Mount Yale Investment Advisors’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 | $3.73M | Buy |
18,746
+6,907
| +58% | +$1.57M | 0.09% | 236 |
|
|
2025
Q4 | $2.57M | Buy |
11,839
+2,458
| +26% | +$506K | 0.12% | 162 |
|
|
2025
Q3 | $2.02M | Buy |
9,381
+4,876
| +108% | +$1.1M | 0.14% | 161 |
|
|
2025
Q2 | $944K | Sell |
4,505
-1,053
| -19% | -$199K | 0.07% | 217 |
|
|
2025
Q1 | $948K | Buy |
5,558
+1,673
| +43% | +$290K | 0.08% | 204 |
|
|
2024
Q4 | $688K | Buy |
3,885
+635
| +20% | +$99.7K | 0.06% | 282 |
|
|
2024
Q3 | $494K | Buy |
3,250
+163
| +5% | +$27.9K | 0.05% | 347 |
|
|
2024
Q2 | $562K | Sell |
3,087
-837
| -21% | -$149K | 0.04% | 318 |
|
|
2024
Q1 | $757K | Buy |
3,924
+14
| +0.4% | +$2.88K | 0.06% | 280 |
|
|
2023
Q4 | $1.02M | Buy |
3,910
+965
| +33% | +$206K | 0.1% | 199 |
|
|
2023
Q3 | $564K | Buy |
+2,945
| New | +$644K | 0.06% | 283 |
|
|
2022
Q3 | – | Sell |
-1,622
| Closed | -$222K | – | 448 |
|
|
2022
Q2 | $222K | Sell |
1,622
-24
| -1% | -$3.54K | 0.03% | 419 |
|
|
2022
Q1 | $315K | Buy |
1,646
+92
| +6% | +$18.5K | 0.03% | 354 |
|
|
2021
Q4 | $313K | Sell |
1,554
-52
| -3% | -$11K | 0.03% | 364 |
|
|
2021
Q3 | $353K | Sell |
1,606
-1,085
| -40% | -$242K | 0.04% | 325 |
|
|
2021
Q2 | $645K | Buy |
2,691
+861
| +47% | +$208K | 0.08% | 233 |
|
|
2021
Q1 | $466K | Sell |
1,830
-18
| -1% | -$4K | 0.06% | 270 |
|
|
2020
Q4 | $396K | Buy |
+1,848
| New | +$355K | 0.06% | 272 |
|
|
2019
Q2 | – | Sell |
-575
| Closed | -$219K | – | 319 |
|
|
2019
Q1 | $219K | Sell |
575
-545
| -49% | -$210K | 0.04% | 280 |
|
|
2018
Q4 | $452K | Sell |
1,120
-193
| -15% | -$66.7K | 0.09% | 196 |
|
|
2018
Q3 | $488K | Buy |
1,313
+321
| +32% | +$113K | 0.09% | 176 |
|
|
2018
Q2 | $333K | Buy |
992
+662
| +201% | +$228K | 0.06% | 239 |
|
|
2018
Q1 | $108K | Buy |
+330
| New | +$111K | 0.02% | 430 |
|
Other funds holding BA
VCM
VPM
