J.M. Forbes & 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 | $485K | Hold |
2,436
| – | – | 0.04% | 106 |
|
|
2025
Q4 | $529K | Hold |
2,436
| – | – | 0.04% | 101 |
|
|
2025
Q3 | $526K | Hold |
2,436
| – | – | 0.04% | 98 |
|
|
2025
Q2 | $510K | Hold |
2,436
| – | – | 0.05% | 99 |
|
|
2025
Q1 | $415K | Hold |
2,436
| – | – | 0.04% | 109 |
|
|
2024
Q4 | $431K | Hold |
2,436
| – | – | 0.04% | 106 |
|
|
2024
Q3 | $370K | Hold |
2,436
| – | – | 0.04% | 111 |
|
|
2024
Q2 | $443K | Sell |
2,436
-1
| -0% | -$178 | 0.05% | 100 |
|
|
2024
Q1 | $470K | Hold |
2,437
| – | – | 0.05% | 99 |
|
|
2023
Q4 | $635K | Hold |
2,437
| – | – | 0.07% | 89 |
|
|
2023
Q3 | $467K | Sell |
2,437
-200
| -8% | -$43.8K | 0.06% | 95 |
|
|
2023
Q2 | $557K | Buy |
2,637
+1
| +0% | +$208 | 0.07% | 91 |
|
|
2023
Q1 | $560K | Hold |
2,636
| – | – | 0.08% | 70 |
|
|
2022
Q4 | $502K | Sell |
2,636
-5
| -0.2% | -$818 | 0.07% | 74 |
|
|
2022
Q3 | $320K | Sell |
2,641
-10
| -0.4% | -$1.53K | 0.05% | 89 |
|
|
2022
Q2 | $362K | Sell |
2,651
-13
| -0.5% | -$1.92K | 0.05% | 88 |
|
|
2022
Q1 | $510K | Sell |
2,664
-10
| -0.4% | -$2.01K | 0.06% | 81 |
|
|
2021
Q4 | $538K | Hold |
2,674
| – | – | 0.06% | 78 |
|
|
2021
Q3 | $588K | Sell |
2,674
-12
| -0.4% | -$2.68K | 0.07% | 73 |
|
|
2021
Q2 | $643K | Hold |
2,686
| – | – | 0.08% | 70 |
|
|
2021
Q1 | $684K | Sell |
2,686
-10
| -0.4% | -$2.22K | 0.1% | 62 |
|
|
2020
Q4 | $577K | Hold |
2,696
| – | – | 0.08% | 66 |
|
|
2020
Q3 | $446K | Hold |
2,696
| – | – | 0.07% | 70 |
|
|
2020
Q2 | $494K | Hold |
2,696
| – | – | 0.09% | 63 |
|
|
2020
Q1 | $402K | Sell |
2,696
-10
| -0.4% | -$2.74K | 0.09% | 63 |
|
|
2019
Q4 | $882K | Hold |
2,706
| – | – | 0.14% | 59 |
|
|
2019
Q3 | $1.03M | Hold |
2,706
| – | – | 0.2% | 53 |
|
|
2019
Q2 | $985K | Hold |
2,706
| – | – | 0.19% | 53 |
|
|
2019
Q1 | $1.03M | Hold |
2,706
| – | – | 0.22% | 53 |
|
|
2018
Q4 | $873K | Hold |
2,706
| – | – | 0.21% | 54 |
|
|
2018
Q3 | $1.01M | Sell |
2,706
-10
| -0.4% | -$3.51K | 0.21% | 57 |
|
|
2018
Q2 | $911K | Sell |
2,716
-225
| -8% | -$77.4K | 0.2% | 56 |
|
|
2018
Q1 | $964K | Sell |
2,941
-65
| -2% | -$22K | 0.22% | 55 |
|
|
2017
Q4 | $886K | Buy |
3,006
+10
| +0.3% | +$2.71K | 0.2% | 59 |
|
|
2017
Q3 | $761K | Hold |
2,996
| – | – | 0.19% | 58 |
|
|
2017
Q2 | $592K | Hold |
2,996
| – | – | 0.15% | 61 |
|
|
2017
Q1 | $530K | Hold |
2,996
| – | – | 0.14% | 67 |
|
|
2016
Q4 | $466K | Hold |
2,996
| – | – | 0.13% | 66 |
|
|
2016
Q3 | $395K | Hold |
2,996
| – | – | 0.11% | 68 |
|
|
2016
Q2 | $389K | Hold |
2,996
| – | – | 0.11% | 66 |
|
|
2016
Q1 | $380K | Hold |
2,996
| – | – | 0.11% | 61 |
|
|
2015
Q4 | $433K | Hold |
2,996
| – | – | 0.12% | 62 |
|
|
2015
Q3 | $392K | Sell |
2,996
-15
| -0.5% | -$2.08K | 0.11% | 64 |
|
|
2015
Q2 | $418K | Sell |
3,011
-487
| -14% | -$71K | 0.11% | 64 |
|
|
2015
Q1 | $525K | Hold |
3,498
| – | – | 0.14% | 59 |
|
|
2014
Q4 | $517K | Hold |
3,498
| – | – | 0.14% | 60 |
|
|
2014
Q3 | $445K | Hold |
3,498
| – | – | 0.11% | 64 |
|
|
2014
Q2 | $445K | Hold |
3,498
| – | – | 0.11% | 65 |
|
|
2014
Q1 | $438K | Hold |
3,498
| – | – | 0.11% | 64 |
|
|
2013
Q4 | $477K | Hold |
3,498
| – | – | 0.12% | 66 |
|
|
2013
Q3 | $411K | Hold |
3,498
| – | – | 0.12% | 66 |
|
|
2013
Q2 | $358K | Buy |
+3,498
| New | +$332K | 0.11% | 62 |
|
Other funds holding BA
VCM
VPM
