SAM Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,433
| Closed | -$2.63M | – | 42 |
|
|
2024
Q2 | $2.63M | Buy |
14,433
+692
| +5% | +$126K | 0.95% | 19 |
|
|
2024
Q1 | $2.65M | Buy |
13,741
+540
| +4% | +$104K | 0.97% | 19 |
|
|
2023
Q4 | $3.44M | Buy |
13,201
+165
| +1% | +$43K | 1.36% | 14 |
|
|
2023
Q3 | $2.5M | Sell |
13,036
-221
| -2% | -$42.4K | 1.08% | 21 |
|
|
2023
Q2 | $2.8M | Sell |
13,257
-759
| -5% | -$160K | 1.16% | 19 |
|
|
2023
Q1 | $2.98M | Sell |
14,016
-1,440
| -9% | -$306K | 1.34% | 15 |
|
|
2022
Q4 | $2.94M | Sell |
15,456
-421
| -3% | -$80.2K | 1.3% | 16 |
|
|
2022
Q3 | $1.92M | Sell |
15,877
-61
| -0.4% | -$7.38K | 0.94% | 24 |
|
|
2022
Q2 | $2.18M | Buy |
15,938
+1,577
| +11% | +$216K | 1.09% | 21 |
|
|
2022
Q1 | $2.75M | Buy |
14,361
+360
| +3% | +$68.9K | 1.19% | 19 |
|
|
2021
Q4 | $2.92M | Buy |
14,001
+1,510
| +12% | +$315K | 1.33% | 18 |
|
|
2021
Q3 | $2.79M | Buy |
+12,491
| New | +$2.79M | 1.35% | 16 |
|