Optimum Investment 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 | $471K | Hold |
2,249
| – | – | 0.2% | 96 |
|
|
2025
Q1 | $384K | Hold |
2,249
| – | – | 0.18% | 113 |
|
|
2024
Q4 | $398K | Sell |
2,249
-200
| -8% | -$35.4K | 0.18% | 116 |
|
|
2024
Q3 | $372K | Sell |
2,449
-100
| -4% | -$15.2K | 0.16% | 128 |
|
|
2024
Q2 | $464K | Hold |
2,549
| – | – | 0.21% | 106 |
|
|
2024
Q1 | $492K | Sell |
2,549
-350
| -12% | -$67.5K | 0.23% | 99 |
|
|
2023
Q4 | $756K | Buy |
2,899
+200
| +7% | +$52.1K | 0.38% | 62 |
|
|
2023
Q3 | $517K | Buy |
2,699
+100
| +4% | +$19.2K | 0.27% | 91 |
|
|
2023
Q2 | $549K | Hold |
2,599
| – | – | 0.27% | 93 |
|
|
2023
Q1 | $552K | Sell |
2,599
-55
| -2% | -$11.7K | 0.29% | 87 |
|
|
2022
Q4 | $506K | Sell |
2,654
-300
| -10% | -$57.1K | 0.27% | 93 |
|
|
2022
Q3 | $358K | Buy |
2,954
+15
| +0.5% | +$1.82K | 0.19% | 119 |
|
|
2022
Q2 | $402K | Hold |
2,939
| – | – | 0.2% | 115 |
|
|
2022
Q1 | $563K | Sell |
2,939
-1,867
| -39% | -$358K | 0.24% | 95 |
|
|
2021
Q4 | $968K | Sell |
4,806
-165
| -3% | -$33.2K | 0.38% | 56 |
|
|
2021
Q3 | $1.09M | Sell |
4,971
-2,906
| -37% | -$639K | 0.46% | 47 |
|
|
2021
Q2 | $1.89M | Sell |
7,877
-1,981
| -20% | -$475K | 0.59% | 39 |
|
|
2021
Q1 | $2.51M | Buy |
9,858
+406
| +4% | +$103K | 0.73% | 30 |
|
|
2020
Q4 | $2.02M | Sell |
9,452
-846
| -8% | -$181K | 0.61% | 37 |
|
|
2020
Q3 | $1.7M | Sell |
10,298
-803
| -7% | -$133K | 0.57% | 39 |
|
|
2020
Q2 | $2.04M | Sell |
11,101
-563
| -5% | -$103K | 0.71% | 27 |
|
|
2020
Q1 | $1.74M | Sell |
11,664
-425
| -4% | -$63.4K | 0.71% | 25 |
|
|
2019
Q4 | $3.94M | Sell |
12,089
-543
| -4% | -$177K | 1.17% | 16 |
|
|
2019
Q3 | $4.81M | Buy |
12,632
+265
| +2% | +$101K | 1.52% | 8 |
|
|
2019
Q2 | $4.5M | Buy |
12,367
+2,889
| +30% | +$1.05M | 1.46% | 10 |
|
|
2019
Q1 | $3.62M | Buy |
9,478
+603
| +7% | +$230K | 1.19% | 13 |
|
|
2018
Q4 | $2.86M | Sell |
8,875
-346
| -4% | -$112K | 0.98% | 21 |
|
|
2018
Q3 | $3.43M | Sell |
9,221
-257
| -3% | -$95.6K | 0.95% | 21 |
|
|
2018
Q2 | $3.18M | Sell |
9,478
-200
| -2% | -$67.1K | 0.92% | 21 |
|
|
2018
Q1 | $3.17M | Buy |
9,678
+903
| +10% | +$296K | 0.93% | 20 |
|
|
2017
Q4 | $2.59M | Sell |
8,775
-46
| -0.5% | -$13.6K | 0.82% | 26 |
|
|
2017
Q3 | $2.24M | Sell |
8,821
-28
| -0.3% | -$7.12K | 0.75% | 31 |
|
|
2017
Q2 | $1.75M | Buy |
8,849
+5
| +0.1% | +$989 | 0.61% | 43 |
|
|
2017
Q1 | $1.56M | Sell |
8,844
-95
| -1% | -$16.8K | 0.55% | 48 |
|
|
2016
Q4 | $1.39M | Sell |
8,939
-293
| -3% | -$45.6K | 0.52% | 51 |
|
|
2016
Q3 | $1.22M | Buy |
9,232
+765
| +9% | +$101K | 0.46% | 57 |
|
|
2016
Q2 | $1.1M | Buy |
8,467
+6
| +0.1% | +$779 | 0.43% | 63 |
|
|
2016
Q1 | $1.07M | Sell |
8,461
-1,826
| -18% | -$232K | 0.42% | 67 |
|
|
2015
Q4 | $1.49M | Buy |
10,287
+972
| +10% | +$141K | 0.58% | 43 |
|
|
2015
Q3 | $1.22M | Buy |
+9,315
| New | +$1.22M | 0.49% | 56 |
|
|
2015
Q1 | $1.41M | Buy |
9,391
+204
| +2% | +$30.6K | 0.45% | 52 |
|
|
2014
Q4 | $1.19M | Buy |
9,187
+803
| +10% | +$104K | 0.38% | 65 |
|
|
2014
Q3 | $1.07M | Sell |
8,384
-21
| -0.2% | -$2.68K | 0.35% | 74 |
|
|
2014
Q2 | $1.07M | Sell |
8,405
-97
| -1% | -$12.3K | 0.35% | 73 |
|
|
2014
Q1 | $1.07M | Sell |
8,502
-186
| -2% | -$23.3K | 0.4% | 68 |
|
|
2013
Q4 | $1.19M | Sell |
8,688
-523
| -6% | -$71.4K | 0.45% | 62 |
|
|
2013
Q3 | $1.08M | Buy |
+9,211
| New | +$1.08M | 0.44% | 64 |
|