Simon Quick Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
7,581
+2,035
| +37% | +$426K | 0.06% | 180 |
|
|
2025
Q1 | $946K | Buy |
5,546
+1,422
| +34% | +$243K | 0.05% | 178 |
|
|
2024
Q4 | $730K | Buy |
4,124
+2,229
| +118% | +$395K | 0.04% | 194 |
|
|
2024
Q3 | $288K | Sell |
1,895
-329
| -15% | -$50K | 0.02% | 332 |
|
|
2024
Q2 | $405K | Sell |
2,224
-659
| -23% | -$120K | 0.03% | 247 |
|
|
2024
Q1 | $556K | Buy |
2,883
+954
| +49% | +$184K | 0.04% | 189 |
|
|
2023
Q4 | $503K | Buy |
1,929
+57
| +3% | +$14.9K | 0.04% | 177 |
|
|
2023
Q3 | $359K | Buy |
1,872
+115
| +7% | +$22K | 0.03% | 207 |
|
|
2023
Q2 | $371K | Buy |
1,757
+29
| +2% | +$6.12K | 0.03% | 183 |
|
|
2023
Q1 | $367K | Buy |
1,728
+395
| +30% | +$83.9K | 0.04% | 182 |
|
|
2022
Q4 | $254K | Buy |
+1,333
| New | +$254K | 0.03% | 198 |
|
|
2022
Q2 | – | Sell |
-205
| Closed | -$39K | – | 198 |
|
|
2022
Q1 | $39K | Buy |
205
+5
| +3% | +$951 | 0.01% | 232 |
|
|
2021
Q4 | $40K | Sell |
200
-71
| -26% | -$14.2K | 0.01% | 244 |
|
|
2021
Q3 | $59K | Buy |
271
+171
| +171% | +$37.2K | 0.02% | 233 |
|
|
2021
Q2 | $23K | Hold |
100
| – | – | 0.01% | 320 |
|
|
2021
Q1 | $25K | Hold |
100
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $21K | Hold |
100
| – | – | 0.01% | 326 |
|
|
2020
Q3 | $17K | Sell |
100
-915
| -90% | -$156K | ﹤0.01% | 311 |
|
|
2020
Q2 | $186K | Buy |
1,015
+870
| +600% | +$159K | 0.07% | 86 |
|
|
2020
Q1 | $22K | Buy |
145
+143
| +7,150% | +$21.7K | 0.01% | 275 |
|
|
2019
Q4 | $1K | Sell |
2
-111
| -98% | -$55.5K | ﹤0.01% | 631 |
|
|
2019
Q3 | $43K | Sell |
113
-116
| -51% | -$44.1K | 0.02% | 187 |
|
|
2019
Q2 | $83.5K | Sell |
229
-96
| -30% | -$35K | 0.04% | 95 |
|
|
2019
Q1 | $124K | Buy |
+325
| New | +$124K | 0.05% | 100 |
|
|
2018
Q1 | – | Sell |
-237
| Closed | -$84K | – | 319 |
|
|
2017
Q4 | $84K | Buy |
+237
| New | +$84K | 0.04% | 171 |
|