Bogart Wealth LLC’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 | $253K | Sell |
1,269
-698
| -35% | -$159K | 0.01% | 230 |
|
|
2025
Q4 | $427K | Buy |
1,967
+341
| +21% | +$70.1K | 0.02% | 183 |
|
|
2025
Q3 | $351K | Sell |
1,626
-277
| -15% | -$62.5K | 0.01% | 188 |
|
|
2025
Q2 | $399K | Buy |
1,903
+202
| +12% | +$38.2K | 0.02% | 177 |
|
|
2025
Q1 | $290K | Sell |
1,701
-175
| -9% | -$30.3K | 0.01% | 198 |
|
|
2024
Q4 | $332K | Buy |
1,876
+601
| +47% | +$94.3K | 0.02% | 181 |
|
|
2024
Q3 | $194K | Sell |
1,275
-74
| -5% | -$12.7K | 0.01% | 215 |
|
|
2024
Q2 | $246K | Buy |
1,349
+366
| +37% | +$65.2K | 0.01% | 194 |
|
|
2024
Q1 | $190K | Sell |
983
-62
| -6% | -$12.7K | 0.01% | 207 |
|
|
2023
Q4 | $272K | Buy |
1,045
+162
| +18% | +$34.6K | 0.02% | 185 |
|
|
2023
Q3 | $169K | Buy |
883
+64
| +8% | +$14K | 0.01% | 203 |
|
|
2023
Q2 | $173K | Hold |
819
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $174K | Sell |
819
-58
| -7% | -$12.1K | 0.01% | 185 |
|
|
2022
Q4 | $167K | Buy |
877
+40
| +5% | +$6.54K | 0.01% | 189 |
|
|
2022
Q3 | $101K | Sell |
837
-673
| -45% | -$103K | 0.01% | 216 |
|
|
2022
Q2 | $206K | Buy |
1,510
+566
| +60% | +$83.5K | 0.02% | 162 |
|
|
2022
Q1 | $181K | Sell |
944
-39
| -4% | -$7.83K | 0.02% | 162 |
|
|
2021
Q4 | $198K | Buy |
983
+3
| +0.3% | +$634 | 0.02% | 153 |
|
|
2021
Q3 | $216K | Sell |
980
-112
| -10% | -$25K | 0.02% | 144 |
|
|
2021
Q2 | $262K | Buy |
1,092
+40
| +4% | +$9.67K | 0.03% | 135 |
|
|
2021
Q1 | $268K | Buy |
1,052
+415
| +65% | +$92.2K | 0.04% | 129 |
|
|
2020
Q4 | $136K | Sell |
637
-284
| -31% | -$54.6K | 0.03% | 145 |
|
|
2020
Q3 | $152K | Sell |
921
-7
| -0.8% | -$1.19K | 0.03% | 133 |
|
|
2020
Q2 | $170K | Buy |
928
+100
| +12% | +$15.4K | 0.04% | 120 |
|
|
2020
Q1 | $124K | Buy |
828
+107
| +15% | +$29.3K | 0.03% | 126 |
|
|
2019
Q4 | $235K | Buy |
721
+65
| +10% | +$23K | 0.08% | 110 |
|
|
2019
Q3 | $250K | Buy |
656
+221
| +51% | +$79K | 0.12% | 88 |
|
|
2019
Q2 | $158K | Hold |
435
| – | – | 0.1% | 101 |
|
|
2019
Q1 | $165K | Hold |
435
| – | – | 0.08% | 95 |
|
|
2018
Q4 | $140K | Hold |
435
| – | – | 0.07% | 91 |
|
|
2018
Q3 | $162K | Hold |
435
| – | – | 0.09% | 79 |
|
|
2018
Q2 | $145K | Hold |
435
| – | – | 0.09% | 82 |
|
|
2018
Q1 | $146K | Hold |
435
| – | – | 0.08% | 79 |
|
|
2017
Q4 | $128K | Sell |
435
-348
| -44% | -$94.2K | 0.08% | 81 |
|
|
2017
Q3 | $202K | Buy |
+783
| New | +$183K | 0.15% | 62 |
|
Other funds holding BA
VCM
VPM
Bogart Wealth LLC's BA Position: Q1 2026 in Review
Bogart Wealth LLC reduced its Boeing (BA) stake by 35% in Q1 2026, selling an estimated $159K and leaving 1,269 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #230.
Bogart Wealth LLC first reported a position in BA in Q3 2017 and has held it in 35 quarters since. The position peaked at $427K in Q4 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Bogart Wealth LLC held 1,269 shares of Boeing worth $253K as of Q1 2026.
- Bogart Wealth LLC sold 698 Boeing shares in Q1 2026, an estimated $159K.
- Boeing made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #230 holding.
- Bogart Wealth LLC first reported a position in Boeing in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's Boeing position peaked at $427K in Q4 2025.
- 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.