WIM
Westside Investment Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,451
+90
| +2% | +$18.9K | 0.21% | 107 |
|
|
2025
Q1 | $913K | Sell |
5,361
-210
| -4% | -$35.7K | 0.19% | 115 |
|
|
2024
Q4 | $986K | Sell |
5,571
-925
| -14% | -$164K | 0.21% | 113 |
|
|
2024
Q3 | $1.03M | Sell |
6,496
-1,870
| -22% | -$296K | 0.22% | 111 |
|
|
2024
Q2 | $1.53M | Sell |
8,366
-50
| -0.6% | -$9.14K | 0.35% | 73 |
|
|
2024
Q1 | $1.62M | Sell |
8,416
-269
| -3% | -$51.8K | 0.39% | 67 |
|
|
2023
Q4 | $2.26M | Sell |
8,685
-327
| -4% | -$85.2K | 0.58% | 45 |
|
|
2023
Q3 | $1.73M | Sell |
9,012
-50
| -0.6% | -$9.58K | 0.5% | 53 |
|
|
2023
Q2 | $1.91M | Sell |
9,062
-40
| -0.4% | -$8.45K | 0.54% | 49 |
|
|
2023
Q1 | $1.92M | Buy |
9,102
+42
| +0.5% | +$8.86K | 0.56% | 48 |
|
|
2022
Q4 | $307K | Sell |
9,060
-800
| -8% | -$27.1K | 0.76% | 32 |
|
|
2022
Q3 | $283K | Buy |
9,860
+700
| +8% | +$20.1K | 0.68% | 38 |
|
|
2022
Q2 | $269K | Hold |
9,160
| – | – | 0.61% | 38 |
|
|
2022
Q1 | $303K | Buy |
9,160
+1,090
| +14% | +$36K | 0.66% | 36 |
|
|
2021
Q4 | $295K | Buy |
8,070
+330
| +4% | +$12.1K | 0.67% | 33 |
|
|
2021
Q3 | $309K | Buy |
7,740
+1,185
| +18% | +$47.3K | 0.71% | 31 |
|
|
2021
Q2 | $322K | Sell |
6,555
-50
| -0.8% | -$2.45K | 0.75% | 30 |
|
|
2021
Q1 | $342K | Buy |
6,605
+304
| +5% | +$15.7K | 0.9% | 27 |
|
|
2020
Q4 | $258K | Sell |
6,301
-1,486
| -19% | -$60.8K | 0.71% | 33 |
|
|
2020
Q3 | $252K | Buy |
7,787
+1,709
| +28% | +$55.4K | 0.11% | 29 |
|
|
2020
Q2 | $150K | Buy |
6,078
+2,543
| +72% | +$62.9K | 0.09% | 37 |
|
|
2020
Q1 | $117K | Buy |
+3,535
| New | +$117K | 0.08% | 40 |
|
|
2019
Q2 | $1.4K | Buy |
+3,856
| New | +$1.4K | ﹤0.01% | 105 |
|
|
2018
Q4 | $1.25M | Sell |
3,865
-93
| -2% | -$30K | 0.46% | 37 |
|
|
2018
Q3 | $1.51M | Hold |
3,958
| – | – | 0.48% | 29 |
|
|
2018
Q2 | $1.33M | Sell |
3,958
-6
| -0.2% | -$2.02K | 0.47% | 31 |
|
|
2018
Q1 | $1.28M | Sell |
3,964
-160
| -4% | -$51.6K | 0.7% | 31 |
|
|
2017
Q4 | $1.28M | Sell |
4,124
-209
| -5% | -$64.8K | 0.69% | 30 |
|
|
2017
Q3 | $1.12M | Sell |
4,333
-8
| -0.2% | -$2.07K | 0.68% | 32 |
|
|
2017
Q2 | $885K | Sell |
4,341
-7
| -0.2% | -$1.43K | 0.58% | 46 |
|
|
2017
Q1 | $770K | Buy |
4,348
+3,303
| +316% | +$585K | 0.37% | 48 |
|
|
2016
Q4 | $167K | Buy |
+1,045
| New | +$167K | 0.11% | 102 |
|