YHB Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,154
| Closed | -$223K | – | 277 |
|
|
2024
Q1 | $223K | Sell |
1,154
-185
| -14% | -$35.7K | 0.02% | 259 |
|
|
2023
Q4 | $349K | Sell |
1,339
-25
| -2% | -$6.52K | 0.03% | 216 |
|
|
2023
Q3 | $261K | Hold |
1,364
| – | – | 0.02% | 235 |
|
|
2023
Q2 | $288K | Sell |
1,364
-56
| -4% | -$11.8K | 0.03% | 230 |
|
|
2023
Q1 | $302K | Hold |
1,420
| – | – | 0.03% | 229 |
|
|
2022
Q4 | $270K | Buy |
+1,420
| New | +$270K | 0.03% | 234 |
|
|
2022
Q3 | – | Sell |
-1,535
| Closed | -$210K | – | 282 |
|
|
2022
Q2 | $210K | Sell |
1,535
-330
| -18% | -$45.1K | 0.02% | 269 |
|
|
2022
Q1 | $357K | Sell |
1,865
-181
| -9% | -$34.6K | 0.03% | 219 |
|
|
2021
Q4 | $412K | Sell |
2,046
-449
| -18% | -$90.4K | 0.03% | 226 |
|
|
2021
Q3 | $549K | Sell |
2,495
-50
| -2% | -$11K | 0.05% | 193 |
|
|
2021
Q2 | $610K | Hold |
2,545
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $632K | Buy |
2,545
+376
| +17% | +$93.4K | 0.05% | 187 |
|
|
2020
Q4 | $464K | Sell |
2,169
-189
| -8% | -$40.4K | 0.04% | 198 |
|
|
2020
Q3 | $390K | Sell |
2,358
-225
| -9% | -$37.2K | 0.04% | 203 |
|
|
2020
Q2 | $473K | Buy |
2,583
+265
| +11% | +$48.5K | 0.07% | 135 |
|
|
2020
Q1 | $346K | Buy |
2,318
+148
| +7% | +$22.1K | 0.06% | 131 |
|
|
2019
Q4 | $707K | Sell |
2,170
-25
| -1% | -$8.15K | 0.1% | 122 |
|
|
2019
Q3 | $835K | Buy |
2,195
+720
| +49% | +$274K | 0.13% | 117 |
|
|
2019
Q2 | $537K | Sell |
1,475
-585
| -28% | -$213K | 0.09% | 132 |
|
|
2019
Q1 | $786K | Sell |
2,060
-5
| -0.2% | -$1.91K | 0.12% | 126 |
|
|
2018
Q4 | $666K | Sell |
2,065
-25
| -1% | -$8.06K | 0.12% | 123 |
|
|
2018
Q3 | $777K | Sell |
2,090
-30
| -1% | -$11.2K | 0.12% | 129 |
|
|
2018
Q2 | $711K | Sell |
2,120
-126
| -6% | -$42.3K | 0.12% | 127 |
|
|
2018
Q1 | $736K | Sell |
2,246
-185
| -8% | -$60.6K | 0.12% | 123 |
|
|
2017
Q4 | $717K | Sell |
2,431
-125
| -5% | -$36.9K | 0.12% | 119 |
|
|
2017
Q3 | $650K | Buy |
2,556
+100
| +4% | +$25.4K | 0.12% | 122 |
|
|
2017
Q2 | $486K | Hold |
2,456
| – | – | 0.08% | 130 |
|
|
2017
Q1 | $454K | Sell |
2,456
-50
| -2% | -$9.24K | 0.09% | 130 |
|
|
2016
Q4 | $390K | Hold |
2,506
| – | – | 0.08% | 133 |
|
|
2016
Q3 | $330K | Buy |
2,506
+34
| +1% | +$4.48K | 0.08% | 134 |
|
|
2016
Q2 | $321K | Buy |
2,472
+30
| +1% | +$3.9K | 0.07% | 138 |
|
|
2016
Q1 | $310K | Sell |
2,442
-70
| -3% | -$8.89K | 0.08% | 130 |
|
|
2015
Q4 | $363K | Sell |
2,512
-182
| -7% | -$26.3K | 0.08% | 131 |
|
|
2015
Q3 | $353K | Buy |
2,694
+35
| +1% | +$4.59K | 0.08% | 131 |
|
|
2015
Q2 | $369K | Sell |
2,659
-100
| -4% | -$13.9K | 0.08% | 132 |
|
|
2015
Q1 | $414K | Sell |
2,759
-20
| -0.7% | -$3K | 0.09% | 130 |
|
|
2014
Q4 | $361K | Buy |
2,779
+218
| +9% | +$28.3K | 0.08% | 131 |
|
|
2014
Q3 | $326K | Sell |
2,561
-134
| -5% | -$17.1K | 0.08% | 131 |
|
|
2014
Q2 | $343K | Buy |
2,695
+500
| +23% | +$63.6K | 0.08% | 127 |
|
|
2014
Q1 | $275K | Sell |
2,195
-100
| -4% | -$12.5K | 0.07% | 137 |
|
|
2013
Q4 | $313K | Buy |
2,295
+50
| +2% | +$6.82K | 0.08% | 131 |
|
|
2013
Q3 | $264K | Sell |
2,245
-150
| -6% | -$17.6K | 0.08% | 131 |
|
|
2013
Q2 | $245K | Buy |
+2,395
| New | +$245K | 0.08% | 135 |
|