Beaton Management Company’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 | $1.65M | Hold |
8,284
| – | – | 0.73% | 41 |
|
|
2025
Q4 | $1.8M | Sell |
8,284
-300
| -3% | -$61.7K | 0.79% | 40 |
|
|
2025
Q3 | $1.85M | Hold |
8,584
| – | – | 0.84% | 37 |
|
|
2025
Q2 | $1.8M | Buy |
8,584
+300
| +4% | +$56.7K | 0.88% | 35 |
|
|
2025
Q1 | $1.41M | Buy |
8,284
+75
| +0.9% | +$13K | 0.73% | 45 |
|
|
2024
Q4 | $1.45M | Hold |
8,209
| – | – | 0.73% | 42 |
|
|
2024
Q3 | $1.25M | Sell |
8,209
-84
| -1% | -$14.4K | 0.63% | 51 |
|
|
2024
Q2 | $1.51M | Hold |
8,293
| – | – | 0.81% | 33 |
|
|
2024
Q1 | $1.6M | Sell |
8,293
-50
| -0.6% | -$10.3K | 0.87% | 32 |
|
|
2023
Q4 | $2.17M | Hold |
8,343
| – | – | 1.3% | 24 |
|
|
2023
Q3 | $1.6M | Hold |
8,343
| – | – | 1.04% | 31 |
|
|
2023
Q2 | $1.76M | Hold |
8,343
| – | – | 1.12% | 28 |
|
|
2023
Q1 | $1.77M | Hold |
8,343
| – | – | 1.2% | 26 |
|
|
2022
Q4 | $1.59M | Sell |
8,343
-400
| -5% | -$65.4K | 1.07% | 30 |
|
|
2022
Q3 | $1.06M | Buy |
8,743
+677
| +8% | +$104K | 0.8% | 39 |
|
|
2022
Q2 | $1.1M | Sell |
8,066
-50
| -0.6% | -$7.38K | 0.78% | 40 |
|
|
2022
Q1 | $1.55M | Sell |
8,116
-116
| -1% | -$23.3K | 0.96% | 35 |
|
|
2021
Q4 | $1.66M | Buy |
8,232
+923
| +13% | +$195K | 0.99% | 32 |
|
|
2021
Q3 | $1.61M | Buy |
7,309
+400
| +6% | +$89.2K | 1.06% | 32 |
|
|
2021
Q2 | $1.66M | Hold |
6,909
| – | – | 1.05% | 31 |
|
|
2021
Q1 | $1.76M | Buy |
6,909
+250
| +4% | +$55.6K | 1.22% | 26 |
|
|
2020
Q4 | $1.43M | Hold |
6,659
| – | – | 1.05% | 32 |
|
|
2020
Q3 | $1.1M | Buy |
6,659
+75
| +1% | +$12.8K | 0.91% | 39 |
|
|
2020
Q2 | $1.21M | Buy |
6,584
+150
| +2% | +$23.1K | 1.08% | 32 |
|
|
2020
Q1 | $960K | Buy |
6,434
+604
| +10% | +$165K | 0.96% | 38 |
|
|
2019
Q4 | $1.9M | Buy |
5,830
+25
| +0.4% | +$8.85K | 1.49% | 23 |
|
|
2019
Q3 | $2.21M | Buy |
5,805
+508
| +10% | +$182K | 1.79% | 15 |
|
|
2019
Q2 | $1.93M | Buy |
5,297
+125
| +2% | +$45.6K | 1.6% | 21 |
|
|
2019
Q1 | $1.97M | Buy |
5,172
+525
| +11% | +$202K | 1.71% | 18 |
|
|
2018
Q4 | $1.5M | Sell |
4,647
-150
| -3% | -$51.8K | 1.47% | 22 |
|
|
2018
Q3 | $1.78M | Buy |
4,797
+500
| +12% | +$176K | 1.47% | 20 |
|
|
2018
Q2 | $1.44M | Buy |
4,297
+334
| +8% | +$115K | 1.29% | 27 |
|
|
2018
Q1 | $1.3M | Hold |
3,963
| – | – | 1.2% | 28 |
|
|
2017
Q4 | $1.17M | Hold |
3,963
| – | – | 1.05% | 29 |
|
|
2017
Q3 | $1.01M | Hold |
3,963
| – | – | 0.95% | 32 |
|
|
2017
Q2 | $784K | Buy |
+3,963
| New | +$738K | 0.78% | 40 |
|
Other funds holding BA
VCM
VPM
