Plante Moran Financial 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 | $197K | Buy |
938
+175
| +23% | +$36.7K | 0.01% | 162 |
|
|
2025
Q1 | $130K | Buy |
763
+30
| +4% | +$5.12K | 0.01% | 212 |
|
|
2024
Q4 | $130K | Buy |
733
+10
| +1% | +$1.77K | 0.01% | 220 |
|
|
2024
Q3 | $110K | Sell |
723
-1,393
| -66% | -$212K | 0.01% | 267 |
|
|
2024
Q2 | $385K | Sell |
2,116
-108
| -5% | -$19.7K | 0.04% | 101 |
|
|
2024
Q1 | $429K | Sell |
2,224
-245
| -10% | -$47.3K | 0.05% | 95 |
|
|
2023
Q4 | $644K | Buy |
2,469
+60
| +2% | +$15.6K | 0.07% | 69 |
|
|
2023
Q3 | $462K | Sell |
2,409
-440
| -15% | -$84.4K | 0.06% | 82 |
|
|
2023
Q2 | $602K | Buy |
2,849
+227
| +9% | +$47.9K | 0.07% | 72 |
|
|
2023
Q1 | $557K | Buy |
2,622
+108
| +4% | +$22.9K | 0.08% | 76 |
|
|
2022
Q4 | $479K | Sell |
2,514
-358
| -12% | -$68.2K | 0.07% | 87 |
|
|
2022
Q3 | $348K | Sell |
2,872
-892
| -24% | -$108K | 0.06% | 98 |
|
|
2022
Q2 | $515K | Buy |
3,764
+907
| +32% | +$124K | 0.09% | 77 |
|
|
2022
Q1 | $547K | Buy |
2,857
+520
| +22% | +$99.6K | 0.1% | 78 |
|
|
2021
Q4 | $471K | Sell |
2,337
-1,935
| -45% | -$390K | 0.08% | 90 |
|
|
2021
Q3 | $940K | Buy |
4,272
+75
| +2% | +$16.5K | 0.21% | 54 |
|
|
2021
Q2 | $1.01M | Buy |
4,197
+227
| +6% | +$54.4K | 0.24% | 49 |
|
|
2021
Q1 | $1.01M | Buy |
3,970
+825
| +26% | +$210K | 0.28% | 48 |
|
|
2020
Q4 | $673K | Buy |
3,145
+1,178
| +60% | +$252K | 0.21% | 60 |
|
|
2020
Q3 | $325K | Sell |
1,967
-290
| -13% | -$47.9K | 0.11% | 101 |
|
|
2020
Q2 | $414K | Sell |
2,257
-772
| -25% | -$142K | 0.17% | 80 |
|
|
2020
Q1 | $452K | Buy |
3,029
+1,126
| +59% | +$168K | 0.21% | 70 |
|
|
2019
Q4 | $620K | Buy |
1,903
+1,333
| +234% | +$434K | 0.22% | 70 |
|
|
2019
Q3 | $217K | Buy |
570
+62
| +12% | +$23.6K | 0.06% | 146 |
|
|
2019
Q2 | $185K | Buy |
+508
| New | +$185K | 0.06% | 157 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$48K | – | 773 |
|
|
2018
Q4 | $48K | Buy |
150
+93
| +163% | +$29.8K | 0.02% | 293 |
|
|
2018
Q3 | $21K | Buy |
+57
| New | +$21K | 0.01% | 425 |
|
|
2018
Q2 | – | Sell |
-583
| Closed | -$191K | – | 816 |
|
|
2018
Q1 | $191K | Buy |
583
+216
| +59% | +$70.8K | 0.1% | 150 |
|
|
2017
Q4 | $108K | Buy |
367
+221
| +151% | +$65K | 0.06% | 208 |
|
|
2017
Q3 | $37K | Buy |
146
+11
| +8% | +$2.79K | 0.02% | 368 |
|
|
2017
Q2 | $27K | Sell |
135
-27
| -17% | -$5.4K | 0.02% | 425 |
|
|
2017
Q1 | $29K | Sell |
162
-365
| -69% | -$65.3K | 0.02% | 408 |
|
|
2016
Q4 | $82K | Sell |
527
-767
| -59% | -$119K | 0.05% | 242 |
|
|
2016
Q3 | $170K | Buy |
1,294
+141
| +12% | +$18.5K | 0.11% | 132 |
|
|
2016
Q2 | $150K | Buy |
1,153
+639
| +124% | +$83.1K | 0.11% | 141 |
|
|
2016
Q1 | $65K | Sell |
514
-130
| -20% | -$16.4K | 0.05% | 227 |
|
|
2015
Q4 | $93K | Sell |
644
-52
| -7% | -$7.51K | 0.07% | 197 |
|
|
2015
Q3 | $91K | Sell |
696
-492
| -41% | -$64.3K | 0.07% | 186 |
|
|
2015
Q2 | $165K | Sell |
1,188
-98
| -8% | -$13.6K | 0.12% | 130 |
|
|
2015
Q1 | $193K | Buy |
1,286
+271
| +27% | +$40.7K | 0.13% | 112 |
|
|
2014
Q4 | $132K | Sell |
1,015
-1,325
| -57% | -$172K | 0.1% | 149 |
|
|
2014
Q3 | $298K | Sell |
2,340
-460
| -16% | -$58.6K | 0.26% | 69 |
|
|
2014
Q2 | $356K | Buy |
2,800
+575
| +26% | +$73.1K | 0.32% | 60 |
|
|
2014
Q1 | $279K | Sell |
2,225
-1,902
| -46% | -$238K | 0.3% | 57 |
|
|
2013
Q4 | $563K | Buy |
4,127
+1,280
| +45% | +$175K | 0.32% | 48 |
|
|
2013
Q3 | $335K | Buy |
2,847
+622
| +28% | +$73.2K | 0.21% | 55 |
|
|
2013
Q2 | $228K | Buy |
+2,225
| New | +$228K | 0.17% | 58 |
|