Equitable Trust’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 | $4.22M | Sell |
21,208
-3,253
| -13% | -$741K | 0.19% | 97 |
|
|
2025
Q4 | $5.31M | Buy |
24,461
+93
| +0.4% | +$19.1K | 0.24% | 80 |
|
|
2025
Q3 | $5.26M | Buy |
24,368
+402
| +2% | +$90.6K | 0.24% | 80 |
|
|
2025
Q2 | $5.02M | Sell |
23,966
-2,486
| -9% | -$470K | 0.25% | 79 |
|
|
2025
Q1 | $4.51M | Sell |
26,452
-1,746
| -6% | -$302K | 0.25% | 77 |
|
|
2024
Q4 | $4.99M | Buy |
28,198
+3,065
| +12% | +$481K | 0.28% | 72 |
|
|
2024
Q3 | $3.82M | Buy |
25,133
+22,373
| +811% | +$3.84M | 0.25% | 90 |
|
|
2024
Q2 | $502K | Sell |
2,760
-612
| -18% | -$109K | 0.03% | 299 |
|
|
2024
Q1 | $651K | Buy |
+3,372
| New | +$693K | 0.05% | 254 |
|
|
2021
Q4 | – | Sell |
-1,784
| Closed | -$392K | – | 375 |
|
|
2021
Q3 | $392K | Sell |
1,784
-173
| -9% | -$38.6K | 0.03% | 262 |
|
|
2021
Q2 | $468K | Sell |
1,957
-145
| -7% | -$35.1K | 0.03% | 256 |
|
|
2021
Q1 | $535K | Buy |
2,102
+81
| +4% | +$18K | 0.04% | 238 |
|
|
2020
Q4 | $432K | Sell |
2,021
-1,310
| -39% | -$252K | 0.03% | 259 |
|
|
2020
Q3 | $550K | Buy |
3,331
+1,950
| +141% | +$332K | 0.05% | 226 |
|
|
2020
Q2 | $253K | Buy |
+1,381
| New | +$212K | 0.02% | 283 |
|
|
2020
Q1 | – | Sell |
-2,207
| Closed | -$719K | – | 306 |
|
|
2019
Q4 | $719K | Sell |
2,207
-230
| -9% | -$81.4K | 0.07% | 170 |
|
|
2019
Q3 | $927K | Sell |
2,437
-2,266
| -48% | -$810K | 0.1% | 154 |
|
|
2019
Q2 | $1.71M | Sell |
4,703
-311
| -6% | -$113K | 0.18% | 112 |
|
|
2019
Q1 | $1.91M | Buy |
5,014
+3,822
| +321% | +$1.47M | 0.22% | 103 |
|
|
2018
Q4 | $385K | Sell |
1,192
-20
| -2% | -$6.91K | 0.05% | 198 |
|
|
2018
Q3 | $451K | Buy |
1,212
+270
| +29% | +$94.9K | 0.05% | 211 |
|
|
2018
Q2 | $316K | Buy |
+942
| New | +$324K | 0.04% | 227 |
|
Other funds holding BA
VCM
VPM
