Roberts, Glore & Co’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
2,226
-170
| -7% | -$35.6K | 0.14% | 133 |
|
|
2025
Q1 | $409K | Buy |
2,396
+25
| +1% | +$4.26K | 0.12% | 136 |
|
|
2024
Q4 | $420K | Buy |
2,371
+420
| +22% | +$74.3K | 0.12% | 133 |
|
|
2024
Q3 | $297K | Buy |
1,951
+677
| +53% | +$103K | 0.09% | 171 |
|
|
2024
Q2 | $232K | Sell |
1,274
-97
| -7% | -$17.7K | 0.07% | 187 |
|
|
2024
Q1 | $265K | Buy |
1,371
+232
| +20% | +$44.8K | 0.08% | 173 |
|
|
2023
Q4 | $297K | Sell |
1,139
-97
| -8% | -$25.3K | 0.09% | 161 |
|
|
2023
Q3 | $237K | Hold |
1,236
| – | – | 0.08% | 176 |
|
|
2023
Q2 | $261K | Hold |
1,236
| – | – | 0.08% | 172 |
|
|
2023
Q1 | $263K | Buy |
1,236
+2
| +0.2% | +$425 | 0.09% | 164 |
|
|
2022
Q4 | $235K | Buy |
+1,234
| New | +$235K | 0.08% | 170 |
|
|
2021
Q4 | – | Sell |
-919
| Closed | -$202K | – | 208 |
|
|
2021
Q3 | $202K | Hold |
919
| – | – | 0.06% | 190 |
|
|
2021
Q2 | $220K | Buy |
919
+27
| +3% | +$6.46K | 0.07% | 184 |
|
|
2021
Q1 | $227K | Buy |
+892
| New | +$227K | 0.07% | 173 |
|