Beaumont 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 | $280K | Sell |
1,409
-33
| -2% | -$7.51K | 0.02% | 305 |
|
|
2025
Q4 | $313K | Buy |
1,442
+3
| +0.2% | +$617 | 0.02% | 287 |
|
|
2025
Q3 | $311K | Buy |
1,439
+15
| +1% | +$3.38K | 0.02% | 304 |
|
|
2025
Q2 | $298K | Buy |
1,424
+61
| +4% | +$11.5K | 0.02% | 297 |
|
|
2025
Q1 | $232K | Buy |
1,363
+221
| +19% | +$38.3K | 0.02% | 332 |
|
|
2024
Q4 | $202K | Sell |
1,142
-362
| -24% | -$56.8K | 0.02% | 360 |
|
|
2024
Q3 | $229K | Sell |
1,504
-50
| -3% | -$8.57K | 0.02% | 318 |
|
|
2024
Q2 | $283K | Sell |
1,554
-36
| -2% | -$6.42K | 0.02% | 283 |
|
|
2024
Q1 | $307K | Sell |
1,590
-123
| -7% | -$25.3K | 0.03% | 274 |
|
|
2023
Q4 | $447K | Buy |
1,713
+87
| +5% | +$18.6K | 0.04% | 211 |
|
|
2023
Q3 | $312K | Sell |
1,626
-164
| -9% | -$35.9K | 0.03% | 237 |
|
|
2023
Q2 | $378K | Buy |
1,790
+121
| +7% | +$25.1K | 0.03% | 231 |
|
|
2023
Q1 | $355K | Sell |
1,669
-29
| -2% | -$6.03K | 0.04% | 223 |
|
|
2022
Q4 | $323K | Sell |
1,698
-73
| -4% | -$11.9K | 0.03% | 236 |
|
|
2022
Q3 | $214K | Sell |
1,771
-269
| -13% | -$41.3K | 0.02% | 284 |
|
|
2022
Q2 | $279K | Sell |
2,040
-189
| -8% | -$27.9K | 0.03% | 256 |
|
|
2022
Q1 | $427K | Sell |
2,229
-53
| -2% | -$10.6K | 0.03% | 232 |
|
|
2021
Q4 | $459K | Sell |
2,282
-208
| -8% | -$43.9K | 0.03% | 224 |
|
|
2021
Q3 | $547K | Sell |
2,490
-932
| -27% | -$208K | 0.04% | 191 |
|
|
2021
Q2 | $820K | Sell |
3,422
-35
| -1% | -$8.46K | 0.06% | 162 |
|
|
2021
Q1 | $881K | Sell |
3,457
-103
| -3% | -$22.9K | 0.07% | 152 |
|
|
2020
Q4 | $762K | Sell |
3,560
-684
| -16% | -$131K | 0.07% | 162 |
|
|
2020
Q3 | $701K | Sell |
4,244
-2,074
| -33% | -$353K | 0.07% | 168 |
|
|
2020
Q2 | $1.16M | Sell |
6,318
-373
| -6% | -$57.3K | 0.12% | 126 |
|
|
2020
Q1 | $998K | Sell |
6,691
-3,974
| -37% | -$1.09M | 0.13% | 105 |
|
|
2019
Q4 | $3.47M | Sell |
10,665
-22,870
| -68% | -$8.1M | 0.34% | 68 |
|
|
2019
Q3 | $12.8M | Buy |
33,535
+2,561
| +8% | +$915K | 1.27% | 29 |
|
|
2019
Q2 | $11.3M | Buy |
30,974
+15,048
| +94% | +$5.49M | 1.17% | 31 |
|
|
2019
Q1 | $6.08M | Buy |
15,926
+13,489
| +554% | +$5.19M | 0.65% | 45 |
|
|
2018
Q4 | $786K | Sell |
2,437
-200
| -8% | -$69.1K | 0.13% | 99 |
|
|
2018
Q3 | $981K | Hold |
2,637
| – | – | 0.1% | 102 |
|
|
2018
Q2 | $885K | Buy |
2,637
+38
| +1% | +$13.1K | 0.09% | 96 |
|
|
2018
Q1 | $852K | Buy |
2,599
+1,210
| +87% | +$409K | 0.1% | 102 |
|
|
2017
Q4 | $410K | Hold |
1,389
| – | – | 0.05% | 132 |
|
|
2017
Q3 | $353K | Hold |
1,389
| – | – | 0.04% | 134 |
|
|
2017
Q2 | $275K | Buy |
+1,389
| New | +$259K | 0.04% | 152 |
|
Other funds holding BA
VCM
VPM
