Total Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $322K | Hold |
1,617
| – | – | 0.04% | 58 |
|
|
2025
Q4 | $351K | Hold |
1,617
| – | – | 0.05% | 53 |
|
|
2025
Q3 | $349K | Sell |
1,617
-1
| -0.1% | -$225 | 0.05% | 49 |
|
|
2025
Q2 | $339K | Sell |
1,618
-46
| -3% | -$8.69K | 0.05% | 47 |
|
|
2025
Q1 | $284K | Sell |
1,664
-5
| -0.3% | -$865 | 0.04% | 55 |
|
|
2024
Q4 | $295K | Buy |
1,669
+11
| +0.7% | +$1.73K | 0.04% | 57 |
|
|
2024
Q3 | $252K | Sell |
1,658
-111
| -6% | -$19K | 0.03% | 58 |
|
|
2024
Q2 | $322K | Buy |
1,769
+112
| +7% | +$20K | 0.04% | 44 |
|
|
2024
Q1 | $320K | Sell |
1,657
-65
| -4% | -$13.4K | 0.04% | 48 |
|
|
2023
Q4 | $449K | Hold |
1,722
| – | – | 0.06% | 40 |
|
|
2023
Q3 | $330K | Buy |
1,722
+98
| +6% | +$21.4K | 0.05% | 47 |
|
|
2023
Q2 | $343K | Hold |
1,624
| – | – | 0.04% | 49 |
|
|
2023
Q1 | $345K | Buy |
1,624
+124
| +8% | +$25.8K | 0.07% | 43 |
|
|
2022
Q4 | $286K | Buy |
+1,500
| New | +$245K | 0.07% | 47 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$205K | – | 55 |
|
|
2022
Q2 | $205K | Hold |
1,500
| – | – | 0.04% | 58 |
|
|
2022
Q1 | $287K | Sell |
1,500
-18
| -1% | -$3.61K | 0.06% | 55 |
|
|
2021
Q4 | $306K | Sell |
1,518
-84
| -5% | -$17.7K | 0.05% | 61 |
|
|
2021
Q3 | $352K | Buy |
1,602
+10
| +0.6% | +$2.23K | 0.09% | 40 |
|
|
2021
Q2 | $381K | Sell |
1,592
-454
| -22% | -$110K | 0.07% | 37 |
|
|
2021
Q1 | $305K | Sell |
2,046
-336
| -14% | -$74.7K | 0.09% | 35 |
|
|
2020
Q4 | $510K | Buy |
2,382
+471
| +25% | +$90.5K | 0.1% | 25 |
|
|
2020
Q3 | $276K | Buy |
1,911
+40
| +2% | +$6.82K | 0.08% | 33 |
|
|
2020
Q2 | $343K | Sell |
1,871
-175
| -9% | -$26.9K | 0.12% | 22 |
|
|
2020
Q1 | $305K | Buy |
2,046
+909
| +80% | +$249K | 0.09% | 35 |
|
|
2019
Q4 | $371K | Sell |
1,137
-1
| -0.1% | -$354 | 0.07% | 34 |
|
|
2019
Q3 | $433K | Hold |
1,138
| – | – | 0.09% | 31 |
|
|
2019
Q2 | $378K | Buy |
1,138
+1
| +0.1% | +$365 | 0.09% | 32 |
|
|
2019
Q1 | $384K | Sell |
1,137
-35
| -3% | -$13.5K | 0.09% | 32 |
|
|
2018
Q4 | $465K | Sell |
1,172
-79
| -6% | -$27.3K | 0.15% | 26 |
|
|
2018
Q3 | $465K | Hold |
1,251
| – | – | 0.1% | 25 |
|
|
2018
Q2 | $420K | Buy |
1,251
+1
| +0.1% | +$344 | 0.1% | 25 |
|
|
2018
Q1 | $410K | Buy |
1,250
+1
| +0.1% | +$338 | 0.1% | 26 |
|
|
2017
Q4 | $368K | Hold |
1,249
| – | – | 0.11% | 22 |
|
|
2017
Q3 | $317K | Buy |
1,249
+1
| +0.1% | +$233 | 0.11% | 23 |
|
|
2017
Q2 | $247K | Sell |
1,248
-35
| -3% | -$6.52K | 0.08% | 29 |
|
|
2017
Q1 | $227K | Buy |
+1,283
| New | +$219K | 0.08% | 32 |
|
Other funds holding BA
VCM
VPM
