Meritage Portfolio Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $263K | Sell |
1,255
-80
| -6% | -$16.8K | 0.02% | 297 |
|
2025
Q1 | $228K | Hold |
1,335
| – | – | 0.02% | 305 |
|
2024
Q4 | $236K | Sell |
1,335
-9,418
| -88% | -$1.67M | 0.01% | 304 |
|
2024
Q3 | $1.64M | Hold |
10,753
| – | – | 0.1% | 177 |
|
2024
Q2 | $1.96M | Sell |
10,753
-205
| -2% | -$37.3K | 0.12% | 172 |
|
2024
Q1 | $2.12M | Hold |
10,958
| – | – | 0.13% | 172 |
|
2023
Q4 | $2.86M | Hold |
10,958
| – | – | 0.19% | 149 |
|
2023
Q3 | $2.1M | Hold |
10,958
| – | – | 0.16% | 171 |
|
2023
Q2 | $2.31M | Buy |
10,958
+184
| +2% | +$38.9K | 0.16% | 167 |
|
2023
Q1 | $2.29M | Buy |
10,774
+47
| +0.4% | +$9.99K | 0.17% | 156 |
|
2022
Q4 | $2.04M | Buy |
10,727
+117
| +1% | +$22.3K | 0.16% | 172 |
|
2022
Q3 | $1.29M | Buy |
10,610
+250
| +2% | +$30.3K | 0.11% | 185 |
|
2022
Q2 | $1.42M | Sell |
10,360
-250
| -2% | -$34.2K | 0.11% | 181 |
|
2022
Q1 | $2.03M | Sell |
10,610
-134
| -1% | -$25.7K | 0.13% | 169 |
|
2021
Q4 | $2.16M | Buy |
10,744
+134
| +1% | +$27K | 0.12% | 160 |
|
2021
Q3 | $2.33M | Sell |
10,610
-263
| -2% | -$57.9K | 0.14% | 155 |
|
2021
Q2 | $2.61M | Buy |
10,873
+644
| +6% | +$154K | 0.16% | 159 |
|
2021
Q1 | $2.61M | Hold |
10,229
| – | – | 0.17% | 151 |
|
2020
Q4 | $2.19M | Buy |
10,229
+44
| +0.4% | +$9.42K | 0.16% | 163 |
|
2020
Q3 | $1.68M | Sell |
10,185
-51
| -0.5% | -$8.43K | 0.15% | 159 |
|
2020
Q2 | $1.88M | Sell |
10,236
-60
| -0.6% | -$11K | 0.18% | 148 |
|
2020
Q1 | $1.54M | Sell |
10,296
-185
| -2% | -$27.6K | 0.21% | 128 |
|
2019
Q4 | $3.41M | Sell |
10,481
-13,542
| -56% | -$4.41M | 0.3% | 116 |
|
2019
Q3 | $9.14M | Buy |
24,023
+503
| +2% | +$191K | 0.87% | 23 |
|
2019
Q2 | $8.56M | Buy |
23,520
+168
| +0.7% | +$61.2K | 0.87% | 24 |
|
2019
Q1 | $8.91M | Buy |
23,352
+12,768
| +121% | +$4.87M | 0.9% | 27 |
|
2018
Q4 | $3.41M | Buy |
10,584
+345
| +3% | +$111K | 0.39% | 111 |
|
2018
Q3 | $3.81M | Hold |
10,239
| – | – | 0.35% | 128 |
|
2018
Q2 | $3.44M | Buy |
10,239
+84
| +0.8% | +$28.2K | 0.33% | 134 |
|
2018
Q1 | $3.33M | Sell |
10,155
-14,069
| -58% | -$4.61M | 0.32% | 131 |
|
2017
Q4 | $7.14M | Sell |
24,224
-159
| -0.7% | -$46.9K | 0.68% | 37 |
|
2017
Q3 | $6.2M | Sell |
24,383
-10,452
| -30% | -$2.66M | 0.61% | 58 |
|
2017
Q2 | $6.89M | Sell |
34,835
-355
| -1% | -$70.2K | 0.71% | 35 |
|
2017
Q1 | $6.22M | Sell |
35,190
-1,535
| -4% | -$271K | 0.65% | 46 |
|
2016
Q4 | $5.72M | Sell |
36,725
-73
| -0.2% | -$11.4K | 0.62% | 60 |
|
2016
Q3 | $4.85M | Sell |
36,798
-55
| -0.1% | -$7.25K | 0.53% | 91 |
|
2016
Q2 | $4.79M | Buy |
36,853
+27,233
| +283% | +$3.54M | 0.54% | 86 |
|
2016
Q1 | $1.22M | Sell |
9,620
-30,929
| -76% | -$3.93M | 0.14% | 138 |
|
2015
Q4 | $5.86M | Buy |
40,549
+30,716
| +312% | +$4.44M | 0.66% | 49 |
|
2015
Q3 | $1.29M | Buy |
9,833
+63
| +0.6% | +$8.25K | 0.15% | 161 |
|
2015
Q2 | $1.36M | Buy |
9,770
+1
| +0% | +$139 | 0.14% | 168 |
|
2015
Q1 | $1.47M | Buy |
9,769
+112
| +1% | +$16.8K | 0.15% | 171 |
|
2014
Q4 | $1.26M | Sell |
9,657
-20
| -0.2% | -$2.6K | 0.13% | 172 |
|
2014
Q3 | $1.23M | Buy |
9,677
+177
| +2% | +$22.6K | 0.14% | 168 |
|
2014
Q2 | $1.21M | Hold |
9,500
| – | – | 0.13% | 168 |
|
2014
Q1 | $1.19M | Sell |
9,500
-15
| -0.2% | -$1.88K | 0.14% | 167 |
|
2013
Q4 | $1.3M | Buy |
9,515
+15
| +0.2% | +$2.05K | 0.16% | 164 |
|
2013
Q3 | $1.12M | Hold |
9,500
| – | – | 0.14% | 168 |
|
2013
Q2 | $973K | Buy |
+9,500
| New | +$973K | 0.14% | 164 |
|