Everett Harris & Co’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 | $1.04M | Hold |
5,246
| – | – | 0.01% | 159 |
|
|
2025
Q4 | $1.14M | Buy |
5,246
+8
| +0.2% | +$1.65K | 0.01% | 153 |
|
|
2025
Q3 | $1.13M | Buy |
5,238
+165
| +3% | +$37.2K | 0.01% | 147 |
|
|
2025
Q2 | $1.06M | Hold |
5,073
| – | – | 0.01% | 150 |
|
|
2025
Q1 | $865K | Sell |
5,073
-7
| -0.1% | -$1.21K | 0.01% | 162 |
|
|
2024
Q4 | $899K | Sell |
5,080
-9
| -0.2% | -$1.41K | 0.01% | 147 |
|
|
2024
Q3 | $774K | Sell |
5,089
-152
| -3% | -$26.1K | 0.01% | 155 |
|
|
2024
Q2 | $954K | Sell |
5,241
-6
| -0.1% | -$1.07K | 0.01% | 135 |
|
|
2024
Q1 | $1.01M | Buy |
5,247
+20
| +0.4% | +$4.11K | 0.01% | 135 |
|
|
2023
Q4 | $1.36M | Sell |
5,227
-255
| -5% | -$54.5K | 0.02% | 112 |
|
|
2023
Q3 | $1.05M | Sell |
5,482
-100
| -2% | -$21.9K | 0.02% | 130 |
|
|
2023
Q2 | $1.18M | Sell |
5,582
-275
| -5% | -$57.1K | 0.02% | 124 |
|
|
2023
Q1 | $1.24M | Buy |
5,857
+81
| +1% | +$16.8K | 0.02% | 121 |
|
|
2022
Q4 | $1.1M | Sell |
5,776
-15
| -0.3% | -$2.45K | 0.02% | 126 |
|
|
2022
Q3 | $701K | Sell |
5,791
-15
| -0.3% | -$2.3K | 0.01% | 146 |
|
|
2022
Q2 | $794K | Sell |
5,806
-836
| -13% | -$123K | 0.01% | 146 |
|
|
2022
Q1 | $1.27M | Buy |
6,642
+225
| +4% | +$45.2K | 0.02% | 124 |
|
|
2021
Q4 | $1.29M | Buy |
6,417
+41
| +0.6% | +$8.66K | 0.02% | 127 |
|
|
2021
Q3 | $1.4M | Buy |
6,376
+4
| +0.1% | +$892 | 0.02% | 119 |
|
|
2021
Q2 | $1.53M | Buy |
6,372
+116
| +2% | +$28K | 0.02% | 116 |
|
|
2021
Q1 | $1.59M | Buy |
6,256
+65
| +1% | +$14.4K | 0.03% | 110 |
|
|
2020
Q4 | $1.32M | Sell |
6,191
-937
| -13% | -$180K | 0.02% | 112 |
|
|
2020
Q3 | $1.18M | Buy |
7,128
+223
| +3% | +$38K | 0.02% | 116 |
|
|
2020
Q2 | $1.27M | Sell |
6,905
-70
| -1% | -$10.8K | 0.03% | 113 |
|
|
2020
Q1 | $1.04M | Buy |
6,975
+3,297
| +90% | +$902K | 0.03% | 119 |
|
|
2019
Q4 | $1.2M | Sell |
3,678
-10
| -0.3% | -$3.54K | 0.03% | 125 |
|
|
2019
Q3 | $1.4M | Sell |
3,688
-782
| -17% | -$280K | 0.03% | 120 |
|
|
2019
Q2 | $1.63M | Sell |
4,470
-30
| -0.7% | -$10.9K | 0.04% | 114 |
|
|
2019
Q1 | $1.72M | Buy |
4,500
+182
| +4% | +$70.1K | 0.04% | 105 |
|
|
2018
Q4 | $1.39M | Buy |
4,318
+510
| +13% | +$176K | 0.04% | 114 |
|
|
2018
Q3 | $1.42M | Buy |
3,808
+240
| +7% | +$84.3K | 0.04% | 113 |
|
|
2018
Q2 | $1.2M | Buy |
3,568
+66
| +2% | +$22.7K | 0.03% | 117 |
|
|
2018
Q1 | $1.15M | Sell |
3,502
-400
| -10% | -$135K | 0.03% | 117 |
|
|
2017
Q4 | $1.15M | Hold |
3,902
| – | – | 0.03% | 126 |
|
|
2017
Q3 | $992K | Hold |
3,902
| – | – | 0.03% | 132 |
|
|
2017
Q2 | $772K | Buy |
3,902
+140
| +4% | +$26.1K | 0.02% | 144 |
|
|
2017
Q1 | $665K | Sell |
3,762
-90
| -2% | -$15.3K | 0.02% | 155 |
|
|
2016
Q4 | $600K | Sell |
3,852
-15
| -0.4% | -$2.19K | 0.02% | 157 |
|
|
2016
Q3 | $509K | Sell |
3,867
-35
| -0.9% | -$4.61K | 0.02% | 162 |
|
|
2016
Q2 | $507K | Buy |
3,902
+15
| +0.4% | +$1.96K | 0.02% | 163 |
|
|
2016
Q1 | $493K | Sell |
3,887
-50
| -1% | -$6.21K | 0.02% | 173 |
|
|
2015
Q4 | $569K | Buy |
3,937
+760
| +24% | +$109K | 0.02% | 164 |
|
|
2015
Q3 | $416K | Buy |
3,177
+1,105
| +53% | +$153K | 0.02% | 179 |
|
|
2015
Q2 | $287K | Hold |
2,072
| – | – | 0.01% | 203 |
|
|
2015
Q1 | $311K | Hold |
2,072
| – | – | 0.01% | 195 |
|
|
2014
Q4 | $269K | Hold |
2,072
| – | – | 0.01% | 205 |
|
|
2014
Q3 | $264K | Sell |
2,072
-1,000
| -33% | -$126K | 0.01% | 206 |
|
|
2014
Q2 | $391K | Hold |
3,072
| – | – | 0.01% | 175 |
|
|
2014
Q1 | $386K | Hold |
3,072
| – | – | 0.01% | 172 |
|
|
2013
Q4 | $419K | Buy |
3,072
+150
| +5% | +$19.5K | 0.02% | 159 |
|
|
2013
Q3 | $343K | Sell |
2,922
-200
| -6% | -$21.5K | 0.01% | 160 |
|
|
2013
Q2 | $320K | Buy |
+3,122
| New | +$297K | 0.01% | 170 |
|
Other funds holding BA
VCM
VPM
