Ritholtz Wealth Management’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Buy
10,746
+684
+7% +$143K 0.05% 264
2025
Q1
$1.72M Buy
10,062
+5,117
+103% +$873K 0.05% 275
2024
Q4
$875K Sell
4,945
-295
-6% -$52.2K 0.03% 398
2024
Q3
$797K Sell
5,240
-740
-12% -$113K 0.02% 429
2024
Q2
$1.09M Sell
5,980
-1,105
-16% -$201K 0.04% 333
2024
Q1
$1.37M Buy
7,085
+78
+1% +$15.1K 0.05% 280
2023
Q4
$1.83M Buy
7,007
+360
+5% +$93.8K 0.07% 188
2023
Q3
$1.27M Sell
6,647
-394
-6% -$75.5K 0.06% 223
2023
Q2
$1.49M Buy
7,041
+37
+0.5% +$7.81K 0.07% 193
2023
Q1
$1.49M Buy
7,004
+561
+9% +$119K 0.07% 174
2022
Q4
$1.23M Sell
6,443
-265
-4% -$50.5K 0.07% 203
2022
Q3
$812K Buy
6,708
+1,497
+29% +$181K 0.04% 289
2022
Q2
$713K Sell
5,211
-963
-16% -$132K 0.04% 241
2022
Q1
$1.18M Buy
6,174
+810
+15% +$155K 0.08% 154
2021
Q4
$1.08M Buy
5,364
+191
+4% +$38.5K 0.07% 158
2021
Q3
$1.14M Buy
5,173
+24
+0.5% +$5.28K 0.08% 123
2021
Q2
$1.23M Buy
5,149
+688
+15% +$165K 0.09% 111
2021
Q1
$1.14M Buy
4,461
+232
+5% +$59.1K 0.09% 99
2020
Q4
$905K Buy
4,229
+1,427
+51% +$305K 0.09% 101
2020
Q3
$463K Sell
2,802
-8
-0.3% -$1.32K 0.05% 151
2020
Q2
$515K Buy
2,810
+958
+52% +$176K 0.07% 113
2020
Q1
$276K Buy
1,852
+6
+0.3% +$894 0.04% 110
2019
Q4
$601K Buy
1,846
+194
+12% +$63.2K 0.09% 73
2019
Q3
$629K Sell
1,652
-9
-0.5% -$3.43K 0.1% 65
2019
Q2
$605K Sell
1,661
-96
-5% -$35K 0.1% 64
2019
Q1
$670K Sell
1,757
-102
-5% -$38.9K 0.12% 61
2018
Q4
$600K Sell
1,859
-18
-1% -$5.81K 0.14% 58
2018
Q3
$698K Sell
1,877
-104
-5% -$38.7K 0.18% 48
2018
Q2
$665K Sell
1,981
-759
-28% -$255K 0.18% 47
2018
Q1
$898K Sell
2,740
-350
-11% -$115K 0.26% 34
2017
Q4
$911K Buy
3,090
+1,771
+134% +$522K 0.27% 45
2017
Q3
$335K Sell
1,319
-254
-16% -$64.5K 0.13% 53
2017
Q2
$311K Buy
+1,573
New +$311K 0.13% 50
2016
Q4
$213K Buy
+1,369
New +$213K 0.11% 68