Evergreen Capital Management’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 | $2.75M | Buy |
13,814
+6,295
| +84% | +$1.43M | 0.06% | 269 |
|
|
2025
Q4 | $1.63M | Sell |
7,519
-1,715
| -19% | -$353K | 0.04% | 356 |
|
|
2025
Q3 | $1.99M | Buy |
9,234
+906
| +11% | +$204K | 0.05% | 286 |
|
|
2025
Q2 | $1.74M | Buy |
8,328
+1,673
| +25% | +$316K | 0.05% | 282 |
|
|
2025
Q1 | $1.13M | Sell |
6,655
-2
| -0% | -$346 | 0.04% | 315 |
|
|
2024
Q4 | $1.18M | Buy |
6,657
+615
| +10% | +$96.5K | 0.04% | 313 |
|
|
2024
Q3 | $919K | Sell |
6,042
-218
| -3% | -$37.4K | 0.03% | 336 |
|
|
2024
Q2 | $1.14M | Buy |
6,260
+191
| +3% | +$34K | 0.04% | 293 |
|
|
2024
Q1 | $1.17M | Buy |
6,069
+226
| +4% | +$46.4K | 0.04% | 280 |
|
|
2023
Q4 | $1.52M | Sell |
5,843
-237
| -4% | -$50.7K | 0.06% | 248 |
|
|
2023
Q3 | $1.17M | Sell |
6,080
-44
| -0.7% | -$9.63K | 0.05% | 271 |
|
|
2023
Q2 | $1.29M | Buy |
6,124
+36
| +0.6% | +$7.48K | 0.05% | 262 |
|
|
2023
Q1 | $1.29M | Buy |
6,088
+449
| +8% | +$93.3K | 0.06% | 258 |
|
|
2022
Q4 | $1.07M | Buy |
5,639
+189
| +3% | +$30.9K | 0.05% | 269 |
|
|
2022
Q3 | $660K | Buy |
5,450
+1,256
| +30% | +$193K | 0.03% | 304 |
|
|
2022
Q2 | $573K | Sell |
4,194
-589
| -12% | -$86.9K | 0.03% | 310 |
|
|
2022
Q1 | $916K | Buy |
4,783
+286
| +6% | +$57.4K | 0.04% | 294 |
|
|
2021
Q4 | $905K | Sell |
4,497
-1,296
| -22% | -$274K | 0.04% | 296 |
|
|
2021
Q3 | $1.27M | Buy |
5,793
+563
| +11% | +$126K | 0.06% | 255 |
|
|
2021
Q2 | $1.25M | Sell |
5,230
-303
| -5% | -$73.3K | 0.06% | 249 |
|
|
2021
Q1 | $1.41M | Sell |
5,533
-715
| -11% | -$159K | 0.07% | 224 |
|
|
2020
Q4 | $1.34M | Buy |
6,248
+675
| +12% | +$130K | 0.08% | 202 |
|
|
2020
Q3 | $921K | Sell |
5,573
-105
| -2% | -$17.9K | 0.06% | 208 |
|
|
2020
Q2 | $1.04M | Buy |
5,678
+455
| +9% | +$69.9K | 0.08% | 187 |
|
|
2020
Q1 | $779K | Sell |
5,223
-284
| -5% | -$77.7K | 0.07% | 188 |
|
|
2019
Q4 | $1.79M | Buy |
5,507
+774
| +16% | +$274K | 0.15% | 130 |
|
|
2019
Q3 | $1.8M | Buy |
4,733
+1,346
| +40% | +$481K | 0.17% | 122 |
|
|
2019
Q2 | $1.23M | Sell |
3,387
-115
| -3% | -$41.9K | 0.12% | 142 |
|
|
2019
Q1 | $1.34M | Sell |
3,502
-548
| -14% | -$211K | 0.13% | 133 |
|
|
2018
Q4 | $1.31M | Buy |
4,050
+564
| +16% | +$195K | 0.14% | 139 |
|
|
2018
Q3 | $1.3M | Sell |
3,486
-35
| -1% | -$12.3K | 0.11% | 139 |
|
|
2018
Q2 | $1.18M | Sell |
3,521
-594
| -14% | -$204K | 0.11% | 136 |
|
|
2018
Q1 | $1.35M | Buy |
4,115
+1,442
| +54% | +$487K | 0.13% | 125 |
|
|
2017
Q4 | $788K | Buy |
+2,673
| New | +$724K | 0.08% | 147 |
|
|
2017
Q3 | – | Sell |
-2,050
| Closed | -$405K | – | 183 |
|
|
2017
Q2 | $405K | Sell |
2,050
-100
| -5% | -$18.6K | 0.07% | 106 |
|
|
2017
Q1 | $380K | Sell |
2,150
-200
| -9% | -$34.1K | 0.08% | 90 |
|
|
2016
Q4 | $366K | Buy |
2,350
+100
| +4% | +$14.6K | 0.07% | 99 |
|
|
2016
Q3 | $296K | Hold |
2,250
| – | – | 0.06% | 94 |
|
|
2016
Q2 | $292K | Hold |
2,250
| – | – | 0.06% | 86 |
|
|
2016
Q1 | $286K | Sell |
2,250
-202
| -8% | -$25.1K | 0.07% | 80 |
|
|
2015
Q4 | $354K | Hold |
2,452
| – | – | 0.08% | 80 |
|
|
2015
Q3 | $321K | Buy |
2,452
+302
| +14% | +$41.9K | 0.08% | 76 |
|
|
2015
Q2 | $298K | Sell |
2,150
-30
| -1% | -$4.38K | 0.07% | 78 |
|
|
2015
Q1 | $328K | Buy |
2,180
+30
| +1% | +$4.37K | 0.07% | 88 |
|
|
2014
Q4 | $274K | Hold |
2,150
| – | – | 0.05% | 89 |
|
|
2014
Q3 | $274K | Hold |
2,150
| – | – | 0.05% | 92 |
|
|
2014
Q2 | $274K | Sell |
2,150
-202
| -9% | -$26.4K | 0.05% | 92 |
|
|
2014
Q1 | $295K | Sell |
2,352
-100
| -4% | -$13K | 0.06% | 80 |
|
|
2013
Q4 | $335K | Sell |
2,452
-900
| -27% | -$117K | 0.06% | 88 |
|
|
2013
Q3 | $393K | Buy |
3,352
+250
| +8% | +$26.9K | 0.06% | 102 |
|
|
2013
Q2 | $317K | Buy |
+3,102
| New | +$295K | 0.05% | 106 |
|
Other funds holding BA
VCM
VPM
