ProVise Management Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+1,099
| New | +$230K | 0.02% | 237 |
|
|
2025
Q1 | – | Sell |
-1,191
| Closed | -$211K | – | 252 |
|
|
2024
Q4 | $211K | Sell |
1,191
-373
| -24% | -$66K | 0.02% | 242 |
|
|
2024
Q3 | $238K | Hold |
1,564
| – | – | 0.02% | 268 |
|
|
2024
Q2 | $285K | Hold |
1,564
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $302K | Hold |
1,564
| – | – | 0.03% | 242 |
|
|
2023
Q4 | $408K | Buy |
1,564
+114
| +8% | +$29.7K | 0.03% | 246 |
|
|
2023
Q3 | $278K | Sell |
1,450
-60
| -4% | -$11.5K | 0.03% | 284 |
|
|
2023
Q2 | $319K | Hold |
1,510
| – | – | 0.03% | 280 |
|
|
2023
Q1 | $321K | Hold |
1,510
| – | – | 0.03% | 278 |
|
|
2022
Q4 | $288K | Buy |
+1,510
| New | +$288K | 0.03% | 264 |
|
|
2022
Q3 | – | Sell |
-1,575
| Closed | -$215K | – | 315 |
|
|
2022
Q2 | $215K | Sell |
1,575
-135
| -8% | -$18.4K | 0.02% | 306 |
|
|
2022
Q1 | $327K | Hold |
1,710
| – | – | 0.03% | 276 |
|
|
2021
Q4 | $344K | Sell |
1,710
-972
| -36% | -$196K | 0.03% | 284 |
|
|
2021
Q3 | $590K | Sell |
2,682
-386
| -13% | -$84.9K | 0.06% | 220 |
|
|
2021
Q2 | $735K | Buy |
3,068
+1,447
| +89% | +$347K | 0.08% | 199 |
|
|
2021
Q1 | $413K | Hold |
1,621
| – | – | 0.04% | 236 |
|
|
2020
Q4 | $347K | Buy |
1,621
+42
| +3% | +$8.99K | 0.04% | 241 |
|
|
2020
Q3 | $261K | Sell |
1,579
-310
| -16% | -$51.2K | 0.03% | 247 |
|
|
2020
Q2 | $346K | Sell |
1,889
-620
| -25% | -$114K | 0.05% | 214 |
|
|
2020
Q1 | $374K | Sell |
2,509
-455
| -15% | -$67.8K | 0.06% | 196 |
|
|
2019
Q4 | $966K | Sell |
2,964
-354
| -11% | -$115K | 0.12% | 150 |
|
|
2019
Q3 | $1.26M | Sell |
3,318
-525
| -14% | -$200K | 0.17% | 131 |
|
|
2019
Q2 | $1.4M | Sell |
3,843
-200
| -5% | -$72.8K | 0.19% | 127 |
|
|
2019
Q1 | $1.54M | Sell |
4,043
-1,535
| -28% | -$585K | 0.22% | 118 |
|
|
2018
Q4 | $1.8M | Sell |
5,578
-700
| -11% | -$226K | 0.28% | 95 |
|
|
2018
Q3 | $2.34M | Buy |
6,278
+200
| +3% | +$74.4K | 0.31% | 94 |
|
|
2018
Q2 | $2.04K | Buy |
6,078
+100
| +2% | +$34 | 0.15% | 122 |
|
|
2018
Q1 | $1.96M | Sell |
5,978
-117
| -2% | -$38.4K | 0.29% | 96 |
|
|
2017
Q4 | $1.8M | Buy |
6,095
+150
| +3% | +$44.2K | 0.26% | 104 |
|
|
2017
Q3 | $1.51M | Buy |
5,945
+100
| +2% | +$25.4K | 0.22% | 114 |
|
|
2017
Q2 | $1.16M | Buy |
5,845
+1,135
| +24% | +$225K | 0.18% | 136 |
|
|
2017
Q1 | $833K | Hold |
4,710
| – | – | 0.13% | 161 |
|
|
2016
Q4 | $733K | Hold |
4,710
| – | – | 0.12% | 176 |
|
|
2016
Q3 | $620K | Buy |
4,710
+1,300
| +38% | +$171K | 0.11% | 191 |
|
|
2016
Q2 | $442K | Sell |
3,410
-225
| -6% | -$29.2K | 0.08% | 214 |
|
|
2016
Q1 | $461K | Sell |
3,635
-5,773
| -61% | -$732K | 0.09% | 183 |
|
|
2015
Q4 | $1.36M | Buy |
9,408
+800
| +9% | +$116K | 0.29% | 103 |
|
|
2015
Q3 | $1.13M | Buy |
8,608
+175
| +2% | +$22.9K | 0.26% | 107 |
|
|
2015
Q2 | $1.17M | Sell |
8,433
-100
| -1% | -$13.9K | 0.25% | 113 |
|
|
2015
Q1 | $1.28M | Sell |
8,533
-150
| -2% | -$22.5K | 0.27% | 109 |
|
|
2014
Q4 | $1.13M | Sell |
8,683
-34
| -0.4% | -$4.42K | 0.24% | 118 |
|
|
2014
Q3 | $1.11M | Sell |
8,717
-891
| -9% | -$113K | 0.24% | 124 |
|
|
2014
Q2 | $1.22M | Sell |
9,608
-1,200
| -11% | -$153K | 0.27% | 114 |
|
|
2014
Q1 | $1.36M | Buy |
10,808
+3,800
| +54% | +$477K | 0.33% | 85 |
|
|
2013
Q4 | $957K | Buy |
7,008
+325
| +5% | +$44.4K | 0.25% | 118 |
|
|
2013
Q3 | $785K | Buy |
6,683
+1,533
| +30% | +$180K | 0.22% | 132 |
|
|
2013
Q2 | $528K | Buy |
+5,150
| New | +$528K | 0.16% | 170 |
|