Zimmermann Investment Management & Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,567
| Closed | -$238K | – | 17 |
|
|
2024
Q3 | $238K | Sell |
1,567
-146
| -9% | -$22.2K | 0.07% | 132 |
|
|
2024
Q2 | $312K | Sell |
1,713
-62
| -3% | -$11.3K | 0.1% | 105 |
|
|
2024
Q1 | $343K | Sell |
1,775
-5
| -0.3% | -$965 | 0.12% | 102 |
|
|
2023
Q4 | $464K | Sell |
1,780
-20
| -1% | -$5.21K | 0.19% | 72 |
|
|
2023
Q3 | $345K | Buy |
1,800
+15
| +0.8% | +$2.88K | 0.17% | 81 |
|
|
2023
Q2 | $377K | Buy |
1,785
+25
| +1% | +$5.28K | 0.18% | 78 |
|
|
2023
Q1 | $374K | Buy |
1,760
+439
| +33% | +$93.3K | 0.2% | 81 |
|
|
2022
Q4 | $252K | Buy |
+1,321
| New | +$252K | 0.15% | 80 |
|
|
2022
Q2 | – | Sell |
-1,261
| Closed | -$241K | – | 86 |
|
|
2022
Q1 | $241K | Sell |
1,261
-100
| -7% | -$19.1K | 0.14% | 75 |
|
|
2021
Q4 | $274K | Buy |
+1,361
| New | +$274K | 0.15% | 75 |
|