OAM
Oppenheimer Asset Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
68,341
-192
| -0.3% | -$40.2K | 0.16% | 149 |
|
|
2025
Q1 | $11.7M | Buy |
68,533
+9,064
| +15% | +$1.55M | 0.15% | 162 |
|
|
2024
Q4 | $10.5M | Buy |
59,469
+9,807
| +20% | +$1.74M | 0.13% | 176 |
|
|
2024
Q3 | $7.55M | Buy |
49,662
+24,625
| +98% | +$3.74M | 0.09% | 241 |
|
|
2024
Q2 | $4.56M | Buy |
25,037
+23,022
| +1,143% | +$4.19M | 0.06% | 327 |
|
|
2024
Q1 | $389K | Sell |
2,015
-10,752
| -84% | -$2.08M | 0.01% | 897 |
|
|
2023
Q4 | $3.33M | Buy |
12,767
+4,882
| +62% | +$1.27M | 0.05% | 387 |
|
|
2023
Q3 | $1.51M | Sell |
7,885
-3,667
| -32% | -$703K | 0.02% | 577 |
|
|
2023
Q2 | $2.44M | Buy |
11,552
+2,413
| +26% | +$510K | 0.04% | 449 |
|
|
2023
Q1 | $1.94M | Sell |
9,139
-481
| -5% | -$102K | 0.03% | 501 |
|
|
2022
Q4 | $1.83M | Buy |
+9,620
| New | +$1.83M | 0.03% | 508 |
|
|
2020
Q4 | – | Sell |
-2,740
| Closed | -$453K | – | 1137 |
|
|
2020
Q3 | $453K | Sell |
2,740
-1,765
| -39% | -$292K | 0.01% | 842 |
|
|
2020
Q2 | $826K | Buy |
4,505
+1,821
| +68% | +$334K | 0.02% | 652 |
|
|
2020
Q1 | $401K | Sell |
2,684
-29,057
| -92% | -$4.34M | 0.01% | 797 |
|
|
2019
Q4 | $10.3M | Sell |
31,741
-7,015
| -18% | -$2.28M | 0.22% | 114 |
|
|
2019
Q3 | $14.7M | Buy |
38,756
+4,255
| +12% | +$1.62M | 0.33% | 68 |
|
|
2019
Q2 | $12.6M | Sell |
34,501
-362
| -1% | -$132K | 0.28% | 84 |
|
|
2019
Q1 | $13.3M | Buy |
34,863
+4,008
| +13% | +$1.53M | 0.3% | 76 |
|
|
2018
Q4 | $9.95M | Buy |
30,855
+3,600
| +13% | +$1.16M | 0.25% | 97 |
|
|
2018
Q3 | $10.1M | Sell |
27,255
-9,295
| -25% | -$3.46M | 0.22% | 111 |
|
|
2018
Q2 | $12.3M | Sell |
36,550
-2,957
| -7% | -$992K | 0.3% | 84 |
|
|
2018
Q1 | $13M | Sell |
39,507
-31,495
| -44% | -$10.3M | 0.32% | 78 |
|
|
2017
Q4 | $18.1M | Hold |
71,002
| – | – | 0.48% | 42 |
|
|
2017
Q3 | $18.1M | Sell |
71,002
-29,590
| -29% | -$7.52M | 0.47% | 43 |
|
|
2017
Q2 | $19.9M | Sell |
100,592
-18,512
| -16% | -$3.66M | 0.55% | 32 |
|
|
2017
Q1 | $21.1M | Buy |
+119,104
| New | +$21.1M | 0.6% | 26 |
|