Monte 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 | $218K | Hold |
1,094
| – | – | 0.08% | 98 |
|
|
2025
Q4 | $238K | Buy |
1,094
+10
| +0.9% | +$2.06K | 0.09% | 90 |
|
|
2025
Q3 | $234K | Hold |
1,084
| – | – | 0.09% | 90 |
|
|
2025
Q2 | $227K | Buy |
+1,084
| New | +$205K | 0.09% | 89 |
|
|
2025
Q1 | – | Sell |
-1,284
| Closed | -$227K | – | 83 |
|
|
2024
Q4 | $227K | Buy |
+1,284
| New | +$202K | 0.1% | 79 |
|
|
2024
Q3 | – | Sell |
-1,284
| Closed | -$234K | – | 84 |
|
|
2024
Q2 | $234K | Hold |
1,284
| – | – | 0.1% | 78 |
|
|
2024
Q1 | $248K | Sell |
1,284
-150
| -10% | -$30.8K | 0.11% | 81 |
|
|
2023
Q4 | $374K | Sell |
1,434
-100
| -7% | -$21.4K | 0.17% | 72 |
|
|
2023
Q3 | $294K | Hold |
1,534
| – | – | 0.15% | 75 |
|
|
2023
Q2 | $324K | Sell |
1,534
-270
| -15% | -$56.1K | 0.16% | 73 |
|
|
2023
Q1 | $383K | Sell |
1,804
-1,681
| -48% | -$349K | 0.2% | 68 |
|
|
2022
Q4 | $664K | Sell |
3,485
-91
| -3% | -$14.9K | 0.34% | 59 |
|
|
2022
Q3 | $433K | Sell |
3,576
-100
| -3% | -$15.3K | 0.27% | 66 |
|
|
2022
Q2 | $503K | Sell |
3,676
-1
| -0% | -$148 | 0.29% | 63 |
|
|
2022
Q1 | $704K | Buy |
3,677
+634
| +21% | +$127K | 0.37% | 53 |
|
|
2021
Q4 | $613K | Sell |
3,043
-50
| -2% | -$10.6K | 0.32% | 61 |
|
|
2021
Q3 | $680K | Sell |
3,093
-10
| -0.3% | -$2.23K | 0.39% | 49 |
|
|
2021
Q2 | $743K | Sell |
3,103
-950
| -23% | -$230K | 0.42% | 46 |
|
|
2021
Q1 | $1.03M | Sell |
4,053
-20
| -0.5% | -$4.45K | 0.63% | 37 |
|
|
2020
Q4 | $872K | Buy |
4,073
+15
| +0.4% | +$2.88K | 0.59% | 40 |
|
|
2020
Q3 | $671K | Sell |
4,058
-4,432
| -52% | -$755K | 0.51% | 45 |
|
|
2020
Q2 | $1.56M | Sell |
8,490
-2,137
| -20% | -$328K | 1.23% | 35 |
|
|
2020
Q1 | $1.58M | Buy |
10,627
+5,168
| +95% | +$1.41M | 1.54% | 32 |
|
|
2019
Q4 | $1.78M | Hold |
5,459
| – | – | 1.31% | 33 |
|
|
2019
Q3 | $2.08M | Sell |
5,459
-9
| -0.2% | -$3.22K | 1.68% | 32 |
|
|
2019
Q2 | $1.99M | Sell |
5,468
-4,627
| -46% | -$1.69M | 1.69% | 29 |
|
|
2019
Q1 | $3.85M | Sell |
10,095
-556
| -5% | -$214K | 3.37% | 5 |
|
|
2018
Q4 | $3.44M | Buy |
10,651
+138
| +1% | +$47.7K | 3.64% | 4 |
|
|
2018
Q3 | $3.91M | Sell |
10,513
-1,166
| -10% | -$410K | 3.66% | 4 |
|
|
2018
Q2 | $3.92M | Sell |
11,679
-189
| -2% | -$65K | 3.99% | 1 |
|
|
2018
Q1 | $3.89M | Sell |
11,868
-2,436
| -17% | -$823K | 4.06% | 1 |
|
|
2017
Q4 | $4.22M | Buy |
+14,304
| New | +$3.87M | 4.28% | 1 |
|
Other funds holding BA
VCM
VPM
