Winch Advisory Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
518
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $88.3K | Sell |
518
-100
| -16% | -$17.1K | 0.02% | 125 |
|
|
2024
Q4 | $109K | Buy |
618
+222
| +56% | +$39.3K | 0.03% | 112 |
|
|
2024
Q3 | $60.2K | Hold |
396
| – | – | 0.02% | 141 |
|
|
2024
Q2 | $72.1K | Hold |
396
| – | – | 0.02% | 125 |
|
|
2024
Q1 | $76.4K | Buy |
396
+40
| +11% | +$7.72K | 0.02% | 122 |
|
|
2023
Q4 | $92.8K | Sell |
356
-47
| -12% | -$12.3K | 0.03% | 108 |
|
|
2023
Q3 | $77K | Sell |
403
-4
| -1% | -$764 | 0.03% | 110 |
|
|
2023
Q2 | $86K | Sell |
407
-20
| -5% | -$4.23K | 0.03% | 105 |
|
|
2023
Q1 | $91K | Buy |
427
+47
| +12% | +$10K | 0.04% | 103 |
|
|
2022
Q4 | $72K | Hold |
380
| – | – | 0.03% | 110 |
|
|
2022
Q3 | $46K | Sell |
380
-25
| -6% | -$3.03K | 0.02% | 117 |
|
|
2022
Q2 | $55K | Sell |
405
-67
| -14% | -$9.1K | 0.02% | 116 |
|
|
2022
Q1 | $90K | Sell |
472
-56
| -11% | -$10.7K | 0.03% | 99 |
|
|
2021
Q4 | $106K | Hold |
528
| – | – | 0.04% | 92 |
|
|
2021
Q3 | $116K | Sell |
528
-37
| -7% | -$8.13K | 0.04% | 84 |
|
|
2021
Q2 | $135K | Hold |
565
| – | – | 0.05% | 78 |
|
|
2021
Q1 | $144K | Buy |
565
+100
| +22% | +$25.5K | 0.06% | 71 |
|
|
2020
Q4 | $100K | Hold |
465
| – | – | 0.04% | 73 |
|
|
2020
Q3 | $77K | Sell |
465
-25
| -5% | -$4.14K | 0.03% | 74 |
|
|
2020
Q2 | $90K | Buy |
490
+126
| +35% | +$23.1K | 0.04% | 67 |
|
|
2020
Q1 | $54K | Hold |
364
| – | – | 0.03% | 83 |
|
|
2019
Q4 | $118K | Hold |
364
| – | – | 0.06% | 75 |
|
|
2019
Q3 | $138K | Buy |
364
+45
| +14% | +$17.1K | 0.07% | 70 |
|
|
2019
Q2 | $116K | Buy |
319
+33
| +12% | +$12K | 0.06% | 73 |
|
|
2019
Q1 | $109K | Buy |
286
+21
| +8% | +$8K | 0.06% | 82 |
|
|
2018
Q4 | $85K | Buy |
265
+1
| +0.4% | +$321 | 0.05% | 82 |
|
|
2018
Q3 | $98K | Hold |
264
| – | – | 0.05% | 84 |
|
|
2018
Q2 | $89K | Buy |
264
+28
| +12% | +$9.44K | 0.05% | 91 |
|
|
2018
Q1 | $77K | Buy |
236
+5
| +2% | +$1.63K | 0.05% | 97 |
|
|
2017
Q4 | $68K | Buy |
231
+7
| +3% | +$2.06K | 0.04% | 88 |
|
|
2017
Q3 | $57K | Hold |
224
| – | – | 0.04% | 88 |
|
|
2017
Q2 | $44K | Hold |
224
| – | – | 0.03% | 116 |
|
|
2017
Q1 | $40K | Hold |
224
| – | – | 0.03% | 117 |
|
|
2016
Q4 | $35K | Sell |
224
-55
| -20% | -$8.59K | 0.02% | 107 |
|
|
2016
Q3 | $37K | Sell |
279
-76
| -21% | -$10.1K | 0.03% | 100 |
|
|
2016
Q2 | $46K | Buy |
355
+176
| +98% | +$22.8K | 0.06% | 84 |
|
|
2016
Q1 | $23K | Sell |
179
-23
| -11% | -$2.96K | 0.04% | 70 |
|
|
2015
Q4 | $29K | Hold |
202
| – | – | 0.03% | 69 |
|
|
2015
Q3 | $26K | Sell |
202
-3,009
| -94% | -$387K | 0.04% | 71 |
|
|
2015
Q2 | $445K | Buy |
3,211
+2,934
| +1,059% | +$407K | 0.24% | 74 |
|
|
2015
Q1 | $42K | Buy |
+277
| New | +$42K | 0.02% | 88 |
|
|
2014
Q4 | – | Sell |
-274
| Closed | -$35K | – | 52 |
|
|
2014
Q3 | $35K | Buy |
274
+120
| +78% | +$15.3K | 0.02% | 82 |
|
|
2014
Q2 | $20K | Buy |
154
+1
| +0.7% | +$130 | 0.01% | 128 |
|
|
2014
Q1 | $19K | Buy |
+153
| New | +$19K | 0.01% | 139 |
|