United Asset Strategies’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $357K | Hold |
1,647
| – | – | 0.03% | 225 |
|
|
2026
Q1 | $328K | Buy |
1,647
+375
| +29% | +$85.4K | 0.03% | 223 |
|
|
2025
Q4 | $276K | Hold |
1,272
| – | – | 0.02% | 236 |
|
|
2025
Q3 | $275K | Sell |
1,272
-160
| -11% | -$36.1K | 0.02% | 235 |
|
|
2025
Q2 | $300K | Buy |
+1,432
| New | +$270K | 0.03% | 216 |
|
|
2025
Q1 | – | Sell |
-1,157
| Closed | -$205K | – | 235 |
|
|
2024
Q4 | $205K | Sell |
1,157
-2,303
| -67% | -$361K | 0.02% | 227 |
|
|
2024
Q3 | $526K | Buy |
3,460
+110
| +3% | +$18.9K | 0.05% | 184 |
|
|
2024
Q2 | $610K | Sell |
3,350
-50
| -1% | -$8.91K | 0.06% | 172 |
|
|
2024
Q1 | $656K | Sell |
3,400
-125
| -4% | -$25.7K | 0.07% | 179 |
|
|
2023
Q4 | $919K | Buy |
3,525
+38
| +1% | +$8.13K | 0.1% | 143 |
|
|
2023
Q3 | $668K | Sell |
3,487
-50
| -1% | -$10.9K | 0.09% | 157 |
|
|
2023
Q2 | $747K | Buy |
3,537
+460
| +15% | +$95.6K | 0.09% | 147 |
|
|
2023
Q1 | $654K | Sell |
3,077
-132
| -4% | -$27.4K | 0.09% | 158 |
|
|
2022
Q4 | $611K | Buy |
3,209
+148
| +5% | +$24.2K | 0.09% | 167 |
|
|
2022
Q3 | $371K | Buy |
3,061
+1
| +0% | +$153 | 0.06% | 170 |
|
|
2022
Q2 | $418K | Sell |
3,060
-53
| -2% | -$7.82K | 0.06% | 162 |
|
|
2022
Q1 | $596K | Sell |
3,113
-1,845
| -37% | -$370K | 0.08% | 145 |
|
|
2021
Q4 | $998K | Buy |
4,958
+20
| +0.4% | +$4.23K | 0.12% | 125 |
|
|
2021
Q3 | $1.09M | Sell |
4,938
-167
| -3% | -$37.2K | 0.14% | 115 |
|
|
2021
Q2 | $1.22M | Buy |
5,105
+15
| +0.3% | +$3.63K | 0.16% | 101 |
|
|
2021
Q1 | $1.3M | Buy |
5,090
+98
| +2% | +$21.8K | 0.19% | 94 |
|
|
2020
Q4 | $1.07M | Buy |
4,992
+24
| +0.5% | +$4.61K | 0.17% | 101 |
|
|
2020
Q3 | $821K | Sell |
4,968
-998
| -17% | -$170K | 0.15% | 104 |
|
|
2020
Q2 | $1.09M | Buy |
5,966
+1,792
| +43% | +$275K | 0.22% | 88 |
|
|
2020
Q1 | $623K | Buy |
4,174
+737
| +21% | +$202K | 0.15% | 110 |
|
|
2019
Q4 | $1.12M | Sell |
3,437
-35
| -1% | -$12.4K | 0.22% | 97 |
|
|
2019
Q3 | $1.32M | Buy |
3,472
+185
| +6% | +$66.1K | 0.29% | 86 |
|
|
2019
Q2 | $1.2M | Buy |
3,287
+192
| +6% | +$70K | 0.27% | 89 |
|
|
2019
Q1 | $1.18M | Buy |
3,095
+196
| +7% | +$75.4K | 0.28% | 90 |
|
|
2018
Q4 | $935K | Buy |
2,899
+190
| +7% | +$65.6K | 0.26% | 87 |
|
|
2018
Q3 | $1.01M | Buy |
2,709
+1
| +0% | +$351 | 0.24% | 97 |
|
|
2018
Q2 | $909K | Buy |
2,708
+38
| +1% | +$13.1K | 0.24% | 99 |
|
|
2018
Q1 | $875K | Sell |
2,670
-1,029
| -28% | -$348K | 0.26% | 92 |
|
|
2017
Q4 | $1.09M | Buy |
3,699
+1,607
| +77% | +$435K | 0.29% | 84 |
|
|
2017
Q3 | $532K | Sell |
2,092
-1,629
| -44% | -$380K | 0.3% | 64 |
|
|
2017
Q2 | $736K | Sell |
3,721
-109
| -3% | -$20.3K | 0.22% | 88 |
|
|
2017
Q1 | $677K | Sell |
3,830
-100
| -3% | -$17K | 0.21% | 89 |
|
|
2016
Q4 | $612K | Buy |
3,930
+191
| +5% | +$27.9K | 0.2% | 91 |
|
|
2016
Q3 | $493K | Buy |
3,739
+137
| +4% | +$18K | 0.17% | 96 |
|
|
2016
Q2 | $468K | Buy |
3,602
+121
| +3% | +$15.8K | 0.18% | 95 |
|
|
2016
Q1 | $442K | Sell |
3,481
-27,093
| -89% | -$3.36M | 0.2% | 84 |
|
|
2015
Q4 | $4.42M | Buy |
30,574
+671
| +2% | +$96.6K | 1.92% | 18 |
|
|
2015
Q3 | $3.92M | Buy |
29,903
+1,714
| +6% | +$238K | 1.8% | 21 |
|
|
2015
Q2 | $3.91M | Buy |
28,189
+7,470
| +36% | +$1.09M | 1.75% | 15 |
|
|
2015
Q1 | $2.97M | Buy |
20,719
+1,316
| +7% | +$192K | 1.38% | 28 |
|
|
2014
Q4 | $2.52M | Buy |
19,403
+3,044
| +19% | +$386K | 1.08% | 37 |
|
|
2014
Q3 | $2.08M | Sell |
16,359
-3,225
| -16% | -$406K | 0.93% | 46 |
|
|
2014
Q2 | $2.49M | Buy |
+19,584
| New | +$2.56M | 1.2% | 31 |
|
Other funds holding BA
DLA
CNB
CAM
AIP
P
AHB
QCM
DC
FSA
CWM