Mount Yale 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 | $944K | Sell |
4,505
-1,053
| -19% | -$221K | 0.07% | 217 |
|
|
2025
Q1 | $948K | Buy |
5,558
+1,673
| +43% | +$285K | 0.08% | 204 |
|
|
2024
Q4 | $688K | Buy |
3,885
+635
| +20% | +$112K | 0.06% | 282 |
|
|
2024
Q3 | $494K | Buy |
3,250
+163
| +5% | +$24.8K | 0.05% | 347 |
|
|
2024
Q2 | $562K | Sell |
3,087
-837
| -21% | -$152K | 0.04% | 318 |
|
|
2024
Q1 | $757K | Buy |
3,924
+14
| +0.4% | +$2.7K | 0.06% | 280 |
|
|
2023
Q4 | $1.02M | Buy |
3,910
+965
| +33% | +$252K | 0.1% | 199 |
|
|
2023
Q3 | $564K | Buy |
+2,945
| New | +$564K | 0.06% | 282 |
|
|
2022
Q3 | – | Sell |
-1,622
| Closed | -$222K | – | 446 |
|
|
2022
Q2 | $222K | Sell |
1,622
-24
| -1% | -$3.29K | 0.03% | 418 |
|
|
2022
Q1 | $315K | Buy |
1,646
+92
| +6% | +$17.6K | 0.03% | 354 |
|
|
2021
Q4 | $313K | Sell |
1,554
-52
| -3% | -$10.5K | 0.03% | 360 |
|
|
2021
Q3 | $353K | Sell |
1,606
-1,085
| -40% | -$238K | 0.04% | 324 |
|
|
2021
Q2 | $645K | Buy |
2,691
+861
| +47% | +$206K | 0.08% | 232 |
|
|
2021
Q1 | $466K | Sell |
1,830
-18
| -1% | -$4.58K | 0.06% | 269 |
|
|
2020
Q4 | $396K | Buy |
+1,848
| New | +$396K | 0.06% | 271 |
|
|
2019
Q2 | – | Sell |
-575
| Closed | -$219K | – | 306 |
|
|
2019
Q1 | $219K | Sell |
575
-545
| -49% | -$208K | 0.04% | 280 |
|
|
2018
Q4 | $452K | Sell |
1,120
-193
| -15% | -$77.9K | 0.09% | 196 |
|
|
2018
Q3 | $488K | Buy |
1,313
+321
| +32% | +$119K | 0.09% | 176 |
|
|
2018
Q2 | $333K | Buy |
992
+662
| +201% | +$222K | 0.06% | 239 |
|
|
2018
Q1 | $108K | Buy |
+330
| New | +$108K | 0.02% | 429 |
|