Evermay Wealth 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 | $214K | Buy |
1,075
+98
| +10% | +$22.3K | 0.02% | 186 |
|
|
2025
Q4 | $212K | Buy |
977
+4
| +0.4% | +$823 | 0.02% | 194 |
|
|
2025
Q3 | $210K | Sell |
973
-18
| -2% | -$4.06K | 0.02% | 192 |
|
|
2025
Q2 | $208K | Buy |
991
+190
| +24% | +$35.9K | 0.03% | 190 |
|
|
2025
Q1 | $137K | Buy |
801
+578
| +259% | +$100K | 0.02% | 226 |
|
|
2024
Q4 | $39.5K | Sell |
223
-168
| -43% | -$26.4K | 0.01% | 336 |
|
|
2024
Q3 | $59.4K | Sell |
391
-197
| -34% | -$33.8K | 0.01% | 320 |
|
|
2024
Q2 | $107K | Sell |
588
-245
| -29% | -$43.7K | 0.02% | 261 |
|
|
2024
Q1 | $161K | Buy |
833
+5
| +0.6% | +$1.03K | 0.02% | 213 |
|
|
2023
Q4 | $216K | Buy |
828
+11
| +1% | +$2.35K | 0.04% | 175 |
|
|
2023
Q3 | $157K | Hold |
817
| – | – | 0.03% | 187 |
|
|
2023
Q2 | $173K | Sell |
817
-50
| -6% | -$10.4K | 0.03% | 189 |
|
|
2023
Q1 | $184K | Buy |
867
+147
| +20% | +$30.5K | 0.04% | 182 |
|
|
2022
Q4 | $137K | Sell |
720
-624
| -46% | -$102K | 0.03% | 201 |
|
|
2022
Q3 | $163K | Sell |
1,344
-38
| -3% | -$5.83K | 0.03% | 179 |
|
|
2022
Q2 | $189K | Sell |
1,382
-9
| -0.6% | -$1.33K | 0.04% | 163 |
|
|
2022
Q1 | $266K | Buy |
1,391
+75
| +6% | +$15.1K | 0.04% | 161 |
|
|
2021
Q4 | $265K | Buy |
1,316
+75
| +6% | +$15.8K | 0.05% | 147 |
|
|
2021
Q3 | $273K | Sell |
1,241
-165
| -12% | -$36.8K | 0.05% | 138 |
|
|
2021
Q2 | $337K | Sell |
1,406
-18
| -1% | -$4.35K | 0.06% | 129 |
|
|
2021
Q1 | $363K | Buy |
1,424
+168
| +13% | +$37.3K | 0.07% | 122 |
|
|
2020
Q4 | $269K | Sell |
1,256
-20
| -2% | -$3.85K | 0.06% | 146 |
|
|
2020
Q3 | $211K | Buy |
1,276
+50
| +4% | +$8.52K | 0.05% | 151 |
|
|
2020
Q2 | $225K | Buy |
+1,226
| New | +$188K | 0.06% | 140 |
|
|
2020
Q1 | – | Sell |
-696
| Closed | -$227K | – | 136 |
|
|
2019
Q4 | $227K | Buy |
+696
| New | +$246K | 0.06% | 146 |
|
|
2018
Q3 | – | Sell |
-625
| Closed | -$210K | – | 147 |
|
|
2018
Q2 | $210K | Hold |
625
| – | – | 0.07% | 129 |
|
|
2018
Q1 | $205K | Sell |
625
-686
| -52% | -$232K | 0.07% | 130 |
|
|
2017
Q4 | $387K | Buy |
1,311
+213
| +19% | +$57.7K | 0.14% | 81 |
|
|
2017
Q3 | $279K | Sell |
1,098
-74
| -6% | -$17.2K | 0.12% | 73 |
|
|
2017
Q2 | $232K | Hold |
1,172
| – | – | 0.1% | 86 |
|
|
2017
Q1 | $207K | Buy |
+1,172
| New | +$200K | 0.09% | 99 |
|
|
2015
Q4 | – | Sell |
-1,855
| Closed | -$243K | – | 78 |
|
|
2015
Q3 | $243K | Buy |
+1,855
| New | +$257K | 0.15% | 71 |
|
Other funds holding BA
VCM
VPM
