Secure Asset Management’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 | $951K | Sell |
4,777
-57
| -1% | -$13K | 0.15% | 131 |
|
|
2025
Q4 | $1.05M | Sell |
4,834
-1,016
| -17% | -$209K | 0.17% | 128 |
|
|
2025
Q3 | $1.26M | Buy |
5,850
+75
| +1% | +$16.9K | 0.21% | 114 |
|
|
2025
Q2 | $1.21M | Buy |
5,775
+946
| +20% | +$179K | 0.22% | 113 |
|
|
2025
Q1 | $824K | Buy |
4,829
+159
| +3% | +$27.5K | 0.17% | 133 |
|
|
2024
Q4 | $827K | Sell |
4,670
-8,666
| -65% | -$1.36M | 0.13% | 145 |
|
|
2024
Q3 | $2.03M | Buy |
13,336
+4,697
| +54% | +$805K | 0.34% | 63 |
|
|
2024
Q2 | $1.57M | Buy |
8,639
+718
| +9% | +$128K | 0.3% | 78 |
|
|
2024
Q1 | $1.53M | Buy |
7,921
+6,250
| +374% | +$1.28M | 0.36% | 61 |
|
|
2023
Q4 | $436K | Sell |
1,671
-38
| -2% | -$8.13K | 0.12% | 138 |
|
|
2023
Q3 | $328K | Buy |
1,709
+291
| +21% | +$63.7K | 0.1% | 152 |
|
|
2023
Q2 | $299K | Sell |
1,418
-83
| -6% | -$17.2K | 0.09% | 150 |
|
|
2023
Q1 | $319K | Sell |
1,501
-291
| -16% | -$60.5K | 0.11% | 145 |
|
|
2022
Q4 | $341K | Buy |
1,792
+50
| +3% | +$8.18K | 0.12% | 135 |
|
|
2022
Q3 | $211K | Hold |
1,742
| – | – | 0.12% | 140 |
|
|
2022
Q2 | $238K | Sell |
1,742
-177
| -9% | -$26.1K | 0.13% | 133 |
|
|
2022
Q1 | $368K | Sell |
1,919
-709
| -27% | -$142K | 0.17% | 118 |
|
|
2021
Q4 | $529K | Sell |
2,628
-823
| -24% | -$174K | 0.21% | 84 |
|
|
2021
Q3 | $759K | Sell |
3,451
-731
| -17% | -$163K | 0.37% | 45 |
|
|
2021
Q2 | $1M | Buy |
4,182
+72
| +2% | +$17.4K | 0.51% | 34 |
|
|
2021
Q1 | $1.05M | Buy |
4,110
+167
| +4% | +$37.1K | 0.58% | 32 |
|
|
2020
Q4 | $844K | Buy |
3,943
+129
| +3% | +$24.8K | 0.5% | 44 |
|
|
2020
Q3 | $630K | Sell |
3,814
-24
| -0.6% | -$4.09K | 0.43% | 52 |
|
|
2020
Q2 | $704K | Sell |
3,838
-47
| -1% | -$7.22K | 0.5% | 53 |
|
|
2020
Q1 | $579K | Sell |
3,885
-76
| -2% | -$20.8K | 0.62% | 41 |
|
|
2019
Q4 | $1.29M | Buy |
+3,961
| New | +$1.4M | 0.91% | 26 |
|
Other funds holding BA
VCM
VPM
