Appleton Partners’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 | $349K | Buy |
1,754
+13
| +0.7% | +$2.96K | 0.02% | 217 |
|
|
2025
Q4 | $378K | Buy |
1,741
+124
| +8% | +$25.5K | 0.02% | 213 |
|
|
2025
Q3 | $349K | Buy |
1,617
+53
| +3% | +$11.9K | 0.02% | 218 |
|
|
2025
Q2 | $328K | Sell |
1,564
-66
| -4% | -$12.5K | 0.02% | 217 |
|
|
2025
Q1 | $278K | Sell |
1,630
-218
| -12% | -$37.7K | 0.02% | 219 |
|
|
2024
Q4 | $327K | Buy |
1,848
+193
| +12% | +$30.3K | 0.02% | 211 |
|
|
2024
Q3 | $252K | Sell |
1,655
-190
| -10% | -$32.6K | 0.02% | 237 |
|
|
2024
Q2 | $336K | Sell |
1,845
-43
| -2% | -$7.66K | 0.03% | 205 |
|
|
2024
Q1 | $364K | Sell |
1,888
-105
| -5% | -$21.6K | 0.03% | 214 |
|
|
2023
Q4 | $519K | Buy |
1,993
+38
| +2% | +$8.13K | 0.04% | 186 |
|
|
2023
Q3 | $375K | Hold |
1,955
| – | – | 0.03% | 218 |
|
|
2023
Q2 | $413K | Buy |
1,955
+873
| +81% | +$181K | 0.03% | 216 |
|
|
2023
Q1 | $230K | Sell |
1,082
-65
| -6% | -$13.5K | 0.02% | 279 |
|
|
2022
Q4 | $218K | Buy |
+1,147
| New | +$188K | 0.02% | 289 |
|
|
2022
Q1 | – | Sell |
-1,002
| Closed | -$202K | – | 304 |
|
|
2021
Q4 | $202K | Buy |
+1,002
| New | +$212K | 0.02% | 305 |
|
|
2020
Q2 | – | Sell |
-1,677
| Closed | -$250K | – | 258 |
|
|
2020
Q1 | $250K | Sell |
1,677
-2,047
| -55% | -$560K | 0.03% | 230 |
|
|
2019
Q4 | $1.21M | Buy |
3,724
+1,683
| +82% | +$596K | 0.13% | 143 |
|
|
2019
Q3 | $777K | Sell |
2,041
-2,069
| -50% | -$740K | 0.09% | 154 |
|
|
2019
Q2 | $1.5M | Sell |
4,110
-227
| -5% | -$82.8K | 0.18% | 123 |
|
|
2019
Q1 | $1.65M | Buy |
4,337
+48
| +1% | +$18.5K | 0.22% | 116 |
|
|
2018
Q4 | $1.38M | Sell |
4,289
-10
| -0.2% | -$3.46K | 0.21% | 114 |
|
|
2018
Q3 | $1.6M | Sell |
4,299
-170
| -4% | -$59.7K | 0.21% | 112 |
|
|
2018
Q2 | $1.5M | Sell |
4,469
-365
| -8% | -$126K | 0.21% | 111 |
|
|
2018
Q1 | $1.58M | Buy |
4,834
+46
| +1% | +$15.5K | 0.24% | 105 |
|
|
2017
Q4 | $1.41M | Sell |
4,788
-370
| -7% | -$100K | 0.22% | 111 |
|
|
2017
Q3 | $1.31M | Sell |
5,158
-1,118
| -18% | -$261K | 0.22% | 107 |
|
|
2017
Q2 | $1.24M | Buy |
6,276
+977
| +18% | +$182K | 0.21% | 112 |
|
|
2017
Q1 | $937K | Sell |
5,299
-1,555
| -23% | -$265K | 0.17% | 122 |
|
|
2016
Q4 | $1.07M | Sell |
6,854
-615
| -8% | -$89.8K | 0.22% | 110 |
|
|
2016
Q3 | $984K | Buy |
7,469
+960
| +15% | +$126K | 0.19% | 120 |
|
|
2016
Q2 | $845K | Hold |
6,509
| – | – | 0.17% | 110 |
|
|
2016
Q1 | $826K | Buy |
6,509
+182
| +3% | +$22.6K | 0.16% | 107 |
|
|
2015
Q4 | $915K | Buy |
6,327
+1,677
| +36% | +$242K | 0.18% | 106 |
|
|
2015
Q3 | $609K | Sell |
4,650
-5,198
| -53% | -$721K | 0.14% | 118 |
|
|
2015
Q2 | $1.37M | Buy |
9,848
+2,823
| +40% | +$412K | 0.31% | 75 |
|
|
2015
Q1 | $1.05M | Buy |
7,025
+115
| +2% | +$16.7K | 0.24% | 91 |
|
|
2014
Q4 | $898K | Sell |
6,910
-120
| -2% | -$15.2K | 0.21% | 91 |
|
|
2014
Q3 | $895K | Hold |
7,030
| – | – | 0.21% | 91 |
|
|
2014
Q2 | $894K | Sell |
7,030
-115
| -2% | -$15K | 0.21% | 92 |
|
|
2014
Q1 | $897K | Sell |
7,145
-275
| -4% | -$35.8K | 0.21% | 90 |
|
|
2013
Q4 | $1.01M | Buy |
7,420
+500
| +7% | +$65K | 0.24% | 82 |
|
|
2013
Q3 | $813K | Buy |
6,920
+3,820
| +123% | +$411K | 0.22% | 85 |
|
|
2013
Q2 | $318K | Buy |
+3,100
| New | +$295K | 0.09% | 113 |
|
Other funds holding BA
VCM
VPM
