Baltimore-Washington Financial 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 | $423K | Buy |
2,123
+964
| +83% | +$220K | 0.02% | 128 |
|
|
2025
Q4 | $252K | Sell |
1,159
-11
| -0.9% | -$2.26K | 0.01% | 171 |
|
|
2025
Q3 | $253K | Buy |
1,170
+64
| +6% | +$14.4K | 0.01% | 158 |
|
|
2025
Q2 | $232K | Buy |
+1,106
| New | +$209K | 0.01% | 157 |
|
|
2025
Q1 | – | Sell |
-1,158
| Closed | -$205K | – | 158 |
|
|
2024
Q4 | $205K | Buy |
+1,158
| New | +$182K | 0.01% | 149 |
|
|
2024
Q2 | – | Sell |
-1,045
| Closed | -$202K | – | 141 |
|
|
2024
Q1 | $202K | Sell |
1,045
-49
| -4% | -$10.1K | 0.01% | 122 |
|
|
2023
Q4 | $285K | Buy |
1,094
+35
| +3% | +$7.49K | 0.02% | 124 |
|
|
2023
Q3 | $203K | Buy |
1,059
+15
| +1% | +$3.28K | 0.02% | 140 |
|
|
2023
Q2 | $220K | Sell |
1,044
-149
| -12% | -$30.9K | 0.02% | 128 |
|
|
2023
Q1 | $253K | Hold |
1,193
| – | – | 0.02% | 126 |
|
|
2022
Q4 | $227K | Buy |
+1,193
| New | +$195K | 0.02% | 131 |
|
|
2022
Q3 | – | Sell |
-1,703
| Closed | -$232K | – | 148 |
|
|
2022
Q2 | $232K | Buy |
1,703
+76
| +5% | +$11.2K | 0.02% | 117 |
|
|
2022
Q1 | $414K | Buy |
+1,627
| New | +$327K | 0.04% | 113 |
|
|
2021
Q4 | – | Sell |
-2,066
| Closed | -$436K | – | 108 |
|
|
2021
Q3 | $454K | Sell |
2,066
-139
| -6% | -$31K | 0.04% | 95 |
|
|
2021
Q2 | $528K | Buy |
2,205
+578
| +36% | +$140K | 0.05% | 95 |
|
|
2021
Q1 | $414K | Hold |
1,627
| – | – | 0.04% | 97 |
|
|
2020
Q4 | $348K | Buy |
1,627
+61
| +4% | +$11.7K | 0.04% | 99 |
|
|
2020
Q3 | $258K | Sell |
1,566
-134
| -8% | -$22.8K | 0.03% | 103 |
|
|
2020
Q2 | $297K | Buy |
+1,700
| New | +$261K | 0.04% | 101 |
|
|
2020
Q1 | – | Sell |
-1,323
| Closed | -$431K | – | 113 |
|
|
2019
Q4 | $431K | Sell |
1,323
-121
| -8% | -$42.8K | 0.06% | 92 |
|
|
2019
Q3 | $549K | Buy |
1,444
+21
| +1% | +$7.51K | 0.09% | 87 |
|
|
2019
Q2 | $518K | Buy |
1,423
+100
| +8% | +$36.5K | 0.09% | 84 |
|
|
2019
Q1 | $504K | Sell |
1,323
-27
| -2% | -$10.4K | 0.09% | 83 |
|
|
2018
Q4 | $435K | Hold |
1,350
| – | – | 0.09% | 78 |
|
|
2018
Q3 | $502K | Hold |
1,350
| – | – | 0.09% | 77 |
|
|
2018
Q2 | $452K | Hold |
1,350
| – | – | 0.09% | 73 |
|
|
2018
Q1 | $442K | Buy |
1,350
+25
| +2% | +$8.45K | 0.1% | 69 |
|
|
2017
Q4 | $390K | Buy |
1,325
+316
| +31% | +$85.5K | 0.08% | 72 |
|
|
2017
Q3 | $256K | Buy |
+1,009
| New | +$235K | 0.06% | 72 |
|
|
2015
Q4 | – | Sell |
-76
| Closed | -$9K | – | 101 |
|
|
2015
Q3 | $9K | Hold |
76
| – | – | ﹤0.01% | 197 |
|
|
2015
Q2 | $10K | Hold |
76
| – | – | ﹤0.01% | 182 |
|
|
2015
Q1 | $11K | Sell |
76
-5
| -6% | -$728 | ﹤0.01% | 206 |
|
|
2014
Q4 | $11K | Sell |
81
-150
| -65% | -$19K | ﹤0.01% | 205 |
|
|
2014
Q3 | $29K | Sell |
231
-595
| -72% | -$74.9K | 0.01% | 161 |
|
|
2014
Q2 | $105K | Buy |
826
+750
| +987% | +$97.9K | 0.03% | 126 |
|
|
2014
Q1 | $10K | Sell |
76
-600
| -89% | -$78.2K | ﹤0.01% | 197 |
|
|
2013
Q4 | $92K | Hold |
676
| – | – | 0.03% | 132 |
|
|
2013
Q3 | $79K | Buy |
676
+600
| +789% | +$64.6K | 0.03% | 103 |
|
|
2013
Q2 | $8K | Buy |
+76
| New | +$7.22K | ﹤0.01% | 157 |
|
Other funds holding BA
VCM
VPM
