Choate Investment 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 | $1.34M | Buy |
6,741
+14
| +0.2% | +$3.19K | 0.03% | 200 |
|
|
2025
Q4 | $1.46M | Sell |
6,727
-1,323
| -16% | -$272K | 0.03% | 194 |
|
|
2025
Q3 | $1.74M | Sell |
8,050
-93
| -1% | -$21K | 0.04% | 162 |
|
|
2025
Q2 | $1.71M | Sell |
8,143
-1,021
| -11% | -$193K | 0.04% | 153 |
|
|
2025
Q1 | $1.56M | Sell |
9,164
-343
| -4% | -$59.4K | 0.04% | 151 |
|
|
2024
Q4 | $1.68M | Buy |
9,507
+335
| +4% | +$52.6K | 0.04% | 152 |
|
|
2024
Q3 | $1.39M | Buy |
9,172
+31
| +0.3% | +$5.32K | 0.04% | 164 |
|
|
2024
Q2 | $1.66M | Sell |
9,141
-998
| -10% | -$178K | 0.04% | 146 |
|
|
2024
Q1 | $1.96M | Buy |
10,139
+847
| +9% | +$174K | 0.05% | 145 |
|
|
2023
Q4 | $2.42M | Sell |
9,292
-54
| -0.6% | -$11.5K | 0.08% | 118 |
|
|
2023
Q3 | $1.79M | Buy |
9,346
+810
| +9% | +$177K | 0.07% | 113 |
|
|
2023
Q2 | $1.8M | Buy |
8,536
+2,550
| +43% | +$530K | 0.08% | 101 |
|
|
2023
Q1 | $1.27M | Hold |
5,986
| – | – | 0.06% | 114 |
|
|
2022
Q4 | $1.14M | Buy |
5,986
+470
| +9% | +$76.9K | 0.07% | 112 |
|
|
2022
Q3 | $667K | Sell |
5,516
-42
| -0.8% | -$6.44K | 0.04% | 136 |
|
|
2022
Q2 | $760K | Buy |
5,558
+354
| +7% | +$52.2K | 0.05% | 135 |
|
|
2022
Q1 | $997K | Sell |
5,204
-720
| -12% | -$145K | 0.05% | 141 |
|
|
2021
Q4 | $1.19M | Sell |
5,924
-488
| -8% | -$103K | 0.07% | 121 |
|
|
2021
Q3 | $1.41M | Buy |
6,412
+90
| +1% | +$20.1K | 0.09% | 94 |
|
|
2021
Q2 | $1.51M | Sell |
6,322
-739
| -10% | -$179K | 0.09% | 89 |
|
|
2021
Q1 | $1.8M | Buy |
7,061
+1,486
| +27% | +$330K | 0.11% | 79 |
|
|
2020
Q4 | $1.19M | Buy |
5,575
+170
| +3% | +$32.7K | 0.07% | 94 |
|
|
2020
Q3 | $893K | Buy |
5,405
+70
| +1% | +$11.9K | 0.06% | 108 |
|
|
2020
Q2 | $978K | Buy |
5,335
+139
| +3% | +$21.4K | 0.07% | 98 |
|
|
2020
Q1 | $775K | Buy |
5,196
+997
| +24% | +$273K | 0.06% | 115 |
|
|
2019
Q4 | $1.37M | Hold |
4,199
| – | – | 0.08% | 91 |
|
|
2019
Q3 | $1.6M | Hold |
4,199
| – | – | 0.1% | 86 |
|
|
2019
Q2 | $1.53M | Hold |
4,199
| – | – | 0.09% | 86 |
|
|
2019
Q1 | $1.6M | Buy |
4,199
+795
| +23% | +$306K | 0.09% | 82 |
|
|
2018
Q4 | $1.1M | Sell |
3,404
-795
| -19% | -$275K | 0.07% | 98 |
|
|
2018
Q3 | $1.56M | Sell |
4,199
-75
| -2% | -$26.3K | 0.09% | 74 |
|
|
2018
Q2 | $1.43M | Sell |
4,274
-387
| -8% | -$133K | 0.08% | 93 |
|
|
2018
Q1 | $1.53M | Buy |
4,661
+350
| +8% | +$118K | 0.08% | 94 |
|
|
2017
Q4 | $1.27M | Sell |
4,311
-159
| -4% | -$43K | 0.07% | 112 |
|
|
2017
Q3 | $1.14M | Buy |
4,470
+5
| +0.1% | +$1.17K | 0.06% | 115 |
|
|
2017
Q2 | $883K | Sell |
4,465
-150
| -3% | -$27.9K | 0.05% | 129 |
|
|
2017
Q1 | $816K | Hold |
4,615
| – | – | 0.05% | 131 |
|
|
2016
Q4 | $718K | Sell |
4,615
-42
| -0.9% | -$6.13K | 0.05% | 130 |
|
|
2016
Q3 | $614K | Buy |
4,657
+2,034
| +78% | +$268K | 0.04% | 142 |
|
|
2016
Q2 | $341K | Hold |
2,623
| – | – | 0.02% | 180 |
|
|
2016
Q1 | $333K | Sell |
2,623
-109
| -4% | -$13.5K | 0.02% | 190 |
|
|
2015
Q4 | $355K | Buy |
2,732
+35
| +1% | +$5.04K | 0.03% | 202 |
|
|
2015
Q3 | $353K | Buy |
2,697
+12
| +0.4% | +$1.66K | 0.02% | 188 |
|
|
2015
Q2 | $372K | Hold |
2,685
| – | – | 0.02% | 191 |
|
|
2015
Q1 | $403K | Sell |
2,685
-47
| -2% | -$6.84K | 0.02% | 187 |
|
|
2014
Q4 | $355K | Sell |
2,732
-2,390
| -47% | -$303K | 0.02% | 204 |
|
|
2014
Q3 | $652K | Hold |
5,122
| – | – | 0.04% | 153 |
|
|
2014
Q2 | $652K | Sell |
5,122
-477
| -9% | -$62.3K | 0.04% | 152 |
|
|
2014
Q1 | $703K | Buy |
5,599
+14
| +0.3% | +$1.82K | 0.04% | 153 |
|
|
2013
Q4 | $762K | Buy |
5,585
+725
| +15% | +$94.2K | 0.05% | 137 |
|
|
2013
Q3 | $571K | Hold |
4,860
| – | – | 0.04% | 157 |
|
|
2013
Q2 | $498K | Buy |
+4,860
| New | +$462K | 0.04% | 166 |
|
Other funds holding BA
VCM
VPM
