Palisades Hudson Asset Management’s Boeing BA Stock Holding History

Palisades Hudson Asset Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$420K	Hold	2,005	–	–	0.16%	60
2025 Q1	$342K	Hold	2,005	–	–	0.16%	68
2024 Q4	$355K	Sell	2,005 -12	-0.6%	-$2.13K	0.15%	70
2024 Q3	$307K	Hold	2,017	–	–	0.13%	75
2024 Q2	$367K	Hold	2,017	–	–	0.17%	66
2024 Q1	$389K	Hold	2,017	–	–	0.18%	65
2023 Q4	$526K	Hold	2,017	–	–	0.26%	53
2023 Q3	$386K	Hold	2,017	–	–	0.21%	56
2023 Q2	$426K	Hold	2,017	–	–	0.22%	55
2023 Q1	$429K	Hold	2,017	–	–	0.23%	56
2022 Q4	$384K	Hold	2,017	–	–	0.21%	62
2022 Q3	$244K	Hold	2,017	–	–	0.15%	82
2022 Q2	$276K	Buy	2,017 +12	+0.6%	+$1.64K	0.15%	74
2022 Q1	$384K	Hold	2,005	–	–	0.18%	68
2021 Q4	$404K	Hold	2,005	–	–	0.17%	69
2021 Q3	$441K	Hold	2,005	–	–	0.2%	63
2021 Q2	$480K	Hold	2,005	–	–	0.21%	55
2021 Q1	$511K	Sell	2,005 -266	-12%	-$67.8K	0.24%	48
2020 Q4	$486K	Hold	2,271	–	–	0.25%	47
2020 Q3	$375K	Hold	2,271	–	–	0.24%	58
2020 Q2	$416K	Hold	2,271	–	–	0.28%	44
2020 Q1	$339K	Hold	2,271	–	–	0.29%	49
2019 Q4	$740K	Hold	2,271	–	–	0.47%	28
2019 Q3	$864K	Hold	2,271	–	–	0.6%	23
2019 Q2	$827K	Sell	2,271 -163	-7%	-$59.4K	0.57%	26
2019 Q1	$928K	Sell	2,434 -985	-29%	-$376K	0.6%	24
2018 Q4	$1.1M	Sell	3,419 -287	-8%	-$92.6K	0.65%	22
2018 Q3	$1.38M	Sell	3,706 -273	-7%	-$102K	0.71%	20
2018 Q2	$1.34M	Hold	3,979	–	–	0.72%	18
2018 Q1	$1.31M	Hold	3,979	–	–	0.71%	18
2017 Q4	$1.17M	Sell	3,979 -535	-12%	-$158K	0.65%	18
2017 Q3	$1.15M	Sell	4,514 -489	-10%	-$124K	0.65%	17
2017 Q2	$989K	Hold	5,003	–	–	0.58%	20
2017 Q1	$885K	Hold	5,003	–	–	0.56%	21
2016 Q4	$779K	Hold	5,003	–	–	0.48%	21
2016 Q3	$659K	Hold	5,003	–	–	0.5%	23
2016 Q2	$650K	Sell	5,003 -468	-9%	-$60.8K	0.53%	22
2016 Q1	$694K	Hold	5,471	–	–	0.55%	20
2015 Q4	$791K	Sell	5,471 -175	-3%	-$25.3K	0.67%	20
2015 Q3	$739K	Hold	5,646	–	–	0.66%	16
2015 Q2	$783K	Sell	5,646 -332	-6%	-$46K	0.68%	13
2015 Q1	$897K	Hold	5,978	–	–	0.7%	13
2014 Q4	$777K	Hold	5,978	–	–	0.61%	13
2014 Q3	$761K	Buy	5,978 +3,648	+157%	+$464K	0.62%	12
2014 Q2	$296K	Hold	2,330	–	–	0.24%	50
2014 Q1	$292K	Hold	2,330	–	–	0.25%	43
2013 Q4	$318K	Hold	2,330	–	–	0.27%	43
2013 Q3	$274K	Hold	2,330	–	–	0.25%	46
2013 Q2	$239K	Buy	+2,330	New	+$239K	0.23%	52