OIM
Orca Investment Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,840
| Closed | -$584K | – | 58 |
|
|
2024
Q3 | $584K | Buy |
3,840
+361
| +10% | +$54.9K | 0.53% | 42 |
|
|
2024
Q2 | $633K | Sell |
3,479
-55
| -2% | -$10K | 0.6% | 36 |
|
|
2024
Q1 | $682K | Sell |
3,534
-238
| -6% | -$45.9K | 0.64% | 37 |
|
|
2023
Q4 | $983K | Buy |
3,772
+195
| +5% | +$50.8K | 0.94% | 33 |
|
|
2023
Q3 | $686K | Buy |
3,577
+164
| +5% | +$31.4K | 0.76% | 38 |
|
|
2023
Q2 | $721K | Sell |
3,413
-355
| -9% | -$75K | 0.79% | 36 |
|
|
2023
Q1 | $800K | Sell |
3,768
-15
| -0.4% | -$3.19K | 0.98% | 30 |
|
|
2022
Q4 | $721K | Sell |
3,783
-16
| -0.4% | -$3.05K | 0.91% | 33 |
|
|
2022
Q3 | $460K | Sell |
3,799
-234
| -6% | -$28.3K | 0.6% | 42 |
|
|
2022
Q2 | $551K | Buy |
4,033
+217
| +6% | +$29.6K | 0.51% | 41 |
|
|
2022
Q1 | $731K | Buy |
3,816
+2
| +0.1% | +$383 | 0.6% | 39 |
|
|
2021
Q4 | $768K | Sell |
3,814
-701
| -16% | -$141K | 0.63% | 40 |
|
|
2021
Q3 | $993K | Sell |
4,515
-359
| -7% | -$79K | 0.87% | 36 |
|
|
2021
Q2 | $1.17M | Buy |
4,874
+104
| +2% | +$24.9K | 1.05% | 34 |
|
|
2021
Q1 | $1.22M | Sell |
4,770
-170
| -3% | -$43.3K | 1.26% | 30 |
|
|
2020
Q4 | $1.06M | Buy |
+4,940
| New | +$1.06M | 1.11% | 33 |
|
|
2019
Q3 | $906K | Sell |
2,382
-78
| -3% | -$29.7K | 1.07% | 32 |
|
|
2019
Q2 | $895K | Buy |
+2,460
| New | +$895K | 1% | 37 |
|