SIAP
Sterling Investment Advisors (Pennsylvania)’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,275
| Closed | -$217K | – | 183 |
|
|
2025
Q1 | $217K | Sell |
1,275
-487
| -28% | -$83.1K | 0.05% | 166 |
|
|
2024
Q4 | $312K | Buy |
1,762
+25
| +1% | +$4.43K | 0.08% | 129 |
|
|
2024
Q3 | $264K | Sell |
1,737
-725
| -29% | -$110K | 0.07% | 131 |
|
|
2024
Q2 | $448K | Buy |
2,462
+500
| +25% | +$91K | 0.12% | 106 |
|
|
2024
Q1 | $379K | Sell |
1,962
-449
| -19% | -$86.7K | 0.11% | 110 |
|
|
2023
Q4 | $628K | Buy |
2,411
+150
| +7% | +$39.1K | 0.2% | 91 |
|
|
2023
Q3 | $433K | Buy |
2,261
+470
| +26% | +$90.1K | 0.15% | 98 |
|
|
2023
Q2 | $378K | Hold |
1,791
| – | – | 0.13% | 104 |
|
|
2023
Q1 | $380K | Buy |
1,791
+200
| +13% | +$42.5K | 0.13% | 104 |
|
|
2022
Q4 | $303K | Buy |
+1,591
| New | +$303K | 0.11% | 116 |
|
|
2022
Q3 | – | Sell |
-861
| Closed | -$118K | – | 165 |
|
|
2022
Q2 | $118K | Sell |
861
-295
| -26% | -$40.4K | 0.04% | 163 |
|
|
2022
Q1 | $221K | Hold |
1,156
| – | – | 0.06% | 137 |
|
|
2021
Q4 | $233K | Sell |
1,156
-550
| -32% | -$111K | 0.07% | 140 |
|
|
2021
Q3 | $375K | Buy |
1,706
+650
| +62% | +$143K | 0.11% | 118 |
|
|
2021
Q2 | $253K | Hold |
1,056
| – | – | 0.07% | 137 |
|
|
2021
Q1 | $269K | Buy |
1,056
+57
| +6% | +$14.5K | 0.09% | 126 |
|
|
2020
Q4 | $214K | Buy |
999
+72
| +8% | +$15.4K | 0.07% | 128 |
|
|
2020
Q3 | $153K | Sell |
927
-6,450
| -87% | -$1.06M | 0.06% | 136 |
|
|
2020
Q2 | $1.35M | Sell |
7,377
-250
| -3% | -$45.8K | 0.56% | 55 |
|
|
2020
Q1 | $1.14M | Buy |
7,627
+270
| +4% | +$40.3K | 0.6% | 52 |
|
|
2019
Q4 | $2.4M | Buy |
7,357
+399
| +6% | +$130K | 1.1% | 23 |
|
|
2019
Q3 | $2.65M | Buy |
6,958
+171
| +3% | +$65.1K | 1.35% | 17 |
|
|
2019
Q2 | $2.47M | Sell |
6,787
-874
| -11% | -$318K | 1.26% | 17 |
|
|
2019
Q1 | $2.92M | Buy |
7,661
+2,279
| +42% | +$869K | 1.49% | 16 |
|
|
2018
Q4 | $1.74M | Buy |
5,382
+4,301
| +398% | +$1.39M | 1.02% | 30 |
|
|
2018
Q3 | $402K | Buy |
1,081
+456
| +73% | +$170K | 0.21% | 84 |
|
|
2018
Q2 | $209K | Hold |
625
| – | – | 0.12% | 109 |
|
|
2018
Q1 | $205K | Hold |
625
| – | – | 0.13% | 107 |
|
|
2017
Q4 | $184K | Hold |
625
| – | – | 0.11% | 112 |
|
|
2017
Q3 | $159K | Hold |
625
| – | – | 0.11% | 113 |
|
|
2017
Q2 | $124K | Hold |
625
| – | – | 0.08% | 125 |
|
|
2017
Q1 | $111K | Sell |
625
-3
| -0.5% | -$533 | 0.08% | 122 |
|
|
2016
Q4 | $98K | Buy |
+628
| New | +$98K | 0.08% | 117 |
|