Moneta Group Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
28,312
-4,662
| -14% | -$977K | 0.07% | 127 |
|
|
2025
Q1 | $5.62M | Sell |
32,974
-263
| -0.8% | -$44.9K | 0.08% | 124 |
|
|
2024
Q4 | $5.88M | Buy |
33,237
+418
| +1% | +$74K | 0.08% | 118 |
|
|
2024
Q3 | $4.99M | Sell |
32,819
-1,631
| -5% | -$248K | 0.07% | 127 |
|
|
2024
Q2 | $6.27M | Buy |
34,450
+464
| +1% | +$84.5K | 0.1% | 108 |
|
|
2024
Q1 | $6.56M | Buy |
33,986
+14,852
| +78% | +$2.87M | 0.11% | 107 |
|
|
2023
Q4 | $4.99M | Buy |
19,134
+1,727
| +10% | +$450K | 0.1% | 108 |
|
|
2023
Q3 | $3.34M | Sell |
17,407
-1,240
| -7% | -$238K | 0.08% | 128 |
|
|
2023
Q2 | $3.94M | Buy |
18,647
+617
| +3% | +$130K | 0.09% | 121 |
|
|
2023
Q1 | $3.83M | Buy |
18,030
+5,335
| +42% | +$1.13M | 0.09% | 116 |
|
|
2022
Q4 | $2.7M | Sell |
12,695
-1,932
| -13% | -$412K | 0.07% | 130 |
|
|
2022
Q3 | $1.77M | Sell |
14,627
-2,986
| -17% | -$362K | 0.07% | 143 |
|
|
2022
Q2 | $2.41M | Buy |
17,613
+5,801
| +49% | +$793K | 0.08% | 130 |
|
|
2022
Q1 | $2.26M | Buy |
11,812
+3,288
| +39% | +$630K | 0.09% | 129 |
|
|
2021
Q4 | $1.72M | Sell |
8,524
-783
| -8% | -$158K | 0.07% | 147 |
|
|
2021
Q3 | $2.05M | Buy |
9,307
+3,313
| +55% | +$729K | 0.09% | 123 |
|
|
2021
Q2 | $1.44M | Buy |
5,994
+631
| +12% | +$151K | 0.07% | 158 |
|
|
2021
Q1 | $1.37M | Buy |
5,363
+486
| +10% | +$124K | 0.07% | 151 |
|
|
2020
Q4 | $1.04M | Buy |
4,877
+429
| +10% | +$91.8K | 0.08% | 144 |
|
|
2020
Q3 | $735K | Buy |
4,448
+1,278
| +40% | +$211K | 0.06% | 142 |
|
|
2020
Q2 | $581K | Buy |
3,170
+354
| +13% | +$64.9K | 0.06% | 145 |
|
|
2020
Q1 | $420K | Sell |
2,816
-1,921
| -41% | -$287K | 0.04% | 169 |
|
|
2019
Q4 | $1.54M | Sell |
4,737
-1,794
| -27% | -$584K | 0.13% | 96 |
|
|
2019
Q3 | $2.49M | Buy |
6,531
+957
| +17% | +$364K | 0.23% | 76 |
|
|
2019
Q2 | $2.03M | Buy |
5,574
+396
| +8% | +$144K | 0.2% | 76 |
|
|
2019
Q1 | $1.98M | Sell |
5,178
-1,365
| -21% | -$521K | 0.21% | 75 |
|
|
2018
Q4 | $2.11M | Buy |
6,543
+134
| +2% | +$43.2K | 0.25% | 67 |
|
|
2018
Q3 | $2.38M | Buy |
6,409
+432
| +7% | +$161K | 0.24% | 69 |
|
|
2018
Q2 | $2.01M | Buy |
5,977
+469
| +9% | +$157K | 0.22% | 67 |
|
|
2018
Q1 | $1.81M | Buy |
5,508
+3,480
| +172% | +$1.14M | 0.24% | 54 |
|
|
2017
Q4 | $598K | Buy |
2,028
+263
| +15% | +$77.6K | 0.09% | 104 |
|
|
2017
Q3 | $449K | Sell |
1,765
-1,056
| -37% | -$269K | 0.07% | 132 |
|
|
2017
Q2 | $558K | Buy |
2,821
+1,036
| +58% | +$205K | 0.09% | 112 |
|
|
2017
Q1 | $316K | Sell |
1,785
-1,215
| -41% | -$215K | 0.06% | 118 |
|
|
2016
Q4 | $467K | Buy |
+3,000
| New | +$467K | 0.1% | 95 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$20K | – | 160 |
|
|
2015
Q3 | $20K | Buy |
+150
| New | +$20K | 0.01% | 323 |
|
|
2015
Q2 | – | Sell |
-7,000
| Closed | -$1.05M | – | 127 |
|
|
2015
Q1 | $1.05M | Buy |
+7,000
| New | +$1.05M | 0.45% | 31 |
|