Advisors Capital Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.35M | Buy |
21,833
+38
| +0.2% | +$8.65K | 0.05% | 219 |
|
|
2025
Q4 | $4.73M | Buy |
21,795
+399
| +2% | +$82.1K | 0.06% | 211 |
|
|
2025
Q3 | $4.62M | Buy |
21,396
+16,845
| +370% | +$3.8M | 0.06% | 211 |
|
|
2025
Q2 | $954K | Sell |
4,551
-281
| -6% | -$53.1K | 0.01% | 302 |
|
|
2025
Q1 | $824K | Buy |
4,832
+783
| +19% | +$136K | 0.01% | 308 |
|
|
2024
Q4 | $717K | Buy |
4,049
+3
| +0.1% | +$471 | 0.01% | 331 |
|
|
2024
Q3 | $615K | Buy |
4,046
+89
| +2% | +$15.3K | 0.01% | 338 |
|
|
2024
Q2 | $720K | Sell |
3,957
-27
| -0.7% | -$4.81K | 0.01% | 317 |
|
|
2024
Q1 | $769K | Buy |
3,984
+367
| +10% | +$75.4K | 0.01% | 311 |
|
|
2023
Q4 | $943K | Buy |
+3,617
| New | +$774K | 0.02% | 293 |
|
|
2023
Q3 | – | Sell |
-3,137
| Closed | -$662K | – | 416 |
|
|
2023
Q2 | $662K | Buy |
3,137
+386
| +14% | +$80.2K | 0.02% | 281 |
|
|
2023
Q1 | $585K | Buy |
2,751
+86
| +3% | +$17.9K | 0.02% | 289 |
|
|
2022
Q4 | $508K | Sell |
2,665
-22
| -0.8% | -$3.6K | 0.01% | 311 |
|
|
2022
Q3 | $466K | Buy |
2,687
+283
| +12% | +$43.4K | 0.01% | 325 |
|
|
2022
Q2 | $329K | Sell |
2,404
-1,041
| -30% | -$154K | 0.01% | 346 |
|
|
2022
Q1 | $660K | Sell |
3,445
-233
| -6% | -$46.8K | 0.02% | 281 |
|
|
2021
Q4 | $740K | Buy |
3,678
+24
| +0.7% | +$5.07K | 0.02% | 286 |
|
|
2021
Q3 | $804K | Sell |
3,654
-152
| -4% | -$33.9K | 0.02% | 265 |
|
|
2021
Q2 | $912K | Buy |
3,806
+279
| +8% | +$67.5K | 0.03% | 240 |
|
|
2021
Q1 | $898K | Buy |
3,527
+216
| +7% | +$48K | 0.03% | 228 |
|
|
2020
Q4 | $708K | Sell |
3,311
-186
| -5% | -$35.8K | 0.03% | 235 |
|
|
2020
Q3 | $578K | Sell |
3,497
-76
| -2% | -$13K | 0.03% | 220 |
|
|
2020
Q2 | $655K | Sell |
3,573
-653
| -15% | -$100K | 0.03% | 195 |
|
|
2020
Q1 | $630K | Sell |
4,226
-13,328
| -76% | -$3.65M | 0.04% | 189 |
|
|
2019
Q4 | $5.72M | Buy |
17,554
+3,271
| +23% | +$1.16M | 0.27% | 94 |
|
|
2019
Q3 | $5.43M | Buy |
14,283
+1,699
| +14% | +$607K | 0.3% | 89 |
|
|
2019
Q2 | $4.58M | Buy |
12,584
+9,306
| +284% | +$3.39M | 0.27% | 96 |
|
|
2019
Q1 | $1.28M | Sell |
3,278
-1,198
| -27% | -$461K | 0.08% | 177 |
|
|
2018
Q4 | $1.44M | Buy |
4,476
+483
| +12% | +$167K | 0.11% | 168 |
|
|
2018
Q3 | $1.49M | Buy |
3,993
+491
| +14% | +$172K | 0.1% | 164 |
|
|
2018
Q2 | $1.18M | Buy |
3,502
+101
| +3% | +$34.7K | 0.08% | 166 |
|
|
2018
Q1 | $1.11M | Sell |
3,401
-3,195
| -48% | -$1.08M | 0.08% | 154 |
|
|
2017
Q4 | $1.95M | Sell |
6,596
-1,203
| -15% | -$326K | 0.15% | 143 |
|
|
2017
Q3 | $1.98M | Sell |
7,799
-65,156
| -89% | -$15.2M | 0.16% | 139 |
|
|
2017
Q2 | $14.4M | Sell |
72,955
-8,402
| -10% | -$1.56M | 1.18% | 26 |
|
|
2017
Q1 | $14.4M | Sell |
81,357
-192
| -0.2% | -$32.7K | 1.24% | 21 |
|
|
2016
Q4 | $12.7M | Buy |
81,549
+2,013
| +3% | +$294K | 1.21% | 24 |
|
|
2016
Q3 | $10.5M | Buy |
79,536
+222
| +0.3% | +$29.2K | 1.02% | 29 |
|
|
2016
Q2 | $10.3M | Sell |
79,314
-4,204
| -5% | -$548K | 1.06% | 31 |
|
|
2016
Q1 | $10.6M | Sell |
83,518
-16,393
| -16% | -$2.03M | 1.07% | 35 |
|
|
2015
Q4 | $14.4M | Buy |
99,911
+26,745
| +37% | +$3.85M | 1.45% | 20 |
|
|
2015
Q3 | $9.58M | Buy |
73,166
+15,248
| +26% | +$2.11M | 1.05% | 34 |
|
|
2015
Q2 | $8.04M | Buy |
57,918
+4,172
| +8% | +$608K | 0.87% | 41 |
|
|
2015
Q1 | $8.07M | Buy |
+53,746
| New | +$7.82M | 0.9% | 36 |
|
Other funds holding BA
VCM
VPM