Morton Capital 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 | $288K | Sell |
1,376
-250
| -15% | -$52.4K | 0.05% | 94 |
|
|
2025
Q1 | $277K | Sell |
1,626
-25
| -2% | -$4.26K | 0.05% | 91 |
|
|
2024
Q4 | $292K | Buy |
1,651
+9
| +0.5% | +$1.59K | 0.06% | 87 |
|
|
2024
Q3 | $250K | Sell |
1,642
-10
| -0.6% | -$1.52K | 0.05% | 94 |
|
|
2024
Q2 | $301K | Hold |
1,652
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $319K | Sell |
1,652
-42
| -2% | -$8.11K | 0.09% | 74 |
|
|
2023
Q4 | $442K | Sell |
1,694
-138
| -8% | -$36K | 0.13% | 63 |
|
|
2023
Q3 | $351K | Buy |
1,832
+7
| +0.4% | +$1.34K | 0.12% | 65 |
|
|
2023
Q2 | $385K | Hold |
1,825
| – | – | 0.13% | 66 |
|
|
2023
Q1 | $388K | Sell |
1,825
-457
| -20% | -$97.1K | 0.14% | 64 |
|
|
2022
Q4 | $435K | Buy |
2,282
+477
| +26% | +$90.9K | 0.17% | 55 |
|
|
2022
Q3 | $219K | Sell |
1,805
-109
| -6% | -$13.2K | 0.1% | 72 |
|
|
2022
Q2 | $262K | Sell |
1,914
-121
| -6% | -$16.5K | 0.11% | 72 |
|
|
2022
Q1 | $390K | Buy |
2,035
+408
| +25% | +$78.1K | 0.16% | 55 |
|
|
2021
Q4 | $328K | Buy |
+1,627
| New | +$328K | 0.13% | 62 |
|