The Family Firm’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,744
| Closed | -$468K | – | 98 |
|
|
2025
Q1 | $468K | Hold |
2,744
| – | – | 0.1% | 123 |
|
|
2024
Q4 | $486K | Hold |
2,744
| – | – | 0.11% | 115 |
|
|
2024
Q3 | $417K | Buy |
2,744
+60
| +2% | +$9.12K | 0.09% | 136 |
|
|
2024
Q2 | $489K | Hold |
2,684
| – | – | 0.11% | 110 |
|
|
2024
Q1 | $518K | Hold |
2,684
| – | – | 0.13% | 107 |
|
|
2023
Q4 | $700K | Hold |
2,684
| – | – | 0.18% | 89 |
|
|
2023
Q3 | $515K | Hold |
2,684
| – | – | 0.14% | 97 |
|
|
2023
Q2 | $567K | Hold |
2,684
| – | – | 0.15% | 97 |
|
|
2023
Q1 | $570K | Hold |
2,684
| – | – | 0.16% | 93 |
|
|
2022
Q4 | $511K | Hold |
2,684
| – | – | 0.15% | 101 |
|
|
2022
Q3 | $325K | Hold |
2,684
| – | – | 0.1% | 130 |
|
|
2022
Q2 | $367K | Buy |
2,684
+2
| +0.1% | +$273 | 0.11% | 121 |
|
|
2022
Q1 | $514K | Hold |
2,682
| – | – | 0.13% | 96 |
|
|
2021
Q4 | $540K | Hold |
2,682
| – | – | 0.14% | 96 |
|
|
2021
Q3 | $580K | Hold |
2,682
| – | – | 0.15% | 92 |
|
|
2021
Q2 | $642K | Buy |
2,682
+40
| +2% | +$9.58K | 0.17% | 84 |
|
|
2021
Q1 | $673K | Hold |
2,642
| – | – | 0.19% | 78 |
|
|
2020
Q4 | $540K | Buy |
2,642
+221
| +9% | +$45.2K | 0.16% | 90 |
|
|
2020
Q3 | $400K | Sell |
2,421
-221
| -8% | -$36.5K | 0.14% | 98 |
|
|
2020
Q2 | $484K | Hold |
2,642
| – | – | 0.18% | 81 |
|
|
2020
Q1 | $394K | Sell |
2,642
-49
| -2% | -$7.31K | 0.17% | 85 |
|
|
2019
Q4 | $876K | Sell |
2,691
-199
| -7% | -$64.8K | 0.3% | 60 |
|
|
2019
Q3 | $1.1M | Buy |
2,890
+1
| +0% | +$380 | 0.39% | 52 |
|
|
2019
Q2 | $1.05M | Buy |
2,889
+1
| +0% | +$364 | 0.37% | 55 |
|
|
2019
Q1 | $1.1M | Buy |
2,888
+51
| +2% | +$19.5K | 0.4% | 50 |
|
|
2018
Q4 | $915K | Sell |
2,837
-118
| -4% | -$38.1K | 0.37% | 52 |
|
|
2018
Q3 | $1.1M | Buy |
2,955
+852
| +41% | +$317K | 0.4% | 49 |
|
|
2018
Q2 | $705K | Buy |
2,103
+1
| +0% | +$335 | 0.26% | 59 |
|
|
2018
Q1 | $689K | Buy |
2,102
+2
| +0.1% | +$656 | 0.27% | 58 |
|
|
2017
Q4 | $619K | Buy |
2,100
+1
| +0% | +$295 | 0.25% | 61 |
|
|
2017
Q3 | $534K | Buy |
2,099
+52
| +3% | +$13.2K | 0.22% | 64 |
|
|
2017
Q2 | $405K | Buy |
2,047
+399
| +24% | +$78.9K | 0.18% | 77 |
|
|
2017
Q1 | $291K | Buy |
1,648
+2
| +0.1% | +$353 | 0.14% | 86 |
|
|
2016
Q4 | $256K | Buy |
1,646
+2
| +0.1% | +$311 | 0.12% | 95 |
|
|
2016
Q3 | $217K | Buy |
1,644
+2
| +0.1% | +$264 | 0.1% | 109 |
|
|
2016
Q2 | $213K | Buy |
1,642
+2
| +0.1% | +$259 | 0.11% | 100 |
|
|
2016
Q1 | $208K | Buy |
1,640
+2
| +0.1% | +$254 | 0.11% | 99 |
|
|
2015
Q4 | $237K | Sell |
1,638
-138
| -8% | -$20K | 0.13% | 92 |
|
|
2015
Q3 | $233K | Buy |
1,776
+1
| +0.1% | +$131 | 0.13% | 87 |
|
|
2015
Q2 | $246K | Buy |
1,775
+202
| +13% | +$28K | 0.13% | 88 |
|
|
2015
Q1 | $236K | Buy |
1,573
+1
| +0.1% | +$150 | 0.12% | 93 |
|
|
2014
Q4 | $204K | Buy |
+1,572
| New | +$204K | 0.11% | 102 |
|