Planning Directions’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $290K | Hold |
1,455
| – | – | 0.15% | 78 |
|
|
2025
Q4 | $316K | Hold |
1,455
| – | – | 0.16% | 66 |
|
|
2025
Q3 | $314K | Hold |
1,455
| – | – | 0.16% | 67 |
|
|
2025
Q2 | $305K | Hold |
1,455
| – | – | 0.17% | 64 |
|
|
2025
Q1 | $248K | Sell |
1,455
-252
| -15% | -$43.6K | 0.11% | 106 |
|
|
2024
Q4 | $302K | Sell |
1,707
-720
| -30% | -$113K | 0.18% | 66 |
|
|
2024
Q3 | $369K | Sell |
2,427
-80
| -3% | -$13.7K | 0.22% | 55 |
|
|
2024
Q2 | $456K | Sell |
2,507
-397
| -14% | -$70.8K | 0.31% | 44 |
|
|
2024
Q1 | $560K | Sell |
2,904
-66
| -2% | -$13.6K | 0.39% | 37 |
|
|
2023
Q4 | $774K | Sell |
2,970
-100
| -3% | -$21.4K | 0.55% | 31 |
|
|
2023
Q3 | $588K | Sell |
3,070
-1,000
| -25% | -$219K | 0.45% | 33 |
|
|
2023
Q2 | $859K | Buy |
4,070
+493
| +14% | +$102K | 0.63% | 31 |
|
|
2023
Q1 | $760K | Hold |
3,577
| – | – | 0.57% | 31 |
|
|
2022
Q4 | $681K | Buy |
3,577
+126
| +4% | +$20.6K | 0.52% | 33 |
|
|
2022
Q3 | $418K | Hold |
3,451
| – | – | 0.34% | 41 |
|
|
2022
Q2 | $472K | Buy |
3,451
+272
| +9% | +$40.1K | 0.36% | 37 |
|
|
2022
Q1 | $609K | Buy |
3,179
+1,490
| +88% | +$299K | 0.43% | 36 |
|
|
2021
Q4 | $340K | Sell |
1,689
-391
| -19% | -$82.6K | 0.23% | 51 |
|
|
2021
Q3 | $457K | Buy |
2,080
+55
| +3% | +$12.3K | 0.33% | 44 |
|
|
2021
Q2 | $485K | Sell |
2,025
-100
| -5% | -$24.2K | 0.35% | 43 |
|
|
2021
Q1 | $541K | Sell |
2,125
-118
| -5% | -$26.2K | 0.43% | 36 |
|
|
2020
Q4 | $480K | Sell |
2,243
-225
| -9% | -$43.3K | 0.39% | 38 |
|
|
2020
Q3 | $408K | Sell |
2,468
-693
| -22% | -$118K | 0.36% | 38 |
|
|
2020
Q2 | $579K | Buy |
+3,161
| New | +$486K | 0.54% | 29 |
|
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$912K | – | 64 |
|
|
2019
Q4 | $912K | Buy |
2,800
+115
| +4% | +$40.7K | 0.84% | 24 |
|
|
2019
Q3 | $1.02M | Sell |
2,685
-943
| -26% | -$337K | 0.98% | 24 |
|
|
2019
Q2 | $1.32M | Sell |
3,628
-140
| -4% | -$51K | 1.34% | 20 |
|
|
2019
Q1 | $1.44M | Buy |
3,768
+16
| +0.4% | +$6.16K | 1.71% | 16 |
|
|
2018
Q4 | $1.21M | Sell |
3,752
-50
| -1% | -$17.3K | 1.5% | 18 |
|
|
2018
Q3 | $1.41M | Buy |
3,802
+15
| +0.4% | +$5.27K | 1.31% | 19 |
|
|
2018
Q2 | $1.27M | Buy |
3,787
+1,155
| +44% | +$397K | 1.23% | 19 |
|
|
2018
Q1 | $863K | Buy |
+2,632
| New | +$889K | 0.85% | 25 |
|
Other funds holding BA
VCM
VPM
