Patton Albertson Miller Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+1,033
| New | +$216K | 0.03% | 205 |
|
|
2024
Q1 | – | Sell |
-839
| Closed | -$219K | – | 203 |
|
|
2023
Q4 | $219K | Buy |
+839
| New | +$219K | 0.04% | 195 |
|
|
2020
Q1 | – | Sell |
-1,356
| Closed | -$442K | – | 211 |
|
|
2019
Q4 | $442K | Sell |
1,356
-56
| -4% | -$18.3K | 0.12% | 168 |
|
|
2019
Q3 | $537K | Buy |
1,412
+272
| +24% | +$103K | 0.15% | 148 |
|
|
2019
Q2 | $385K | Buy |
1,140
+329
| +41% | +$111K | 0.11% | 176 |
|
|
2019
Q1 | $309K | Hold |
811
| – | – | 0.16% | 98 |
|
|
2018
Q4 | $328K | Hold |
811
| – | – | 0.18% | 103 |
|
|
2018
Q3 | $288K | Hold |
811
| – | – | 0.15% | 108 |
|
|
2018
Q2 | $272K | Hold |
811
| – | – | 0.14% | 113 |
|
|
2018
Q1 | $266K | Hold |
811
| – | – | 0.12% | 104 |
|
|
2017
Q4 | $239K | Hold |
811
| – | – | 0.1% | 113 |
|
|
2017
Q3 | $210K | Buy |
+811
| New | +$210K | 0.09% | 123 |
|