SWK

Stephen W. Kidder’s Boeing BA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Hold	5,825	–	–	0.37%	41
2025 Q1	$993K	Hold	5,825	–	–	0.31%	40
2024 Q4	$1.03M	Hold	5,825	–	–	0.31%	39
2024 Q3	$886K	Sell	5,825 -730	-11%	-$111K	0.26%	41
2024 Q2	$1.19M	Hold	6,555	–	–	0.37%	37
2024 Q1	$1.27M	Sell	6,555 -100	-2%	-$19.3K	0.4%	38
2023 Q4	$1.73M	Hold	6,655	–	–	0.56%	35
2023 Q3	$1.28M	Sell	6,655 -100	-1%	-$19.2K	0.44%	38
2023 Q2	$1.43M	Hold	6,755	–	–	0.47%	40
2023 Q1	$1.43M	Hold	6,755	–	–	0.5%	36
2022 Q4	$1.29M	Buy	+6,755	New	+$1.29M	0.47%	38
2020 Q1	–	Sell	-705	Closed	-$230K	–	65
2019 Q4	$230K	Hold	705	–	–	0.08%	69
2019 Q3	$268K	Hold	705	–	–	0.11%	62
2019 Q2	$257K	Hold	705	–	–	0.1%	65
2019 Q1	$269K	Sell	705 -210	-23%	-$80.1K	0.11%	67
2018 Q4	$295K	Hold	915	–	–	0.13%	62
2018 Q3	$340K	Hold	915	–	–	0.12%	72
2018 Q2	$307K	Sell	915 -245	-21%	-$82.2K	0.12%	78
2018 Q1	$380K	Sell	1,160 -290	-20%	-$95K	0.15%	70
2017 Q4	$428K	Sell	1,450 -50	-3%	-$14.8K	0.15%	68
2017 Q3	$381K	Hold	1,500	–	–	0.14%	68
2017 Q2	$297K	Sell	1,500 -500	-25%	-$99K	0.11%	79
2017 Q1	$354K	Sell	2,000 -400	-17%	-$70.8K	0.14%	71
2016 Q4	$374K	Hold	2,400	–	–	0.15%	72
2016 Q3	$316K	Hold	2,400	–	–	0.13%	78
2016 Q2	$312K	Sell	2,400 -750	-24%	-$97.5K	0.12%	87
2016 Q1	$400K	Hold	3,150	–	–	0.16%	74
2015 Q4	$455K	Hold	3,150	–	–	0.19%	67
2015 Q3	$412K	Hold	3,150	–	–	0.21%	65
2015 Q2	$437K	Hold	3,150	–	–	0.2%	66
2015 Q1	$473K	Sell	3,150 -250	-7%	-$37.5K	0.2%	68
2014 Q4	$442K	Hold	3,400	–	–	0.19%	71
2014 Q3	$433K	Buy	+3,400	New	+$433K	0.2%	67