold |
1,730
| – | – | 0.08% | 120 |
|
|
2025
Q3 | $373K | Hold |
1,730
| – | – | 0.08% | 119 |
|
|
2025
Q2 | $362K | Buy |
1,730
+813
| +89% | +$154K | 0.08% | 119 |
|
|
2025
Q1 | $156K | Hold |
917
| – | – | 0.04% | 231 |
|
|
2024
Q4 | $162K | Sell |
917
-541
| -37% | -$84.9K | 0.04% | 216 |
|
|
2024
Q3 | $222K | Buy |
1,458
+100
| +7% | +$17.1K | 0.06% | 176 |
|
|
2024
Q2 | $254K | Sell |
1,358
-247
| -15% | -$44K | 0.07% | 145 |
|
|
2024
Q1 | $304K | Sell |
1,605
-37
| -2% | -$7.6K | 0.09% | 116 |
|
|
2023
Q4 | $428K | Buy |
1,642
+58
| +4% | +$12.4K | 0.13% | 78 |
|
|
2023
Q3 | $304K | Hold |
1,584
| – | – | 0.1% | 105 |
|
|
2023
Q2 | $335K | Sell |
1,584
-122
| -7% | -$25.3K | 0.11% | 101 |
|
|
2023
Q1 | $362K | Sell |
1,706
-146
| -8% | -$30.3K | 0.12% | 98 |
|
|
2022
Q4 | $353K | Buy |
1,852
+33
| +2% | +$5.4K | 0.12% | 103 |
|
|
2022
Q3 | $220K | Hold |
1,819
| – | – | 0.09% | 145 |
|
|
2022
Q2 | $254K | Buy |
1,819
+315
| +21% | +$46.5K | 0.1% | 128 |
|
|
2022
Q1 | $288K | Buy |
1,504
+250
| +20% | +$50.2K | 0.1% | 121 |
|
|
2021
Q4 | $253K | Sell |
1,254
-108
| -8% | -$22.8K | 0.09% | 145 |
|
|
2021
Q3 | $300K | Buy |
1,362
+170
| +14% | +$37.9K | 0.12% | 109 |
|
|
2021
Q2 | $286K | Hold |
1,192
| – | – | 0.15% | 81 |
|
|
2021
Q1 | $304K | Buy |
1,192
+46
| +4% | +$10.2K | 0.17% | 70 |
|
|
2020
Q4 | $245K | Sell |
1,146
-55
| -5% | -$10.6K | 0.15% | 83 |
|
|
2020
Q3 | $199K | Sell |
1,201
-424
| -26% | -$72.3K | 0.15% | 88 |
|
|
2020
Q2 | $298K | Buy |
1,625
+151
| +10% | +$23.2K | 0.24% | 49 |
|
|
2020
Q1 | $220K | Buy |
+1,474
| New | +$403K | 0.22% | 52 |
|
Other funds holding BA
VCM
VPM