OneDigital 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 | $13.1M | Sell |
65,969
-10,532
| -14% | -$2.4M | 0.13% | 148 |
|
|
2025
Q4 | $16.6M | Buy |
76,501
+2,542
| +3% | +$523K | 0.16% | 124 |
|
|
2025
Q3 | $16M | Sell |
73,959
-1,535
| -2% | -$346K | 0.16% | 124 |
|
|
2025
Q2 | $15.8M | Sell |
75,494
-4,306
| -5% | -$813K | 0.18% | 117 |
|
|
2025
Q1 | $13.6M | Buy |
79,800
+7,447
| +10% | +$1.29M | 0.16% | 121 |
|
|
2024
Q4 | $12.8M | Buy |
72,353
+484
| +0.7% | +$76K | 0.15% | 131 |
|
|
2024
Q3 | $10.9M | Sell |
71,869
-2,222
| -3% | -$381K | 0.12% | 141 |
|
|
2024
Q2 | $13.5M | Sell |
74,091
-1,663
| -2% | -$296K | 0.17% | 112 |
|
|
2024
Q1 | $14.6M | Buy |
75,754
+13,450
| +22% | +$2.76M | 0.23% | 94 |
|
|
2023
Q4 | $16.2M | Buy |
62,304
+10,765
| +21% | +$2.3M | 0.28% | 75 |
|
|
2023
Q3 | $9.88M | Buy |
51,539
+1,392
| +3% | +$305K | 0.21% | 99 |
|
|
2023
Q2 | $10.6M | Buy |
50,147
+3,013
| +6% | +$626K | 0.23% | 86 |
|
|
2023
Q1 | $10M | Sell |
47,134
-99
| -0.2% | -$20.6K | 0.23% | 83 |
|
|
2022
Q4 | $9M | Buy |
47,233
+19,598
| +71% | +$3.21M | 0.26% | 80 |
|
|
2022
Q3 | $3.35M | Buy |
27,635
+18,679
| +209% | +$2.86M | 0.12% | 118 |
|
|
2022
Q2 | $1.22M | Sell |
8,956
-4,117
| -31% | -$607K | 0.05% | 223 |
|
|
2022
Q1 | $2.5M | Buy |
13,073
+3,236
| +33% | +$650K | 0.09% | 142 |
|
|
2021
Q4 | $1.98M | Sell |
9,837
-47
| -0.5% | -$9.93K | 0.07% | 172 |
|
|
2021
Q3 | $2.17M | Sell |
9,884
-481
| -5% | -$107K | 0.09% | 149 |
|
|
2021
Q2 | $2.48M | Sell |
10,365
-1,676
| -14% | -$405K | 0.1% | 131 |
|
|
2021
Q1 | $3.07M | Buy |
12,041
+462
| +4% | +$103K | 0.14% | 100 |
|
|
2020
Q4 | $2.48M | Sell |
11,579
-43
| -0.4% | -$8.27K | 0.13% | 116 |
|
|
2020
Q3 | $1.92M | Sell |
11,622
-1,975
| -15% | -$337K | 0.13% | 125 |
|
|
2020
Q2 | $2.49M | Buy |
13,597
+1,917
| +16% | +$295K | 0.18% | 113 |
|
|
2020
Q1 | $1.74M | Buy |
11,680
+1,493
| +15% | +$409K | 0.16% | 132 |
|
|
2019
Q4 | $3.32M | Sell |
10,187
-78
| -0.8% | -$27.6K | 0.26% | 85 |
|
|
2019
Q3 | $3.91M | Sell |
10,265
-556
| -5% | -$199K | 0.35% | 65 |
|
|
2019
Q2 | $3.94M | Buy |
10,821
+7,324
| +209% | +$2.67M | 0.31% | 59 |
|
|
2019
Q1 | $1.33M | Buy |
3,497
+955
| +38% | +$368K | 0.2% | 91 |
|
|
2018
Q4 | $820K | Sell |
2,542
-245
| -9% | -$84.6K | 0.14% | 117 |
|
|
2018
Q3 | $1.04M | Buy |
2,787
+86
| +3% | +$30.2K | 0.24% | 60 |
|
|
2018
Q2 | $906K | Buy |
2,701
+128
| +5% | +$44K | 0.19% | 79 |
|
|
2018
Q1 | $844K | Buy |
2,573
+301
| +13% | +$102K | 0.19% | 86 |
|
|
2017
Q4 | $670K | Buy |
2,272
+893
| +65% | +$242K | 0.08% | 108 |
|
|
2017
Q3 | $350K | Buy |
1,379
+129
| +10% | +$30.1K | 0.13% | 102 |
|
|
2017
Q2 | $247K | Buy |
+1,250
| New | +$233K | 0.07% | 175 |
|
Other funds holding BA
VCM
VPM
