Sequoia Financial Advisors’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 | $11.9M | Buy |
59,906
+9,544
| +19% | +$2.17M | 0.07% | 184 |
|
|
2025
Q4 | $10.9M | Buy |
50,362
+1,771
| +4% | +$364K | 0.06% | 195 |
|
|
2025
Q3 | $10.5M | Buy |
48,591
+10,308
| +27% | +$2.32M | 0.06% | 192 |
|
|
2025
Q2 | $8.02M | Buy |
38,283
+4,847
| +14% | +$916K | 0.06% | 213 |
|
|
2025
Q1 | $5.7M | Buy |
33,436
+8,676
| +35% | +$1.5M | 0.04% | 251 |
|
|
2024
Q4 | $4.38M | Buy |
24,760
+1,543
| +7% | +$242K | 0.04% | 271 |
|
|
2024
Q3 | $3.53M | Buy |
23,217
+2,179
| +10% | +$374K | 0.04% | 269 |
|
|
2024
Q2 | $3.83M | Buy |
21,038
+180
| +0.9% | +$32.1K | 0.05% | 218 |
|
|
2024
Q1 | $4.03M | Sell |
20,858
-17,521
| -46% | -$3.6M | 0.05% | 218 |
|
|
2023
Q4 | $10M | Buy |
38,379
+18,896
| +97% | +$4.04M | 0.12% | 145 |
|
|
2023
Q3 | $3.73M | Sell |
19,483
-35
| -0.2% | -$7.66K | 0.07% | 173 |
|
|
2023
Q2 | $4.12M | Buy |
19,518
+5,293
| +37% | +$1.1M | 0.07% | 172 |
|
|
2023
Q1 | $3.02M | Buy |
14,225
+349
| +3% | +$72.5K | 0.07% | 176 |
|
|
2022
Q4 | $2.64M | Buy |
13,876
+4,712
| +51% | +$771K | 0.07% | 176 |
|
|
2022
Q3 | $1.11M | Sell |
9,164
-825
| -8% | -$127K | 0.04% | 207 |
|
|
2022
Q2 | $1.37M | Sell |
9,989
-1,121
| -10% | -$165K | 0.04% | 204 |
|
|
2022
Q1 | $2.13M | Sell |
11,110
-535
| -5% | -$107K | 0.05% | 188 |
|
|
2021
Q4 | $2.34M | Buy |
11,645
+9,722
| +506% | +$2.05M | 0.06% | 168 |
|
|
2021
Q3 | $423K | Sell |
1,923
-10,767
| -85% | -$2.4M | 0.04% | 169 |
|
|
2021
Q2 | $3.04M | Buy |
12,690
+1,119
| +10% | +$271K | 0.11% | 119 |
|
|
2021
Q1 | $2.95M | Buy |
11,571
+278
| +2% | +$61.8K | 0.12% | 103 |
|
|
2020
Q4 | $2.42M | Buy |
11,293
+1,383
| +14% | +$266K | 0.11% | 108 |
|
|
2020
Q3 | $1.64M | Sell |
9,910
-223
| -2% | -$38K | 0.09% | 121 |
|
|
2020
Q2 | $1.86M | Buy |
10,133
+980
| +11% | +$151K | 0.11% | 96 |
|
|
2020
Q1 | $1.36M | Buy |
9,153
+472
| +5% | +$129K | 0.1% | 101 |
|
|
2019
Q4 | $2.83M | Sell |
8,681
-547
| -6% | -$194K | 0.18% | 72 |
|
|
2019
Q3 | $3.51M | Sell |
9,228
-251
| -3% | -$89.7K | 0.25% | 58 |
|
|
2019
Q2 | $3.45M | Buy |
9,479
+369
| +4% | +$135K | 0.26% | 60 |
|
|
2019
Q1 | $3.48M | Buy |
9,110
+3,284
| +56% | +$1.26M | 0.29% | 54 |
|
|
2018
Q4 | $1.88M | Buy |
5,826
+1,217
| +26% | +$420K | 0.22% | 69 |
|
|
2018
Q3 | $1.71M | Sell |
4,609
-201
| -4% | -$70.6K | 0.17% | 84 |
|
|
2018
Q2 | $1.61M | Buy |
4,810
+8
| +0.2% | +$2.75K | 0.17% | 86 |
|
|
2018
Q1 | $1.57M | Buy |
4,802
+144
| +3% | +$48.6K | 0.17% | 89 |
|
|
2017
Q4 | $1.37M | Buy |
4,658
+795
| +21% | +$215K | 0.14% | 95 |
|
|
2017
Q3 | $982K | Buy |
3,863
+195
| +5% | +$45.5K | 0.12% | 110 |
|
|
2017
Q2 | $725K | Buy |
3,668
+214
| +6% | +$39.8K | 0.09% | 129 |
|
|
2017
Q1 | $611K | Buy |
3,454
+268
| +8% | +$45.6K | 0.08% | 126 |
|
|
2016
Q4 | $496K | Buy |
3,186
+1,178
| +59% | +$172K | 0.07% | 137 |
|
|
2016
Q3 | $265K | Sell |
2,008
-14
| -0.7% | -$1.84K | 0.05% | 185 |
|
|
2016
Q2 | $263K | Buy |
2,022
+20
| +1% | +$2.61K | 0.07% | 191 |
|
|
2016
Q1 | $254K | Sell |
2,002
-211
| -10% | -$26.2K | 0.08% | 155 |
|
|
2015
Q4 | $320K | Buy |
2,213
+17
| +0.8% | +$2.45K | 0.13% | 121 |
|
|
2015
Q3 | $288K | Sell |
2,196
-307
| -12% | -$42.6K | 0.13% | 123 |
|
|
2015
Q2 | $347K | Sell |
2,503
-2
| -0.1% | -$292 | 0.15% | 125 |
|
|
2015
Q1 | $376K | Buy |
2,505
+166
| +7% | +$24.2K | 0.17% | 108 |
|
|
2014
Q4 | $304K | Buy |
2,339
+502
| +27% | +$63.6K | 0.21% | 104 |
|
|
2014
Q3 | $234K | Sell |
1,837
-37
| -2% | -$4.66K | 0.16% | 136 |
|
|
2014
Q2 | $238K | Buy |
1,874
+28
| +2% | +$3.65K | 0.18% | 131 |
|
|
2014
Q1 | $232K | Sell |
1,846
-39
| -2% | -$5.08K | 0.19% | 135 |
|
|
2013
Q4 | $257K | Buy |
+1,885
| New | +$245K | 0.21% | 109 |
|
Other funds holding BA
VCM
VPM
