PYA Waltman Capital’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,145
| Closed | -$218K | – | 61 |
|
2022
Q4 | $218K | Hold |
1,145
| – | – | 0.11% | 59 |
|
2022
Q3 | $139K | Hold |
1,145
| – | – | 0.08% | 63 |
|
2022
Q2 | $157K | Hold |
1,145
| – | – | 0.09% | 50 |
|
2022
Q1 | $219K | Hold |
1,145
| – | – | 0.11% | 40 |
|
2021
Q4 | $231K | Hold |
1,145
| – | – | 0.12% | 38 |
|
2021
Q3 | $252K | Sell |
1,145
-389
| -25% | -$85.6K | 0.14% | 35 |
|
2021
Q2 | $367K | Buy |
1,534
+213
| +16% | +$51K | 0.19% | 30 |
|
2021
Q1 | $336K | Buy |
1,321
+336
| +34% | +$85.5K | 0.19% | 29 |
|
2020
Q4 | $211K | Buy |
+985
| New | +$211K | 0.13% | 39 |
|