Tortoise Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
906
+31
| +4% | +$6.5K | 0.02% | 224 |
|
|
2025
Q1 | $149K | Hold |
875
| – | – | 0.02% | 239 |
|
|
2024
Q4 | $155K | Hold |
875
| – | – | 0.02% | 254 |
|
|
2024
Q3 | $133K | Hold |
875
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $159K | Hold |
875
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $169K | Hold |
875
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $228K | Sell |
875
-2
| -0.2% | -$521 | 0.03% | 193 |
|
|
2023
Q3 | $168K | Buy |
877
+2
| +0.2% | +$383 | 0.03% | 213 |
|
|
2023
Q2 | $185K | Buy |
875
+700
| +400% | +$148K | 0.03% | 204 |
|
|
2023
Q1 | $37.2K | Hold |
175
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $33.3K | Hold |
175
| – | – | 0.01% | 376 |
|
|
2022
Q3 | $21K | Hold |
175
| – | – | ﹤0.01% | 435 |
|
|
2022
Q2 | $24K | Hold |
175
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $34K | Hold |
175
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $35K | Buy |
175
+10
| +6% | +$2K | 0.01% | 330 |
|
|
2021
Q3 | $36K | Hold |
165
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $40K | Hold |
165
| – | – | 0.01% | 292 |
|
|
2021
Q1 | $42K | Hold |
165
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $35K | Hold |
165
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $27K | Buy |
165
+75
| +83% | +$12.3K | 0.01% | 277 |
|
|
2020
Q2 | $16K | Sell |
90
-200
| -69% | -$35.6K | ﹤0.01% | 319 |
|
|
2020
Q1 | $43K | Sell |
290
-95
| -25% | -$14.1K | 0.01% | 231 |
|
|
2019
Q4 | $125K | Buy |
385
+115
| +43% | +$37.3K | 0.03% | 174 |
|
|
2019
Q3 | $103K | Sell |
270
-95
| -26% | -$36.2K | 0.03% | 182 |
|
|
2019
Q2 | $133K | Buy |
365
+60
| +20% | +$21.9K | 0.03% | 167 |
|
|
2019
Q1 | $116K | Buy |
305
+100
| +49% | +$38K | 0.03% | 179 |
|
|
2018
Q4 | $66K | Hold |
205
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $76K | Hold |
205
| – | – | 0.02% | 208 |
|
|
2018
Q2 | $69K | Hold |
205
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $67K | Hold |
205
| – | – | 0.02% | 214 |
|
|
2017
Q4 | $60K | Sell |
205
-45
| -18% | -$13.2K | 0.02% | 220 |
|
|
2017
Q3 | $64K | Hold |
250
| – | – | 0.02% | 206 |
|
|
2017
Q2 | $49K | Hold |
250
| – | – | 0.02% | 216 |
|
|
2017
Q1 | $44K | Hold |
250
| – | – | 0.01% | 212 |
|
|
2016
Q4 | $39K | Hold |
250
| – | – | 0.01% | 218 |
|
|
2016
Q3 | $33K | Hold |
250
| – | – | 0.01% | 223 |
|
|
2016
Q2 | $32K | Sell |
250
-5,146
| -95% | -$659K | 0.01% | 230 |
|
|
2016
Q1 | $685K | Sell |
5,396
-443
| -8% | -$56.2K | 0.25% | 56 |
|
|
2015
Q4 | $844K | Buy |
5,839
+413
| +8% | +$59.7K | 0.3% | 54 |
|
|
2015
Q3 | $711K | Hold |
5,426
| – | – | 0.27% | 59 |
|
|
2015
Q2 | $753K | Buy |
5,426
+30
| +0.6% | +$4.16K | 0.28% | 57 |
|
|
2015
Q1 | $810K | Sell |
5,396
-8
| -0.1% | -$1.2K | 0.31% | 52 |
|
|
2014
Q4 | $702K | Buy |
5,404
+8
| +0.1% | +$1.04K | 0.28% | 55 |
|
|
2014
Q3 | $687K | Sell |
5,396
-500
| -8% | -$63.7K | 0.29% | 52 |
|
|
2014
Q2 | $750K | Buy |
5,896
+750
| +15% | +$95.4K | 0.31% | 52 |
|
|
2014
Q1 | $646K | Hold |
5,146
| – | – | 0.3% | 53 |
|
|
2013
Q4 | $702K | Hold |
5,146
| – | – | 0.39% | 51 |
|
|
2013
Q3 | $605K | Hold |
5,146
| – | – | 0.37% | 49 |
|
|
2013
Q2 | $527K | Buy |
+5,146
| New | +$527K | 0.35% | 52 |
|