Merit Financial Group’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 | $8.77M | Buy |
44,058
+7,666
| +21% | +$1.75M | 0.07% | 252 |
|
|
2025
Q4 | $7.9M | Buy |
36,392
+2,490
| +7% | +$512K | 0.06% | 245 |
|
|
2025
Q3 | $7.32M | Buy |
33,902
+2,019
| +6% | +$455K | 0.07% | 221 |
|
|
2025
Q2 | $6.68M | Buy |
31,883
+13,372
| +72% | +$2.53M | 0.07% | 205 |
|
|
2025
Q1 | $3.16M | Buy |
18,511
+1,551
| +9% | +$268K | 0.05% | 311 |
|
|
2024
Q4 | $3M | Sell |
16,960
-5,939
| -26% | -$932K | 0.05% | 276 |
|
|
2024
Q3 | $3.48M | Buy |
22,899
+681
| +3% | +$117K | 0.08% | 200 |
|
|
2024
Q2 | $4.04M | Sell |
22,218
-1,358
| -6% | -$242K | 0.09% | 170 |
|
|
2024
Q1 | $4.24M | Buy |
23,576
+11,711
| +99% | +$2.41M | 0.1% | 161 |
|
|
2023
Q4 | $3.09M | Sell |
11,865
-5,622
| -32% | -$1.2M | 0.09% | 142 |
|
|
2023
Q3 | $3.35M | Buy |
17,487
+262
| +2% | +$57.3K | 0.11% | 144 |
|
|
2023
Q2 | $3.64M | Buy |
17,225
+2,636
| +18% | +$548K | 0.12% | 134 |
|
|
2023
Q1 | $3.1M | Sell |
14,589
-9,169
| -39% | -$1.91M | 0.11% | 139 |
|
|
2022
Q4 | $4.53M | Buy |
23,758
+5,861
| +33% | +$959K | 0.16% | 92 |
|
|
2022
Q3 | $2.17M | Sell |
17,897
-8,276
| -32% | -$1.27M | 0.09% | 148 |
|
|
2022
Q2 | $3.58M | Buy |
26,173
+21,362
| +444% | +$3.15M | 0.11% | 118 |
|
|
2022
Q1 | $921K | Buy |
4,811
+686
| +17% | +$138K | 0.06% | 159 |
|
|
2021
Q4 | $830K | Sell |
4,125
-274
| -6% | -$57.9K | 0.08% | 118 |
|
|
2021
Q3 | $967K | Sell |
4,399
-2,142
| -33% | -$478K | 0.1% | 98 |
|
|
2021
Q2 | $1.57M | Buy |
6,541
+519
| +9% | +$125K | 0.15% | 69 |
|
|
2021
Q1 | $1.53M | Buy |
6,022
+1,451
| +32% | +$323K | 0.16% | 64 |
|
|
2020
Q4 | $979K | Buy |
4,571
+378
| +9% | +$72.7K | 0.09% | 89 |
|
|
2020
Q3 | $693K | Buy |
4,193
+987
| +31% | +$168K | 0.06% | 112 |
|
|
2020
Q2 | $588K | Buy |
3,206
+25
| +0.8% | +$3.84K | 0.06% | 112 |
|
|
2020
Q1 | $474K | Sell |
3,181
-436
| -12% | -$119K | 0.05% | 127 |
|
|
2019
Q4 | $1.18M | Buy |
3,617
+543
| +18% | +$192K | 0.1% | 79 |
|
|
2019
Q3 | $1.17M | Buy |
3,074
+522
| +20% | +$187K | 0.13% | 45 |
|
|
2019
Q2 | $929K | Buy |
2,552
+110
| +5% | +$40.1K | 0.11% | 35 |
|
|
2019
Q1 | $931K | Buy |
2,442
+1,068
| +78% | +$411K | 0.11% | 35 |
|
|
2018
Q4 | $443K | Buy |
+1,374
| New | +$475K | 0.07% | 56 |
|
Other funds holding BA
VCM
VPM
