Valmark Advisers’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
3,340
-15
| -0.4% | -$3.14K | 0.01% | 392 |
|
|
2025
Q1 | $572K | Sell |
3,355
-72
| -2% | -$12.3K | 0.01% | 399 |
|
|
2024
Q4 | $607K | Buy |
3,427
+288
| +9% | +$51K | 0.01% | 385 |
|
|
2024
Q3 | $477K | Buy |
3,139
+147
| +5% | +$22.4K | 0.01% | 414 |
|
|
2024
Q2 | $545K | Sell |
2,992
-756
| -20% | -$138K | 0.01% | 375 |
|
|
2024
Q1 | $723K | Buy |
3,748
+239
| +7% | +$46.1K | 0.01% | 322 |
|
|
2023
Q4 | $915K | Buy |
3,509
+39
| +1% | +$10.2K | 0.02% | 265 |
|
|
2023
Q3 | $665K | Buy |
3,470
+217
| +7% | +$41.6K | 0.01% | 284 |
|
|
2023
Q2 | $687K | Buy |
3,253
+223
| +7% | +$47.1K | 0.01% | 283 |
|
|
2023
Q1 | $644K | Sell |
3,030
-29
| -0.9% | -$6.16K | 0.01% | 282 |
|
|
2022
Q4 | $583K | Buy |
3,059
+1,176
| +62% | +$224K | 0.01% | 293 |
|
|
2022
Q3 | $228K | Buy |
1,883
+49
| +3% | +$5.93K | ﹤0.01% | 382 |
|
|
2022
Q2 | $251K | Buy |
1,834
+41
| +2% | +$5.61K | ﹤0.01% | 370 |
|
|
2022
Q1 | $343K | Sell |
1,793
-1,093
| -38% | -$209K | 0.01% | 350 |
|
|
2021
Q4 | $581K | Buy |
2,886
+103
| +4% | +$20.7K | 0.01% | 264 |
|
|
2021
Q3 | $612K | Sell |
2,783
-96
| -3% | -$21.1K | 0.01% | 249 |
|
|
2021
Q2 | $690K | Sell |
2,879
-23
| -0.8% | -$5.51K | 0.01% | 232 |
|
|
2021
Q1 | $739K | Sell |
2,902
-21
| -0.7% | -$5.35K | 0.01% | 219 |
|
|
2020
Q4 | $626K | Buy |
2,923
+180
| +7% | +$38.5K | 0.01% | 226 |
|
|
2020
Q3 | $453K | Buy |
2,743
+30
| +1% | +$4.95K | 0.01% | 191 |
|
|
2020
Q2 | $497K | Sell |
2,713
-70
| -3% | -$12.8K | 0.01% | 165 |
|
|
2020
Q1 | $415K | Sell |
2,783
-22
| -0.8% | -$3.28K | 0.01% | 157 |
|
|
2019
Q4 | $914K | Sell |
2,805
-52
| -2% | -$16.9K | 0.02% | 103 |
|
|
2019
Q3 | $1.09M | Sell |
2,857
-26
| -0.9% | -$9.89K | 0.02% | 98 |
|
|
2019
Q2 | $1.05M | Buy |
2,883
+40
| +1% | +$14.6K | 0.02% | 94 |
|
|
2019
Q1 | $1.08M | Sell |
2,843
-125
| -4% | -$47.7K | 0.02% | 91 |
|
|
2018
Q4 | $957K | Sell |
2,968
-64
| -2% | -$20.6K | 0.02% | 90 |
|
|
2018
Q3 | $1.13M | Sell |
3,032
-1,120
| -27% | -$417K | 0.02% | 80 |
|
|
2018
Q2 | $1.39M | Buy |
4,152
+390
| +10% | +$131K | 0.03% | 65 |
|
|
2018
Q1 | $1.23M | Sell |
3,762
-375
| -9% | -$123K | 0.03% | 69 |
|
|
2017
Q4 | $1.22M | Buy |
4,137
+2,927
| +242% | +$863K | 0.03% | 72 |
|
|
2017
Q3 | $308K | Sell |
1,210
-207
| -15% | -$52.7K | 0.01% | 62 |
|
|
2017
Q2 | $280K | Buy |
1,417
+117
| +9% | +$23.1K | 0.01% | 65 |
|
|
2017
Q1 | $230K | Sell |
1,300
-50
| -4% | -$8.85K | 0.01% | 70 |
|
|
2016
Q4 | $210K | Buy |
+1,350
| New | +$210K | 0.01% | 73 |
|