SIM
Sterling Investment Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
10,861
-55
| -0.5% | -$11.5K | 1.51% | 25 |
|
|
2025
Q1 | $1.86M | Sell |
10,916
-127
| -1% | -$21.7K | 1.33% | 26 |
|
|
2024
Q4 | $1.95M | Buy |
11,043
+2,899
| +36% | +$513K | 1.53% | 25 |
|
|
2024
Q3 | $1.24M | Sell |
8,144
-495
| -6% | -$75.3K | 0.94% | 33 |
|
|
2024
Q2 | $1.57M | Buy |
8,639
+3,558
| +70% | +$648K | 1.19% | 28 |
|
|
2024
Q1 | $981K | Buy |
+5,081
| New | +$981K | 0.69% | 41 |
|
|
2020
Q3 | – | Sell |
-13,078
| Closed | -$2.4M | – | 63 |
|
|
2020
Q2 | $2.4M | Buy |
13,078
+302
| +2% | +$55.4K | 1.85% | 17 |
|
|
2020
Q1 | $1.91M | Buy |
12,776
+9,703
| +316% | +$1.45M | 1.66% | 20 |
|
|
2019
Q4 | $1M | Buy |
+3,073
| New | +$1M | 0.66% | 40 |
|