Physicians Financial Services’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Buy
3,000
+375
+14% +$78.6K 0.19% 77
2025
Q1
$448K Buy
2,625
+25
+1% +$4.27K 0.14% 88
2024
Q4
$460K Hold
2,600
0.14% 85
2024
Q3
$395K Sell
2,600
-16,292
-86% -$2.48M 0.12% 87
2024
Q2
$3.44M Sell
18,892
-71
-0.4% -$12.9K 1.12% 27
2024
Q1
$3.66M Sell
18,963
-125
-0.7% -$24.1K 1.29% 23
2023
Q4
$4.98M Sell
19,088
-50
-0.3% -$13K 1.89% 14
2023
Q3
$3.67M Buy
19,138
+48
+0.3% +$9.2K 1.5% 18
2023
Q2
$4.03M Sell
19,090
-166
-0.9% -$35.1K 1.58% 16
2023
Q1
$4.09M Buy
19,256
+10
+0.1% +$2.13K 1.73% 16
2022
Q4
$3.67M Buy
19,246
+113
+0.6% +$21.5K 1.65% 21
2022
Q3
$2.32M Sell
19,133
-525
-3% -$63.6K 1.12% 24
2022
Q2
$2.69M Buy
19,658
+158
+0.8% +$21.6K 1.2% 24
2022
Q1
$3.73M Buy
19,500
+492
+3% +$94.2K 1.43% 18
2021
Q4
$3.83M Sell
19,008
-1,949
-9% -$392K 1.42% 18
2021
Q3
$4.61M Buy
20,957
+1,448
+7% +$318K 1.87% 10
2021
Q2
$4.67M Sell
19,509
-435
-2% -$104K 1.92% 9
2021
Q1
$5.08M Buy
19,944
+3,465
+21% +$883K 2.18% 8
2020
Q4
$3.53M Sell
16,479
-761
-4% -$163K 1.7% 15
2020
Q3
$2.85M Sell
17,240
-191
-1% -$31.6K 1.42% 22
2020
Q2
$3.2M Sell
17,431
-183
-1% -$33.5K 1.77% 15
2020
Q1
$2.63M Sell
17,614
-425
-2% -$63.4K 1.81% 16
2019
Q4
$5.88M Buy
18,039
+620
+4% +$202K 3.18% 4
2019
Q3
$6.63M Buy
17,419
+205
+1% +$78K 3.79% 3
2019
Q2
$6.27M Buy
17,214
+695
+4% +$253K 3.69% 3
2019
Q1
$6.3M Sell
16,519
-15
-0.1% -$5.72K 3.92% 3
2018
Q4
$5.33M Buy
16,534
+120
+0.7% +$38.7K 3.88% 3
2018
Q3
$6.11M Sell
16,414
-125
-0.8% -$46.5K 4.2% 3
2018
Q2
$5.55M Buy
16,539
+164
+1% +$55K 4.16% 3
2018
Q1
$5.24M Buy
16,375
+1,400
+9% +$448K 4.16% 3
2017
Q4
$4.42M Sell
14,975
-425
-3% -$125K 3.37% 3
2017
Q3
$3.92M Sell
15,400
-50
-0.3% -$12.7K 3.2% 3
2017
Q2
$3.06M Sell
15,450
-875
-5% -$173K 2.59% 6
2017
Q1
$2.89M Sell
16,325
-50
-0.3% -$8.84K 2.49% 7
2016
Q4
$2.23M Sell
16,375
-125
-0.8% -$17K 1.83% 13
2016
Q3
$2.17M Buy
16,500
+1,650
+11% +$217K 1.81% 13
2016
Q2
$1.93M Buy
14,850
+1,195
+9% +$155K 1.69% 14
2016
Q1
$1.73M Buy
13,655
+1,460
+12% +$185K 1.57% 16
2015
Q4
$1.76M Buy
+12,195
New +$1.76M 1.63% 16