Aull & Monroe Investment 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 | $1.24M | Sell |
6,230
-200
| -3% | -$45.5K | 0.58% | 51 |
|
|
2025
Q4 | $1.4M | Hold |
6,430
| – | – | 0.7% | 46 |
|
|
2025
Q3 | $1.39M | Sell |
6,430
-100
| -2% | -$22.5K | 0.71% | 48 |
|
|
2025
Q2 | $1.37M | Sell |
6,530
-1,300
| -17% | -$246K | 0.73% | 45 |
|
|
2025
Q1 | $1.34M | Sell |
7,830
-721
| -8% | -$125K | 0.66% | 50 |
|
|
2024
Q4 | $1.51M | Sell |
8,551
-1,700
| -17% | -$267K | 0.77% | 48 |
|
|
2024
Q3 | $1.56M | Sell |
10,251
-374
| -4% | -$64.1K | 0.72% | 49 |
|
|
2024
Q2 | $1.93M | Sell |
10,625
-500
| -4% | -$89.1K | 0.95% | 37 |
|
|
2024
Q1 | $2.15M | Sell |
11,125
-13
| -0.1% | -$2.67K | 0.98% | 37 |
|
|
2023
Q4 | $2.9M | Hold |
11,138
| – | – | 1.43% | 25 |
|
|
2023
Q3 | $2.13M | Sell |
11,138
-100
| -0.9% | -$21.9K | 1.11% | 28 |
|
|
2023
Q2 | $2.37M | Sell |
11,238
-8
| -0.1% | -$1.66K | 1.19% | 30 |
|
|
2023
Q1 | $2.39M | Sell |
11,246
-617
| -5% | -$128K | 1.22% | 28 |
|
|
2022
Q4 | $2.26M | Sell |
11,863
-350
| -3% | -$57.2K | 1.12% | 32 |
|
|
2022
Q3 | $1.48M | Sell |
12,213
-587
| -5% | -$90K | 0.81% | 42 |
|
|
2022
Q2 | $1.75M | Sell |
12,800
-25
| -0.2% | -$3.69K | 0.89% | 40 |
|
|
2022
Q1 | $2.46M | Sell |
12,825
-150
| -1% | -$30.1K | 1.11% | 32 |
|
|
2021
Q4 | $2.61M | Sell |
12,975
-300
| -2% | -$63.4K | 1.16% | 31 |
|
|
2021
Q3 | $2.92M | Sell |
13,275
-32
| -0.2% | -$7.14K | 1.44% | 23 |
|
|
2021
Q2 | $3.19M | Hold |
13,307
| – | – | 1.51% | 23 |
|
|
2021
Q1 | $3.39M | Sell |
13,307
-400
| -3% | -$88.9K | 1.65% | 17 |
|
|
2020
Q4 | $2.93M | Sell |
13,707
-100
| -0.7% | -$19.2K | 1.56% | 19 |
|
|
2020
Q3 | $2.28M | Sell |
13,807
-500
| -3% | -$85.2K | 1.34% | 22 |
|
|
2020
Q2 | $2.62M | Buy |
14,307
+48
| +0.3% | +$7.38K | 1.62% | 17 |
|
|
2020
Q1 | $2.13M | Sell |
14,259
-225
| -2% | -$61.6K | 1.43% | 21 |
|
|
2019
Q4 | $4.72M | Buy |
14,484
+50
| +0.3% | +$17.7K | 2.39% | 10 |
|
|
2019
Q3 | $5.49M | Sell |
14,434
-50
| -0.3% | -$17.9K | 2.9% | 6 |
|
|
2019
Q2 | $5.27M | Sell |
14,484
-435
| -3% | -$159K | 2.8% | 4 |
|
|
2019
Q1 | $5.69M | Sell |
14,919
-950
| -6% | -$366K | 3.05% | 3 |
|
|
2018
Q4 | $5.12M | Sell |
15,869
-925
| -6% | -$320K | 2.92% | 3 |
|
|
2018
Q3 | $6.25M | Buy |
16,794
+5
| +0% | +$1.76K | 3.01% | 3 |
|
|
2018
Q2 | $5.63M | Sell |
16,789
-355
| -2% | -$122K | 2.89% | 3 |
|
|
2018
Q1 | $5.62M | Sell |
17,144
-283
| -2% | -$95.6K | 2.93% | 3 |
|
|
2017
Q4 | $5.14M | Sell |
17,427
-830
| -5% | -$225K | 2.59% | 6 |
|
|
2017
Q3 | $4.64M | Sell |
18,257
-100
| -0.5% | -$23.3K | 2.39% | 7 |
|
|
2017
Q2 | $3.63M | Hold |
18,357
| – | – | 1.94% | 14 |
|
|
2017
Q1 | $3.25M | Sell |
18,357
-200
| -1% | -$34.1K | 1.74% | 17 |
|
|
2016
Q4 | $2.89M | Hold |
18,557
| – | – | 1.62% | 19 |
|
|
2016
Q3 | $2.44M | Sell |
18,557
-400
| -2% | -$52.7K | 1.41% | 21 |
|
|
2016
Q2 | $2.46M | Hold |
18,957
| – | – | 1.42% | 21 |
|
|
2016
Q1 | $2.41M | Buy |
18,957
+100
| +0.5% | +$12.4K | 1.44% | 21 |
|
|
2015
Q4 | $2.73M | Sell |
18,857
-100
| -0.5% | -$14.4K | 1.69% | 15 |
|
|
2015
Q3 | $2.48M | Sell |
18,957
-148
| -0.8% | -$20.5K | 1.61% | 20 |
|
|
2015
Q2 | $2.74M | Sell |
19,105
-74
| -0.4% | -$10.8K | 1.61% | 21 |
|
|
2015
Q1 | $2.88M | Sell |
19,179
-325
| -2% | -$47.3K | 1.62% | 21 |
|
|
2014
Q4 | $2.54M | Sell |
19,504
-1,350
| -6% | -$171K | 1.38% | 25 |
|
|
2014
Q3 | $2.66M | Buy |
20,854
+848
| +4% | +$107K | 1.41% | 24 |
|
|
2014
Q2 | $2.54M | Sell |
20,006
-200
| -1% | -$26.1K | 1.36% | 25 |
|
|
2014
Q1 | $2.54M | Sell |
20,206
-300
| -1% | -$39.1K | 1.45% | 24 |
|
|
2013
Q4 | $2.8M | Sell |
20,506
-425
| -2% | -$55.2K | 1.63% | 22 |
|
|
2013
Q3 | $2.46M | Hold |
20,931
| – | – | 1.59% | 22 |
|
|
2013
Q2 | $2.14M | Buy |
+20,931
| New | +$1.99M | 1.44% | 22 |
|
Other funds holding BA
VCM
VPM
