Valeo Financial Advisors’s Boeing BA Stock Holding History

Valeo Financial Advisors’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.59M	Sell	26,678 -26,943	-50%	-$5.65M	0.14%	82
2025 Q1	$4.24M	Sell	53,621 -2,113	-4%	-$167K	0.12%	85
2024 Q4	$4.77M	Buy	55,734 +1,119	+2%	+$95.8K	0.13%	78
2024 Q3	$3.93M	Sell	54,615 -1,984	-4%	-$143K	0.11%	88
2024 Q2	$5.07M	Buy	56,599 +71	+0.1%	+$6.35K	0.16%	68
2024 Q1	$4.57M	Sell	56,528 -1,073	-2%	-$86.7K	0.16%	64
2023 Q4	$7.5M	Sell	57,601 -271	-0.5%	-$35.3K	0.3%	45
2023 Q3	$5.58M	Sell	57,872 -1,954	-3%	-$188K	0.25%	54
2023 Q2	$6.55M	Sell	59,826 -773	-1%	-$84.7K	0.3%	47
2023 Q1	$6.76M	Buy	60,599 +2,556	+4%	+$285K	0.33%	43
2022 Q4	$5.58M	Sell	58,043 -4,394	-7%	-$422K	0.31%	49
2022 Q3	$4.09M	Sell	62,437 -2,606	-4%	-$171K	0.26%	57
2022 Q2	$4.97M	Sell	65,043 -4,283	-6%	-$327K	0.31%	52
2022 Q1	$7.77M	Buy	69,326 +4,109	+6%	+$460K	0.39%	35
2021 Q4	$7.34M	Buy	65,217 +1,561	+2%	+$176K	0.4%	35
2021 Q3	$7.67M	Buy	63,656 +1,685	+3%	+$203K	0.44%	33
2021 Q2	$7.95M	Buy	61,971 +1,359	+2%	+$174K	0.48%	32
2021 Q1	$8.1M	Sell	60,612 -41,290	-41%	-$5.52M	0.37%	36
2020 Q4	$6.12M	Buy	101,902 +72,038	+241%	+$4.33M	0.31%	39
2020 Q3	$4.94M	Buy	29,864 +7,112	+31%	+$1.18M	0.43%	34
2020 Q2	$4.17M	Buy	22,752 +99	+0.4%	+$18.1K	0.38%	36
2020 Q1	$3.44M	Buy	22,653 +9,663	+74%	+$1.47M	0.37%	43
2019 Q4	$4.23M	Buy	12,990 +2,955	+29%	+$963K	0.41%	42
2019 Q3	$3.82M	Buy	10,035 +1,511	+18%	+$575K	0.42%	44
2019 Q2	$3.1M	Buy	8,524 +658	+8%	+$240K	0.36%	45
2019 Q1	$3M	Buy	7,866 +451	+6%	+$172K	0.36%	46
2018 Q4	$2.39M	Buy	7,415 +541	+8%	+$174K	0.34%	53
2018 Q3	$2.44M	Sell	6,874 -590	-8%	-$209K	0.33%	53
2018 Q2	$2.53M	Buy	7,464 +3,201	+75%	+$1.08M	0.35%	52
2018 Q1	$1.4M	Sell	4,263 -297	-7%	-$97.4K	0.22%	79
2017 Q4	$1.35M	Buy	4,560 +1,482	+48%	+$437K	0.22%	80
2017 Q3	$782K	Buy	+3,078	New	+$782K	0.18%	101