Morningstar Investment Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,398
| Closed | -$375K | – | 164 |
|
|
2024
Q3 | $375K | Buy |
2,398
+545
| +29% | +$85.2K | ﹤0.01% | 312 |
|
|
2024
Q2 | $338K | Buy |
1,853
+628
| +51% | +$115K | ﹤0.01% | 299 |
|
|
2024
Q1 | $235K | Sell |
1,225
-1,301
| -52% | -$250K | ﹤0.01% | 322 |
|
|
2023
Q4 | $658K | Buy |
2,526
+1,394
| +123% | +$363K | ﹤0.01% | 264 |
|
|
2023
Q3 | $216K | Buy |
+1,132
| New | +$216K | ﹤0.01% | 269 |
|
|
2022
Q4 | – | Sell |
-2,679
| Closed | -$374K | – | 218 |
|
|
2022
Q3 | $374K | Sell |
2,679
-17,601
| -87% | -$2.46M | 0.01% | 182 |
|
|
2022
Q2 | $2.81M | Buy |
+20,280
| New | +$2.81M | 0.04% | 137 |
|
|
2020
Q1 | – | Sell |
-919
| Closed | -$299K | – | 210 |
|
|
2019
Q4 | $299K | Buy |
919
+51
| +6% | +$16.6K | ﹤0.01% | 168 |
|
|
2019
Q3 | $331K | Buy |
868
+38
| +5% | +$14.5K | 0.01% | 159 |
|
|
2019
Q2 | $302K | Buy |
+830
| New | +$302K | 0.01% | 187 |
|
|
2019
Q1 | – | Sell |
-636
| Closed | -$205K | – | 205 |
|
|
2018
Q4 | $205K | Buy |
+636
| New | +$205K | ﹤0.01% | 202 |
|