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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Sell |
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|
2025
Q1 | $948K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $757K | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $564K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $313K | Sell |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $466K | Sell |
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|
2020
Q4 | $396K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $219K | Sell |
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|
2018
Q4 | $452K | Sell |
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|
2018
Q3 | $488K | Buy |
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|
2018
Q2 | $333K | Buy |
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|
2018
Q1 | $108K | Buy |
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