Retirement Solution’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 | $254K | Sell |
1,275
-221
| -15% | -$50.3K | 0.06% | 42 |
|
|
2025
Q4 | $325K | Buy |
1,496
+393
| +36% | +$80.8K | 0.07% | 37 |
|
|
2025
Q3 | $238K | Hold |
1,103
| – | – | 0.06% | 36 |
|
|
2025
Q2 | $231K | Buy |
+1,103
| New | +$208K | 0.06% | 33 |
|
|
2025
Q1 | – | Sell |
-1,268
| Closed | -$224K | – | 40 |
|
|
2024
Q4 | $224K | Sell |
1,268
-2,035
| -62% | -$319K | 0.06% | 37 |
|
|
2024
Q3 | $502K | Buy |
3,303
+2,153
| +187% | +$369K | 0.12% | 32 |
|
|
2024
Q2 | $209K | Sell |
1,150
-1,487
| -56% | -$265K | 0.06% | 35 |
|
|
2024
Q1 | $509K | Buy |
2,637
+1,329
| +102% | +$273K | 0.14% | 27 |
|
|
2023
Q4 | $341K | Buy |
1,308
+134
| +11% | +$28.7K | 0.1% | 32 |
|
|
2023
Q3 | $225K | Sell |
1,174
-1
| -0.1% | -$219 | 0.07% | 37 |
|
|
2023
Q2 | $248K | Sell |
1,175
-158
| -12% | -$32.8K | 0.08% | 39 |
|
|
2023
Q1 | $283K | Buy |
1,333
+118
| +10% | +$24.5K | 0.1% | 34 |
|
|
2022
Q4 | $231K | Sell |
1,215
-746
| -38% | -$122K | 0.13% | 23 |
|
|
2022
Q3 | $237K | Sell |
1,961
-100
| -5% | -$15.3K | 0.13% | 29 |
|
|
2022
Q2 | $282K | Sell |
2,061
-1,685
| -45% | -$249K | 0.15% | 28 |
|
|
2022
Q1 | $717K | Buy |
3,746
+372
| +11% | +$74.7K | 0.32% | 18 |
|
|
2021
Q4 | $679K | Buy |
3,374
+99
| +3% | +$20.9K | 0.29% | 19 |
|
|
2021
Q3 | $720K | Buy |
3,275
+450
| +16% | +$100K | 0.33% | 19 |
|
|
2021
Q2 | $677K | Buy |
2,825
+410
| +17% | +$99.1K | 0.32% | 17 |
|
|
2021
Q1 | $615K | Buy |
2,415
+263
| +12% | +$58.5K | 0.37% | 15 |
|
|
2020
Q4 | $461K | Buy |
+2,152
| New | +$414K | 0.3% | 22 |
|
Other funds holding BA
VCM
VPM