Bedel Financial Consulting’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 | $297K | Sell |
1,494
-102
| -6% | -$23.2K | 0.03% | 228 |
|
|
2025
Q4 | $347K | Buy |
1,596
+365
| +30% | +$75.1K | 0.04% | 203 |
|
|
2025
Q3 | $266K | Buy |
1,231
+209
| +20% | +$47.1K | 0.03% | 233 |
|
|
2025
Q2 | $214K | Buy |
+1,022
| New | +$193K | 0.03% | 256 |
|
|
2023
Q3 | – | Sell |
-978
| Closed | -$206K | – | 237 |
|
|
2023
Q2 | $206K | Buy |
978
+36
| +4% | +$7.48K | 0.04% | 230 |
|
|
2023
Q1 | $200K | Buy |
+942
| New | +$196K | 0.05% | 219 |
|
|
2022
Q2 | – | Sell |
-906
| Closed | -$173K | – | 252 |
|
|
2022
Q1 | $173K | Sell |
906
-74
| -8% | -$14.9K | 0.05% | 198 |
|
|
2021
Q4 | $197K | Buy |
980
+137
| +16% | +$28.9K | 0.06% | 192 |
|
|
2021
Q3 | $185K | Buy |
843
+10
| +1% | +$2.23K | 0.06% | 189 |
|
|
2021
Q2 | $199K | Buy |
833
+175
| +27% | +$42.3K | 0.07% | 181 |
|
|
2021
Q1 | $167K | Sell |
658
-96
| -13% | -$21.3K | 0.06% | 189 |
|
|
2020
Q4 | $161K | Sell |
754
-240
| -24% | -$46.1K | 0.07% | 171 |
|
|
2020
Q3 | $164K | Buy |
994
+150
| +18% | +$25.6K | 0.08% | 160 |
|
|
2020
Q2 | $155K | Sell |
844
-711
| -46% | -$109K | 0.08% | 153 |
|
|
2020
Q1 | $232K | Buy |
1,555
+749
| +93% | +$205K | 0.15% | 103 |
|
|
2019
Q4 | $263K | Buy |
806
+22
| +3% | +$7.79K | 0.15% | 111 |
|
|
2019
Q3 | $298K | Buy |
784
+1
| +0.1% | +$357 | 0.18% | 105 |
|
|
2019
Q2 | $285K | Buy |
783
+121
| +18% | +$44.1K | 0.17% | 107 |
|
|
2019
Q1 | $253K | Buy |
662
+1
| +0.2% | +$385 | 0.16% | 111 |
|
|
2018
Q4 | $213K | Hold |
661
| – | – | 0.15% | 114 |
|
|
2018
Q3 | $243K | Buy |
661
+35
| +6% | +$12.3K | 0.16% | 114 |
|
|
2018
Q2 | $210K | Buy |
626
+1
| +0.2% | +$344 | 0.15% | 128 |
|
|
2018
Q1 | $205K | Buy |
+625
| New | +$211K | 0.16% | 127 |
|
Other funds holding BA
VCM
VPM
