Oak Harvest Investment Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.92M | Buy |
13,921
+562
| +4% | +$118K | 0.37% | 84 |
|
2025
Q1 | $2.28M | Buy |
+13,359
| New | +$2.28M | 0.32% | 81 |
|
2024
Q2 | – | Sell |
-2,273
| Closed | -$439K | – | 119 |
|
2024
Q1 | $439K | Sell |
2,273
-2,514
| -53% | -$485K | 0.07% | 100 |
|
2023
Q4 | $1.25M | Buy |
4,787
+1,442
| +43% | +$376K | 0.25% | 71 |
|
2023
Q3 | $641K | Buy |
3,345
+1,327
| +66% | +$254K | 0.14% | 80 |
|
2023
Q2 | $426K | Buy |
+2,018
| New | +$426K | 0.1% | 88 |
|