Arete Wealth Advisors’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 | $2.69M | Buy |
13,526
+3,258
| +32% | +$742K | 0.2% | 128 |
|
|
2025
Q4 | $2.23M | Sell |
10,268
-26
| -0.3% | -$5.35K | 0.14% | 162 |
|
|
2025
Q3 | $2.19M | Buy |
10,294
+1,966
| +24% | +$443K | 0.14% | 151 |
|
|
2025
Q2 | $1.75M | Sell |
8,328
-989
| -11% | -$187K | 0.12% | 171 |
|
|
2025
Q1 | $1.59M | Sell |
9,317
-46
| -0.5% | -$7.96K | 0.12% | 172 |
|
|
2024
Q4 | $1.66M | Buy |
9,363
+2,117
| +29% | +$332K | 0.12% | 177 |
|
|
2024
Q3 | $1.1M | Buy |
+7,246
| New | +$1.24M | 0.09% | 212 |
|
|
2024
Q1 | – | Sell |
-10,632
| Closed | -$2.76M | – | 408 |
|
|
2023
Q4 | $2.76M | Buy |
+10,632
| New | +$2.27M | 0.21% | 95 |
|
|
2023
Q3 | – | Sell |
-10,220
| Closed | -$2.16M | – | 520 |
|
|
2023
Q2 | $2.16M | Buy |
10,220
+453
| +5% | +$94.1K | 0.19% | 117 |
|
|
2023
Q1 | $2.08M | Buy |
9,767
+1,950
| +25% | +$405K | 0.17% | 118 |
|
|
2022
Q4 | $1.49B | Buy |
7,817
+1,762
| +29% | +$288K | 0.13% | 142 |
|
|
2022
Q3 | $733K | Buy |
6,055
+1,072
| +22% | +$164K | 0.07% | 227 |
|
|
2022
Q2 | $683K | Sell |
4,983
-939
| -16% | -$139K | 0.07% | 194 |
|
|
2022
Q1 | $1.13M | Sell |
5,922
-9
| -0.2% | -$1.81K | 0.1% | 167 |
|
|
2021
Q4 | $1.22M | Buy |
5,931
+299
| +5% | +$63.2K | 0.1% | 167 |
|
|
2021
Q3 | $1.24M | Buy |
5,632
+526
| +10% | +$117K | 0.14% | 145 |
|
|
2021
Q2 | $724K | Buy |
5,106
+112
| +2% | +$27.1K | 0.1% | 161 |
|
|
2021
Q1 | $1.27M | Buy |
4,994
+572
| +13% | +$127K | 0.16% | 135 |
|
|
2020
Q4 | $925K | Sell |
4,422
-2,545
| -37% | -$489K | 0.13% | 160 |
|
|
2020
Q3 | $1.17M | Sell |
6,967
-960
| -12% | -$164K | 0.18% | 130 |
|
|
2020
Q2 | $1.45M | Buy |
7,927
+2,571
| +48% | +$395K | 0.25% | 102 |
|
|
2020
Q1 | $794K | Buy |
5,356
+1,727
| +48% | +$473K | 0.16% | 144 |
|
|
2019
Q4 | $1.19M | Sell |
3,629
-519
| -13% | -$184K | 0.21% | 112 |
|
|
2019
Q3 | $1.58M | Buy |
4,148
+1,799
| +77% | +$643K | 0.3% | 82 |
|
|
2019
Q2 | $853K | Sell |
2,349
-26
| -1% | -$9.48K | 0.17% | 151 |
|
|
2019
Q1 | $910K | Sell |
2,375
-493
| -17% | -$190K | 0.19% | 138 |
|
|
2018
Q4 | $925K | Buy |
2,868
+38
| +1% | +$13.1K | 0.22% | 111 |
|
|
2018
Q3 | $1.06M | Buy |
2,830
+124
| +5% | +$43.6K | 0.23% | 105 |
|
|
2018
Q2 | $905K | Buy |
2,706
+665
| +33% | +$229K | 0.22% | 121 |
|
|
2018
Q1 | $665K | Sell |
2,041
-108
| -5% | -$36.5K | 0.22% | 124 |
|
|
2017
Q4 | $634K | Sell |
2,149
-661
| -24% | -$179K | 0.21% | 134 |
|
|
2017
Q3 | $715K | Buy |
2,810
+406
| +17% | +$94.6K | 0.29% | 111 |
|
|
2017
Q2 | $475K | Buy |
2,404
+9
| +0.4% | +$1.68K | 0.22% | 129 |
|
|
2017
Q1 | $424K | Buy |
2,395
+203
| +9% | +$34.6K | 0.18% | 117 |
|
|
2016
Q4 | $341K | Buy |
+2,192
| New | +$320K | 0.16% | 120 |
|
Other funds holding BA
VCM
VPM
