Aureus Asset 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 | $1.53M | Sell |
7,704
-9,692
| -56% | -$2.21M | 0.1% | 88 |
|
|
2025
Q4 | $3.78M | Buy |
17,396
+15,896
| +1,060% | +$3.27M | 0.24% | 55 |
|
|
2025
Q3 | $324K | Hold |
1,500
| – | – | 0.02% | 160 |
|
|
2025
Q2 | $314K | Hold |
1,500
| – | – | 0.02% | 164 |
|
|
2025
Q1 | $256K | Hold |
1,500
| – | – | 0.02% | 171 |
|
|
2024
Q4 | $266K | Hold |
1,500
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $228K | Sell |
1,500
-110
| -7% | -$18.9K | 0.01% | 187 |
|
|
2024
Q2 | $293K | Hold |
1,610
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $311K | Sell |
1,610
-1,674
| -51% | -$344K | 0.02% | 154 |
|
|
2023
Q4 | $856K | Hold |
3,284
| – | – | 0.06% | 92 |
|
|
2023
Q3 | $629K | Hold |
3,284
| – | – | 0.05% | 106 |
|
|
2023
Q2 | $693K | Hold |
3,284
| – | – | 0.05% | 103 |
|
|
2023
Q1 | $698K | Sell |
3,284
-10,840
| -77% | -$2.25M | 0.06% | 103 |
|
|
2022
Q4 | $2.69M | Buy |
+14,124
| New | +$2.31M | 0.23% | 61 |
|
|
2020
Q4 | – | Sell |
-4,250
| Closed | -$702K | – | 186 |
|
|
2020
Q3 | $702K | Hold |
4,250
| – | – | 0.07% | 97 |
|
|
2020
Q2 | $779K | Sell |
4,250
-250
| -6% | -$38.4K | 0.08% | 87 |
|
|
2020
Q1 | $671K | Sell |
4,500
-5,111
| -53% | -$1.4M | 0.09% | 83 |
|
|
2019
Q4 | $3.13M | Buy |
9,611
+80
| +0.8% | +$28.3K | 0.35% | 43 |
|
|
2019
Q3 | $3.63M | Buy |
9,531
+130
| +1% | +$46.5K | 0.45% | 40 |
|
|
2019
Q2 | $3.42M | Buy |
9,401
+790
| +9% | +$288K | 0.42% | 41 |
|
|
2019
Q1 | $3.28M | Buy |
8,611
+287
| +3% | +$110K | 0.44% | 40 |
|
|
2018
Q4 | $2.68M | Buy |
8,324
+295
| +4% | +$102K | 0.42% | 44 |
|
|
2018
Q3 | $2.99M | Buy |
8,029
+30
| +0.4% | +$10.5K | 0.38% | 43 |
|
|
2018
Q2 | $2.68M | Sell |
7,999
-10
| -0.1% | -$3.44K | 0.37% | 46 |
|
|
2018
Q1 | $2.63M | Sell |
8,009
-239
| -3% | -$80.7K | 0.39% | 47 |
|
|
2017
Q4 | $2.43M | Buy |
8,248
+280
| +4% | +$75.8K | 0.38% | 46 |
|
|
2017
Q3 | $2.03M | Buy |
7,968
+150
| +2% | +$35K | 0.32% | 49 |
|
|
2017
Q2 | $1.55M | Buy |
7,818
+5,250
| +204% | +$977K | 0.26% | 52 |
|
|
2017
Q1 | $472K | Buy |
2,568
+467
| +22% | +$79.5K | 0.08% | 103 |
|
|
2016
Q4 | $327K | Buy |
2,101
+100
| +5% | +$14.6K | 0.06% | 106 |
|
|
2016
Q3 | $264K | Buy |
+2,001
| New | +$264K | 0.05% | 120 |
|
|
2016
Q2 | – | Sell |
-1,810
| Closed | -$230K | – | 131 |
|
|
2016
Q1 | $230K | Sell |
1,810
-393
| -18% | -$48.8K | 0.05% | 92 |
|
|
2015
Q4 | $319K | Buy |
2,203
+27
| +1% | +$3.89K | 0.07% | 96 |
|
|
2015
Q3 | $285K | Buy |
2,176
+721
| +50% | +$100K | 0.07% | 116 |
|
|
2015
Q2 | $202K | Hold |
1,455
| – | – | 0.04% | 166 |
|
|
2015
Q1 | $218K | Buy |
+1,455
| New | +$212K | 0.05% | 139 |
|
Other funds holding BA
VCM
VPM
