Meristem Family Wealth’s Boeing BA Stock Holding History

Meristem Family Wealth’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$863K	Sell	4,505 -200	-4%	-$38.3K	0.09%	120
2021 Q4	$947K	Buy	4,705 +148	+3%	+$29.8K	0.08%	139
2021 Q3	$1M	Buy	4,557 +1,728	+61%	+$380K	0.1%	131
2021 Q2	$678K	Buy	2,829 +50	+2%	+$12K	0.11%	134
2021 Q1	$708K	Hold	2,779	–	–	0.14%	96
2020 Q4	$595K	Sell	2,779 -200	-7%	-$42.8K	0.13%	105
2020 Q3	$492K	Hold	2,979	–	–	0.13%	100
2020 Q2	$546K	Sell	2,979 -525	-15%	-$96.2K	0.15%	91
2020 Q1	$523K	Sell	3,504 -15	-0.4%	-$2.24K	0.16%	85
2019 Q4	$1.15M	Sell	3,519 -10	-0.3%	-$3.26K	0.28%	52
2019 Q3	$1.34M	Buy	3,529 +109	+3%	+$41.5K	0.36%	44
2019 Q2	$1.25M	Buy	3,420 +196	+6%	+$71.4K	0.38%	45
2019 Q1	$1.23M	Hold	3,224	–	–	0.42%	41
2018 Q4	$1.04M	Buy	+3,224	New	+$1.04M	0.38%	39
2018 Q3	–	Sell	-3,169	Closed	-$1.06M	–	138
2018 Q2	$1.06M	Buy	3,169 +658	+26%	+$221K	0.37%	37
2018 Q1	$823K	Sell	2,511 -15	-0.6%	-$4.92K	0.29%	51
2017 Q4	$745K	Hold	2,526	–	–	0.27%	53
2017 Q3	$642K	Hold	2,526	–	–	0.26%	51
2017 Q2	$500K	Hold	2,526	–	–	0.21%	60
2017 Q1	$447K	Sell	2,526 -2,525	-50%	-$447K	0.18%	67
2016 Q4	$786K	Sell	5,051 -683	-12%	-$106K	0.32%	48
2016 Q3	$755K	Buy	5,734 +3,700	+182%	+$487K	0.32%	47
2016 Q2	$264K	Sell	2,034 -280	-12%	-$36.3K	0.12%	84
2016 Q1	$294K	Sell	2,314 -115	-5%	-$14.6K	0.13%	84
2015 Q4	$351K	Buy	+2,429	New	+$351K	0.14%	79
2015 Q3	–	Sell	-2,425	Closed	-$336K	–	61
2015 Q2	$336K	Sell	2,425 -70	-3%	-$9.7K	0.15%	76
2015 Q1	$374K	Buy	2,495 +76	+3%	+$11.4K	0.16%	77
2014 Q4	$314K	Hold	2,419	–	–	0.11%	82
2014 Q3	$308K	Buy	2,419 +400	+20%	+$50.9K	0.13%	77
2014 Q2	$257K	Buy	2,019 +105	+5%	+$13.4K	0.11%	92
2014 Q1	$240K	Hold	1,914	–	–	0.11%	95
2013 Q4	$261K	Hold	1,914	–	–	0.11%	98
2013 Q3	$225K	Buy	+1,914	New	+$225K	0.1%	101