Bellevue Asset Management’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 | $132K | Sell |
665
-7
| -1% | -$1.59K | 0.07% | 95 |
|
|
2025
Q4 | $146K | Sell |
672
-7
| -1% | -$1.44K | 0.05% | 93 |
|
|
2025
Q3 | $147K | Sell |
679
-135
| -17% | -$30.4K | 0.07% | 89 |
|
|
2025
Q2 | $171K | Sell |
814
-130
| -14% | -$24.6K | 0.08% | 81 |
|
|
2025
Q1 | $161K | Sell |
944
-61
| -6% | -$10.6K | 0.09% | 81 |
|
|
2024
Q4 | $178K | Sell |
1,005
-64
| -6% | -$10K | 0.09% | 72 |
|
|
2024
Q3 | $163K | Hold |
1,069
| – | – | 0.08% | 76 |
|
|
2024
Q2 | $195K | Sell |
1,069
-286
| -21% | -$51K | 0.11% | 68 |
|
|
2024
Q1 | $262K | Sell |
1,355
-16
| -1% | -$3.29K | 0.15% | 57 |
|
|
2023
Q4 | $357K | Sell |
1,371
-13
| -0.9% | -$2.78K | 0.32% | 46 |
|
|
2023
Q3 | $265K | Sell |
1,384
-4
| -0.3% | -$875 | 0.18% | 46 |
|
|
2023
Q2 | $293K | Sell |
1,388
-30
| -2% | -$6.23K | 0.18% | 45 |
|
|
2023
Q1 | $301K | Sell |
1,418
-16
| -1% | -$3.32K | 0.2% | 43 |
|
|
2022
Q4 | $271K | Hold |
1,434
| – | – | 0.21% | 45 |
|
|
2022
Q3 | $180K | Sell |
1,434
-47
| -3% | -$7.21K | 0.14% | 60 |
|
|
2022
Q2 | $194K | Hold |
1,481
| – | – | 0.14% | 63 |
|
|
2022
Q1 | $287K | Sell |
1,481
-111
| -7% | -$22.3K | 0.18% | 55 |
|
|
2021
Q4 | $321K | Hold |
1,592
| – | – | 0.19% | 55 |
|
|
2021
Q3 | $353K | Sell |
1,592
-60
| -4% | -$13.4K | 0.22% | 52 |
|
|
2021
Q2 | $396K | Sell |
1,652
-290
| -15% | -$70.1K | 0.24% | 49 |
|
|
2021
Q1 | $496K | Sell |
1,942
-735
| -27% | -$163K | 0.31% | 43 |
|
|
2020
Q4 | $543K | Sell |
2,677
-195
| -7% | -$37.5K | 0.33% | 40 |
|
|
2020
Q3 | $475K | Buy |
2,872
+19
| +0.7% | +$3.24K | 0.33% | 44 |
|
|
2020
Q2 | $523K | Sell |
2,853
-273
| -9% | -$42K | 0.54% | 37 |
|
|
2020
Q1 | $402K | Buy |
3,126
+363
| +13% | +$99.4K | 0.42% | 45 |
|
|
2019
Q4 | $900K | Buy |
+2,763
| New | +$978K | 0.69% | 28 |
|
Other funds holding BA
VCM
VPM
