Univest Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
2,533
+40
| +2% | +$8.38K | 0.03% | 186 |
|
|
2025
Q1 | $425K | Sell |
2,493
-155
| -6% | -$26.4K | 0.03% | 212 |
|
|
2024
Q4 | $469K | Sell |
2,648
-330
| -11% | -$58.4K | 0.03% | 203 |
|
|
2024
Q3 | $453K | Buy |
2,978
+1,606
| +117% | +$244K | 0.03% | 202 |
|
|
2024
Q2 | $250K | Hold |
1,372
| – | – | 0.07% | 119 |
|
|
2024
Q1 | $265K | Hold |
1,372
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $358K | Hold |
1,372
| – | – | 0.11% | 80 |
|
|
2023
Q3 | $263K | Sell |
1,372
-295
| -18% | -$56.5K | 0.09% | 88 |
|
|
2023
Q2 | $352K | Sell |
1,667
-94
| -5% | -$19.8K | 0.11% | 75 |
|
|
2023
Q1 | $374K | Buy |
1,761
+295
| +20% | +$62.7K | 0.12% | 71 |
|
|
2022
Q4 | $279K | Buy |
+1,466
| New | +$279K | 0.09% | 88 |
|
|
2022
Q3 | – | Sell |
-1,466
| Closed | -$200K | – | 101 |
|
|
2022
Q2 | $200K | Sell |
1,466
-4
| -0.3% | -$546 | 0.07% | 100 |
|
|
2022
Q1 | $282K | Buy |
1,470
+4
| +0.3% | +$767 | 0.08% | 93 |
|
|
2021
Q4 | $295K | Hold |
1,466
| – | – | 0.08% | 93 |
|
|
2021
Q3 | $322K | Sell |
1,466
-98
| -6% | -$21.5K | 0.09% | 85 |
|
|
2021
Q2 | $374K | Hold |
1,564
| – | – | 0.1% | 81 |
|
|
2021
Q1 | $398K | Hold |
1,564
| – | – | 0.11% | 72 |
|
|
2020
Q4 | $335K | Hold |
1,564
| – | – | 0.1% | 84 |
|
|
2020
Q3 | $258K | Sell |
1,564
-165
| -10% | -$27.2K | 0.08% | 89 |
|
|
2020
Q2 | $317K | Hold |
1,729
| – | – | 0.1% | 84 |
|
|
2020
Q1 | $258K | Buy |
+1,729
| New | +$258K | 0.1% | 97 |
|
|
2019
Q4 | – | Sell |
-2,077
| Closed | -$790K | – | 103 |
|
|
2019
Q3 | $790K | Buy |
2,077
+182
| +10% | +$69.2K | 0.25% | 59 |
|
|
2019
Q2 | $690K | Hold |
1,895
| – | – | 0.22% | 65 |
|
|
2019
Q1 | $723K | Sell |
1,895
-159
| -8% | -$60.7K | 0.24% | 64 |
|
|
2018
Q4 | $662K | Buy |
2,054
+1,466
| +249% | +$472K | 0.24% | 70 |
|
|
2018
Q3 | $219K | Buy |
+588
| New | +$219K | 0.07% | 103 |
|
|
2017
Q4 | – | Sell |
-788
| Closed | -$200K | – | 95 |
|
|
2017
Q3 | $200K | Buy |
+788
| New | +$200K | 0.08% | 91 |
|