Heritage Trust’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.15M | Buy |
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|
2025
Q2 | $2.08M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $891K | Buy |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $868K | Sell |
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|
2019
Q3 | $1.24M | Sell |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $813K | Buy |
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|
2018
Q3 | $880K | Buy |
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|
2018
Q2 | $770K | Buy |
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|
2018
Q1 | $683K | Buy |
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|
2017
Q4 | $601K | Hold |
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|
2017
Q3 | $518K | Sell |
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|
2017
Q2 | $436K | Buy |
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|
2017
Q1 | $361K | Buy |
|