Valley Brook Capital Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+1,004
| New | +$210K | 0.16% | 110 |
|
|
2025
Q1 | – | Sell |
-1,414
| Closed | -$250K | – | 113 |
|
|
2024
Q4 | $250K | Sell |
1,414
-225
| -14% | -$39.8K | 0.19% | 100 |
|
|
2024
Q3 | $249K | Hold |
1,639
| – | – | 0.18% | 102 |
|
|
2024
Q2 | $298K | Hold |
1,639
| – | – | 0.23% | 92 |
|
|
2024
Q1 | $316K | Sell |
1,639
-1,050
| -39% | -$203K | 0.25% | 89 |
|
|
2023
Q4 | $701K | Sell |
2,689
-850
| -24% | -$222K | 0.61% | 49 |
|
|
2023
Q3 | $678K | Hold |
3,539
| – | – | 0.67% | 51 |
|
|
2023
Q2 | $747K | Sell |
3,539
-50
| -1% | -$10.6K | 0.69% | 47 |
|
|
2023
Q1 | $762K | Hold |
3,589
| – | – | 0.7% | 47 |
|
|
2022
Q4 | $684K | Hold |
3,589
| – | – | 0.66% | 46 |
|
|
2022
Q3 | $434K | Hold |
3,589
| – | – | 0.47% | 60 |
|
|
2022
Q2 | $490K | Hold |
3,589
| – | – | 0.51% | 55 |
|
|
2022
Q1 | $687K | Sell |
3,589
-175
| -5% | -$33.5K | 0.59% | 48 |
|
|
2021
Q4 | $757K | Hold |
3,764
| – | – | 0.65% | 46 |
|
|
2021
Q3 | $827K | Hold |
3,764
| – | – | 0.82% | 35 |
|
|
2021
Q2 | $901K | Buy |
3,764
+110
| +3% | +$26.3K | 0.86% | 33 |
|
|
2021
Q1 | $930K | Sell |
3,654
-102
| -3% | -$26K | 0.84% | 31 |
|
|
2020
Q4 | $804K | Buy |
+3,756
| New | +$804K | 0.8% | 34 |
|