Summit Trail 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 | $2.81M | Buy |
+13,403
| New | +$2.81M | 0.05% | 198 |
|
|
2024
Q4 | – | Sell |
-3,874
| Closed | -$589K | – | 435 |
|
|
2024
Q3 | $589K | Sell |
3,874
-323
| -8% | -$49.1K | 0.01% | 367 |
|
|
2024
Q2 | $764K | Buy |
4,197
+369
| +10% | +$67.2K | 0.02% | 287 |
|
|
2024
Q1 | $739K | Sell |
3,828
-788
| -17% | -$152K | 0.02% | 264 |
|
|
2023
Q4 | $1.2M | Buy |
4,616
+42
| +0.9% | +$10.9K | 0.04% | 149 |
|
|
2023
Q3 | $877K | Sell |
4,574
-180
| -4% | -$34.5K | 0.03% | 185 |
|
|
2023
Q2 | $1M | Buy |
4,754
+2,949
| +163% | +$623K | 0.04% | 170 |
|
|
2023
Q1 | $383K | Buy |
+1,805
| New | +$383K | 0.02% | 268 |
|
|
2022
Q2 | – | Sell |
-1,116
| Closed | -$214K | – | 390 |
|
|
2022
Q1 | $214K | Buy |
+1,116
| New | +$214K | 0.02% | 294 |
|
|
2020
Q4 | – | Sell |
-1,565
| Closed | -$277K | – | 200 |
|
|
2020
Q3 | $277K | Sell |
1,565
-323
| -17% | -$57.2K | 0.05% | 161 |
|
|
2020
Q2 | $346K | Buy |
+1,888
| New | +$346K | 0.06% | 118 |
|
|
2020
Q1 | – | Sell |
-5,086
| Closed | -$1.66M | – | 132 |
|
|
2019
Q4 | $1.66M | Buy |
5,086
+201
| +4% | +$65.5K | 0.96% | 25 |
|
|
2019
Q3 | $1.86M | Buy |
4,885
+109
| +2% | +$41.5K | 0.66% | 23 |
|
|
2019
Q2 | $1.74M | Sell |
4,776
-1,394
| -23% | -$508K | 0.76% | 21 |
|
|
2019
Q1 | $2.35M | Sell |
6,170
-544
| -8% | -$207K | 1.02% | 16 |
|
|
2018
Q4 | $2.17M | Sell |
6,714
-1,497
| -18% | -$483K | 0.77% | 25 |
|
|
2018
Q3 | $3.05M | Buy |
+8,211
| New | +$3.05M | 0.67% | 30 |
|
|
2018
Q2 | – | Sell |
-11,059
| Closed | -$3.7M | – | 502 |
|
|
2018
Q1 | $3.7M | Buy |
11,059
+31
| +0.3% | +$10.4K | 0.63% | 31 |
|
|
2017
Q4 | $3.67M | Buy |
+11,028
| New | +$3.67M | 0.46% | 38 |
|