Perennial Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Sell |
4,301
-153
| -3% | -$32.1K | 0.09% | 187 |
|
|
2025
Q1 | $759K | Buy |
4,454
+2,051
| +85% | +$350K | 0.09% | 191 |
|
|
2024
Q4 | $425K | Sell |
2,403
-88
| -4% | -$15.6K | 0.05% | 243 |
|
|
2024
Q3 | $379K | Sell |
2,491
-17
| -0.7% | -$2.58K | 0.05% | 254 |
|
|
2024
Q2 | $456K | Sell |
2,508
-307
| -11% | -$55.9K | 0.07% | 209 |
|
|
2024
Q1 | $543K | Sell |
2,815
-557
| -17% | -$107K | 0.08% | 182 |
|
|
2023
Q4 | $879K | Buy |
3,372
+134
| +4% | +$34.9K | 0.15% | 117 |
|
|
2023
Q3 | $621K | Buy |
3,238
+1
| +0% | +$192 | 0.11% | 151 |
|
|
2023
Q2 | $683K | Sell |
3,237
-102
| -3% | -$21.5K | 0.12% | 138 |
|
|
2023
Q1 | $709K | Buy |
3,339
+1,237
| +59% | +$263K | 0.13% | 135 |
|
|
2022
Q4 | $400K | Buy |
2,102
+59
| +3% | +$11.2K | 0.16% | 123 |
|
|
2022
Q3 | $247K | Sell |
2,043
-1,030
| -34% | -$125K | 0.11% | 156 |
|
|
2022
Q2 | $419K | Sell |
3,073
-1,021
| -25% | -$139K | 0.16% | 118 |
|
|
2022
Q1 | $788K | Sell |
4,094
-341
| -8% | -$65.6K | 0.25% | 80 |
|
|
2021
Q4 | $891K | Sell |
4,435
-214
| -5% | -$43K | 0.28% | 75 |
|
|
2021
Q3 | $1.02M | Buy |
4,649
+161
| +4% | +$35.3K | 0.36% | 64 |
|
|
2021
Q2 | $1.08M | Buy |
4,488
+495
| +12% | +$119K | 0.39% | 56 |
|
|
2021
Q1 | $1.02M | Buy |
3,993
+370
| +10% | +$94.2K | 0.4% | 54 |
|
|
2020
Q4 | $775K | Buy |
3,623
+397
| +12% | +$84.9K | 0.33% | 67 |
|
|
2020
Q3 | $534K | Buy |
3,226
+1,255
| +64% | +$208K | 0.27% | 79 |
|
|
2020
Q2 | $361K | Sell |
1,971
-579
| -23% | -$106K | 0.24% | 79 |
|
|
2020
Q1 | $381K | Sell |
2,550
-29
| -1% | -$4.33K | 0.34% | 63 |
|
|
2019
Q4 | $840K | Buy |
+2,579
| New | +$840K | 0.66% | 40 |
|