PDS Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
3,683
+10
| +0.3% | +$2.1K | 0.06% | 164 |
|
|
2025
Q1 | $626K | Buy |
3,673
+664
| +22% | +$113K | 0.05% | 175 |
|
|
2024
Q4 | $533K | Buy |
3,009
+198
| +7% | +$35K | 0.05% | 173 |
|
|
2024
Q3 | $427K | Sell |
2,811
-105
| -4% | -$16K | 0.04% | 221 |
|
|
2024
Q2 | $531K | Buy |
2,916
+171
| +6% | +$31.1K | 0.05% | 164 |
|
|
2024
Q1 | $530K | Sell |
2,745
-17
| -0.6% | -$3.28K | 0.06% | 152 |
|
|
2023
Q4 | $720K | Buy |
2,762
+177
| +7% | +$46.1K | 0.08% | 99 |
|
|
2023
Q3 | $495K | Sell |
2,585
-4
| -0.2% | -$767 | 0.06% | 132 |
|
|
2023
Q2 | $547K | Buy |
2,589
+180
| +7% | +$38K | 0.07% | 121 |
|
|
2023
Q1 | $512K | Buy |
2,409
+548
| +29% | +$116K | 0.07% | 120 |
|
|
2022
Q4 | $355K | Buy |
1,861
+76
| +4% | +$14.5K | 0.06% | 132 |
|
|
2022
Q3 | $216K | Buy |
1,785
+266
| +18% | +$32.2K | 0.04% | 169 |
|
|
2022
Q2 | $208K | Buy |
1,519
+30
| +2% | +$4.11K | 0.04% | 184 |
|
|
2022
Q1 | $285K | Buy |
1,489
+83
| +6% | +$15.9K | 0.05% | 153 |
|
|
2021
Q4 | $283K | Sell |
1,406
-301
| -18% | -$60.6K | 0.05% | 146 |
|
|
2021
Q3 | $375K | Buy |
1,707
+109
| +7% | +$23.9K | 0.09% | 111 |
|
|
2021
Q2 | $383K | Buy |
1,598
+78
| +5% | +$18.7K | 0.09% | 107 |
|
|
2021
Q1 | $387K | Buy |
1,520
+59
| +4% | +$15K | 0.11% | 94 |
|
|
2020
Q4 | $313K | Buy |
+1,461
| New | +$313K | 0.11% | 102 |
|
|
2019
Q4 | – | Sell |
-624
| Closed | -$237K | – | 106 |
|
|
2019
Q3 | $237K | Buy |
624
+1
| +0.2% | +$380 | 0.16% | 80 |
|
|
2019
Q2 | $227K | Buy |
623
+36
| +6% | +$13.1K | 0.17% | 75 |
|
|
2019
Q1 | $224K | Sell |
587
-85
| -13% | -$32.4K | 0.17% | 74 |
|
|
2018
Q4 | $217K | Sell |
672
-3
| -0.4% | -$969 | 0.19% | 71 |
|
|
2018
Q3 | $251K | Buy |
675
+42
| +7% | +$15.6K | 0.21% | 62 |
|
|
2018
Q2 | $212K | Buy |
+633
| New | +$212K | 0.21% | 61 |
|