Novare 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 | $235K | Buy |
+1,123
| New | +$235K | 0.02% | 185 |
|
|
2024
Q4 | – | Sell |
-1,395
| Closed | -$212K | – | 189 |
|
|
2024
Q3 | $212K | Sell |
1,395
-204
| -13% | -$31K | 0.02% | 186 |
|
|
2024
Q2 | $291K | Sell |
1,599
-50
| -3% | -$9.1K | 0.03% | 151 |
|
|
2024
Q1 | $318K | Sell |
1,649
-85
| -5% | -$16.4K | 0.03% | 145 |
|
|
2023
Q4 | $452K | Sell |
1,734
-1,200
| -41% | -$313K | 0.05% | 127 |
|
|
2023
Q3 | $562K | Sell |
2,934
-214
| -7% | -$41K | 0.06% | 121 |
|
|
2023
Q2 | $665K | Buy |
3,148
+214
| +7% | +$45.2K | 0.07% | 120 |
|
|
2023
Q1 | $623K | Buy |
2,934
+1,110
| +61% | +$236K | 0.07% | 117 |
|
|
2022
Q4 | $347K | Sell |
1,824
-150
| -8% | -$28.6K | 0.04% | 139 |
|
|
2022
Q3 | $239K | Sell |
1,974
-488
| -20% | -$59.1K | 0.03% | 147 |
|
|
2022
Q2 | $337K | Buy |
2,462
+50
| +2% | +$6.84K | 0.04% | 131 |
|
|
2022
Q1 | $462K | Sell |
2,412
-150
| -6% | -$28.7K | 0.05% | 119 |
|
|
2021
Q4 | $516K | Buy |
2,562
+286
| +13% | +$57.6K | 0.05% | 112 |
|
|
2021
Q3 | $501K | Sell |
2,276
-67
| -3% | -$14.7K | 0.06% | 108 |
|
|
2021
Q2 | $561K | Buy |
2,343
+900
| +62% | +$215K | 0.06% | 103 |
|
|
2021
Q1 | $368K | Buy |
1,443
+16
| +1% | +$4.08K | 0.04% | 110 |
|
|
2020
Q4 | $305K | Sell |
1,427
-212
| -13% | -$45.3K | 0.04% | 114 |
|
|
2020
Q3 | $271K | Sell |
1,639
-286
| -15% | -$47.3K | 0.04% | 117 |
|
|
2020
Q2 | $353K | Buy |
1,925
+11
| +0.6% | +$2.02K | 0.05% | 112 |
|
|
2020
Q1 | $285K | Buy |
1,914
+110
| +6% | +$16.4K | 0.05% | 113 |
|
|
2019
Q4 | $588K | Buy |
1,804
+35
| +2% | +$11.4K | 0.08% | 117 |
|
|
2019
Q3 | $673K | Hold |
1,769
| – | – | 0.1% | 111 |
|
|
2019
Q2 | $644K | Buy |
1,769
+250
| +16% | +$91K | 0.1% | 111 |
|
|
2019
Q1 | $579K | Buy |
1,519
+100
| +7% | +$38.1K | 0.09% | 111 |
|
|
2018
Q4 | $458K | Buy |
1,419
+331
| +30% | +$107K | 0.08% | 117 |
|
|
2018
Q3 | $405K | Buy |
1,088
+13
| +1% | +$4.84K | 0.06% | 124 |
|
|
2018
Q2 | $361K | Hold |
1,075
| – | – | 0.06% | 127 |
|
|
2018
Q1 | $352K | Buy |
1,075
+58
| +6% | +$19K | 0.06% | 128 |
|
|
2017
Q4 | $300K | Hold |
1,017
| – | – | 0.05% | 130 |
|
|
2017
Q3 | $259K | Sell |
1,017
-24
| -2% | -$6.11K | 0.05% | 141 |
|
|
2017
Q2 | $206K | Buy |
+1,041
| New | +$206K | 0.05% | 121 |
|
|
2016
Q1 | – | Sell |
-2,617
| Closed | -$378K | – | 112 |
|
|
2015
Q4 | $378K | Buy |
2,617
+200
| +8% | +$28.9K | 0.1% | 100 |
|
|
2015
Q3 | $317K | Buy |
+2,417
| New | +$317K | 0.09% | 103 |
|