West Family Investments’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
3,191
+842
| +36% | +$176K | 0.17% | 122 |
|
|
2025
Q1 | $401K | Hold |
2,349
| – | – | 0.15% | 136 |
|
|
2024
Q4 | $416K | Buy |
+2,349
| New | +$416K | 0.14% | 143 |
|
|
2024
Q2 | – | Sell |
-1,375
| Closed | -$265K | – | 254 |
|
|
2024
Q1 | $265K | Buy |
1,375
+299
| +28% | +$57.7K | 0.08% | 200 |
|
|
2023
Q4 | $280K | Hold |
1,076
| – | – | 0.1% | 167 |
|
|
2023
Q3 | $206K | Hold |
1,076
| – | – | 0.07% | 210 |
|
|
2023
Q2 | $227K | Buy |
+1,076
| New | +$227K | 0.09% | 203 |
|
|
2023
Q1 | – | Sell |
-1,076
| Closed | -$205K | – | 205 |
|
|
2022
Q4 | $205K | Buy |
+1,076
| New | +$205K | 0.07% | 214 |
|
|
2021
Q3 | – | Sell |
-1,387
| Closed | -$332K | – | 335 |
|
|
2021
Q2 | $332K | Sell |
1,387
-23,626
| -94% | -$5.66M | 0.09% | 206 |
|
|
2021
Q1 | $6.37M | Buy |
25,013
+10,013
| +67% | +$2.55M | 2.32% | 12 |
|
|
2020
Q4 | $3.21K | Hold |
15,000
| – | – | 0.98% | 26 |
|
|
2020
Q3 | $2.48M | Buy |
+15,000
| New | +$2.48M | 0.93% | 26 |
|
|
2020
Q2 | – | Sell |
-15,000
| Closed | -$2.24M | – | 80 |
|
|
2020
Q1 | $2.24M | Buy |
+15,000
| New | +$2.24M | 0.89% | 32 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 80 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 98 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 89 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 81 |
|