Baker Tilly Wealth 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 | $2.45M | Sell |
12,329
-63
| -0.5% | -$14.3K | 0.6% | 39 |
|
|
2025
Q4 | $2.69M | Buy |
12,392
+322
| +3% | +$66.2K | 0.66% | 36 |
|
|
2025
Q3 | $2.61M | Buy |
12,070
+99
| +0.8% | +$22.3K | 0.59% | 38 |
|
|
2025
Q2 | $2.51M | Sell |
11,971
-392
| -3% | -$74K | 0.9% | 22 |
|
|
2025
Q1 | $2.11M | Buy |
12,363
+1,470
| +13% | +$254K | 0.83% | 22 |
|
|
2024
Q4 | $1.93M | Sell |
10,893
-360
| -3% | -$56.5K | 0.76% | 27 |
|
|
2024
Q3 | $1.71M | Buy |
11,253
+2,593
| +30% | +$445K | 0.76% | 23 |
|
|
2024
Q2 | $1.58M | Sell |
8,660
-1,652
| -16% | -$294K | 0.64% | 27 |
|
|
2024
Q1 | $1.99M | Buy |
10,312
+1,860
| +22% | +$382K | 0.36% | 66 |
|
|
2023
Q4 | $2.2M | Sell |
8,452
-2,362
| -22% | -$505K | 0.36% | 60 |
|
|
2023
Q3 | $2.07M | Sell |
10,814
-20,320
| -65% | -$4.45M | 0.34% | 66 |
|
|
2023
Q2 | $6.57M | Buy |
31,134
+1,637
| +6% | +$340K | 0.69% | 25 |
|
|
2023
Q1 | $6.27M | Buy |
29,497
+3,041
| +11% | +$632K | 0.7% | 24 |
|
|
2022
Q4 | $5.04M | Buy |
26,456
+4,702
| +22% | +$769K | 0.62% | 35 |
|
|
2022
Q3 | $2.63M | Sell |
21,754
-724
| -3% | -$111K | 0.36% | 64 |
|
|
2022
Q2 | $3.07M | Buy |
22,478
+5,019
| +29% | +$740K | 0.4% | 61 |
|
|
2022
Q1 | $3.34M | Buy |
17,459
+2,126
| +14% | +$427K | 0.37% | 63 |
|
|
2021
Q4 | $3.09M | Buy |
15,333
+4,500
| +42% | +$951K | 0.33% | 61 |
|
|
2021
Q3 | $2.38M | Buy |
10,833
+1,846
| +21% | +$412K | 0.31% | 63 |
|
|
2021
Q2 | $2.15M | Buy |
8,987
+794
| +10% | +$192K | 0.35% | 61 |
|
|
2021
Q1 | $2.09M | Buy |
8,193
+6,941
| +554% | +$1.54M | 0.43% | 53 |
|
|
2020
Q4 | $268K | Buy |
+1,252
| New | +$241K | 0.08% | 262 |
|
Other funds holding BA
VCM
VPM
