Perennial Advisors’s Boeing BA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$224K	Buy	+1,071	New	+$224K	0.04%	114
2024 Q2	$203K	Sell	1,114 -6	-0.5%	-$1.09K	0.05%	108
2024 Q1	$216K	Buy	1,120 +6	+0.5%	+$1.16K	0.05%	103
2023 Q4	$290K	Hold	1,114	–	–	0.07%	94
2023 Q3	$214K	Sell	1,114 -22	-2%	-$4.22K	0.06%	99
2023 Q2	$240K	Sell	1,136 -30	-3%	-$6.34K	0.06%	101
2023 Q1	$248K	Sell	1,166 -65	-5%	-$13.8K	0.07%	91
2022 Q4	$235K	Buy	+1,231	New	+$235K	0.07%	82
2022 Q2	–	Sell	-1,258	Closed	-$241K	–	88
2022 Q1	$241K	Sell	1,258 -37	-3%	-$7.09K	0.06%	81
2021 Q4	$261K	Buy	1,295 +10	+0.8%	+$2.02K	0.07%	75
2021 Q3	$283K	Hold	1,285	–	–	0.08%	72
2021 Q2	$308K	Hold	1,285	–	–	0.09%	70
2021 Q1	$327K	Buy	1,285 +4	+0.3%	+$1.02K	0.1%	68
2020 Q4	$274K	Buy	1,281 +20	+2%	+$4.28K	0.1%	69
2020 Q3	$208K	Hold	1,261	–	–	0.09%	70
2020 Q2	$231K	Buy	+1,261	New	+$231K	0.1%	72
2020 Q1	–	Sell	-1,594	Closed	-$519K	–	88
2019 Q4	$519K	Sell	1,594 -58	-4%	-$18.9K	0.25%	60
2019 Q3	$629K	Buy	1,652 +8	+0.5%	+$3.05K	0.33%	58
2019 Q2	$599K	Buy	1,644 +47	+3%	+$17.1K	0.32%	58
2019 Q1	$609K	Buy	1,597 +46	+3%	+$17.5K	0.35%	58
2018 Q4	$500K	Buy	1,551 +2	+0.1%	+$645	0.32%	57
2018 Q3	$576K	Buy	1,549 +1	+0.1%	+$372	0.33%	60
2018 Q2	$519K	Sell	1,548 -23	-1%	-$7.71K	0.32%	61
2018 Q1	$515K	Sell	1,571 -95	-6%	-$31.1K	0.33%	61
2017 Q4	$491K	Hold	1,666	–	–	0.3%	62
2017 Q3	$424K	Sell	1,666 -150	-8%	-$38.2K	0.29%	60
2017 Q2	$359K	Sell	1,816 -55	-3%	-$10.9K	0.26%	63
2017 Q1	$331K	Sell	1,871 -245	-12%	-$43.3K	0.25%	62
2016 Q4	$329K	Buy	+2,116	New	+$329K	0.27%	62