Rovida Investment 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	$129M	Buy	617,000 +100,000	+19%	+$20.9M	23.91%	1
2025 Q1	$88.2M	Buy	517,000 +40,000	+8%	+$6.82M	26.42%	1
2024 Q4	$84.4M	Buy	+477,000	New	+$84.4M	26.4%	1