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Petredis Investment Advisors’s Boeing BA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.31M Buy
20,570
+336
+2% +$70.4K 0.38% 58
2025
Q1
$3.45M Buy
20,234
+237
+1% +$40.4K 0.36% 58
2024
Q4
$3.54M Sell
19,997
-114
-0.6% -$20.2K 0.37% 57
2024
Q3
$3.06M Buy
20,111
+52
+0.3% +$7.91K 0.33% 60
2024
Q2
$3.65M Sell
20,059
-39
-0.2% -$7.1K 0.41% 56
2024
Q1
$3.88M Sell
20,098
-10,299
-34% -$1.99M 0.47% 52
2023
Q4
$7.92M Sell
30,397
-906
-3% -$236K 1.04% 25
2023
Q3
$6M Buy
31,303
+87
+0.3% +$16.7K 0.85% 29
2023
Q2
$6.59M Sell
31,216
-57
-0.2% -$12K 0.91% 26
2023
Q1
$6.64M Buy
31,273
+387
+1% +$82.2K 1.04% 26
2022
Q4
$5.88M Buy
+30,886
New +$5.88M 1.07% 26