Bartlett & Co Wealth Management’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Sell
8,429
-125
-1% -$26.2K 0.02% 209
2025
Q1
$1.46M Sell
8,554
-256
-3% -$43.7K 0.02% 219
2024
Q4
$1.56M Sell
8,810
-404
-4% -$71.5K 0.02% 214
2024
Q3
$1.4M Sell
9,214
-372
-4% -$56.6K 0.02% 226
2024
Q2
$1.74M Buy
9,586
+745
+8% +$136K 0.03% 203
2024
Q1
$1.71M Buy
8,841
+268
+3% +$51.7K 0.03% 213
2023
Q4
$2.23M Sell
8,573
-383
-4% -$99.7K 0.04% 196
2023
Q3
$1.72M Buy
8,956
+245
+3% +$47K 0.03% 208
2023
Q2
$1.84M Sell
8,711
-385
-4% -$81.3K 0.03% 206
2023
Q1
$1.93M Buy
9,096
+90
+1% +$19.1K 0.04% 182
2022
Q4
$1.72M Sell
9,006
-8
-0.1% -$1.52K 0.03% 190
2022
Q3
$1.09M Sell
9,014
-24
-0.3% -$2.91K 0.02% 215
2022
Q2
$1.24M Buy
9,038
+32
+0.4% +$4.38K 0.03% 199
2022
Q1
$1.72M Sell
9,006
-95
-1% -$18.2K 0.03% 184
2021
Q4
$1.83M Buy
9,101
+511
+6% +$103K 0.03% 187
2021
Q3
$1.89M Sell
8,590
-100
-1% -$22K 0.04% 173
2021
Q2
$2.08M Sell
8,690
-445
-5% -$107K 0.04% 169
2021
Q1
$2.33M Sell
9,135
-74
-0.8% -$18.9K 0.05% 160
2020
Q4
$1.97M Buy
9,209
+45
+0.5% +$9.63K 0.04% 167
2020
Q3
$1.51M Hold
9,164
0.04% 172
2020
Q2
$1.68M Sell
9,164
-2,760
-23% -$506K 0.04% 163
2020
Q1
$1.78M Sell
11,924
-2,381
-17% -$355K 0.05% 161
2019
Q4
$4.66M Buy
14,305
+2
+0% +$652 0.11% 127
2019
Q3
$5.44M Buy
14,303
+4,928
+53% +$1.87M 0.14% 117
2019
Q2
$3.41M Sell
9,375
-144
-2% -$52.4K 0.13% 99
2019
Q1
$3.63M Sell
9,519
-425
-4% -$162K 0.14% 103
2018
Q4
$3.21M Sell
9,944
-99
-1% -$31.9K 0.14% 104
2018
Q3
$3.74M Buy
10,043
+55
+0.6% +$20.5K 0.14% 100
2018
Q2
$3.35M Sell
9,988
-129
-1% -$43.3K 0.14% 98
2018
Q1
$3.32M Buy
+10,117
New +$3.32M 0.14% 97