MSH Capital 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 | $540K | Sell |
2,577
-509
| -16% | -$107K | 0.16% | 153 |
|
2025
Q1 | $526K | Sell |
3,086
-50
| -2% | -$8.53K | 0.16% | 143 |
|
2024
Q4 | $555K | Buy |
+3,136
| New | +$555K | 0.17% | 136 |
|
2024
Q3 | – | Sell |
-1,160
| Closed | -$211K | – | 229 |
|
2024
Q2 | $211K | Buy |
1,160
+17
| +1% | +$3.09K | 0.07% | 213 |
|
2024
Q1 | $221K | Sell |
1,143
-20
| -2% | -$3.86K | 0.08% | 196 |
|
2023
Q4 | $303K | Sell |
1,163
-261
| -18% | -$68K | 0.11% | 161 |
|
2023
Q3 | $273K | Buy |
+1,424
| New | +$273K | 0.11% | 176 |
|
2023
Q2 | – | Sell |
-984
| Closed | -$209K | – | 214 |
|
2023
Q1 | $209K | Sell |
984
-342
| -26% | -$72.7K | 0.09% | 186 |
|
2022
Q4 | $253K | Sell |
1,326
-347
| -21% | -$66.1K | 0.11% | 172 |
|
2022
Q3 | $203K | Sell |
1,673
-100
| -6% | -$12.1K | 0.1% | 181 |
|
2022
Q2 | $242K | Sell |
1,773
-88
| -5% | -$12K | 0.11% | 167 |
|
2022
Q1 | $356K | Buy |
+1,861
| New | +$356K | 0.15% | 139 |
|