Dorchester Wealth Management’s Boeing BA Stock Holding History

Dorchester Wealth Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$312K	Sell	1,760 -1,590	-47%	-$250K	0.06%	118
2024 Q3	$509K	Buy	3,350 +505	+18%	+$86.6K	0.09%	97
2024 Q2	$518K	Sell	2,845 -200	-7%	-$35.6K	0.1%	94
2024 Q1	$588K	Buy	3,045 +790	+35%	+$162K	0.11%	96
2023 Q4	$588K	Hold	2,255	–	–	0.11%	93
2023 Q3	$432K	Hold	2,255	–	–	0.09%	104
2023 Q2	$476K	Hold	2,255	–	–	0.1%	98
2023 Q1	$479K	Buy	+2,255	New	+$469K	0.1%	101
2022 Q4	–	Sell	-2,642	Closed	-$320K	–	145
2022 Q3	$320K	Sell	2,642 -160	-6%	-$24.5K	0.07%	123
2022 Q2	$383K	Buy	2,802 +500	+22%	+$73.8K	0.08%	114
2022 Q1	$551K	Buy	2,302 +460	+25%	+$92.3K	0.09%	97
2021 Q4	$371K	Buy	1,842 +842	+84%	+$178K	0.07%	110
2021 Q3	$220K	Hold	1,000	–	–	0.05%	136
2021 Q2	$240K	Hold	1,000	–	–	0.06%	140
2021 Q1	$255K	Buy	+1,000	New	+$222K	0.06%	130
2020 Q3	–	Sell	-1,500	Closed	-$275K	–	133
2020 Q2	$275K	Buy	+1,500	New	+$231K	0.09%	113

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dorchester Wealth Management's BA Position: Q4 2024 in Review

Dorchester Wealth Management reduced its Boeing (BA) stake by 47% in Q4 2024, selling an estimated $250K and leaving 1,760 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #118.

Dorchester Wealth Management first reported a position in BA in Q2 2020 and has held it in 16 quarters since. The position peaked at $588K in Q4 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Dorchester Wealth Management held 1,760 shares of Boeing worth $312K as of Q4 2024.
Dorchester Wealth Management sold 1,590 Boeing shares in Q4 2024, an estimated $250K.
Boeing made up 0.06% of Dorchester Wealth Management's portfolio in Q4 2024, its #118 holding.
Dorchester Wealth Management first reported a position in Boeing in Q2 2020 and has held it in 16 quarters since.
Dorchester Wealth Management's Boeing position peaked at $588K in Q4 2023.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.