Marietta 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 | $242K | Buy |
1,215
+106
| +10% | +$24.1K | 0.03% | 125 |
|
|
2025
Q4 | $241K | Buy |
+1,109
| New | +$228K | 0.03% | 118 |
|
|
2024
Q2 | – | Sell |
-20,032
| Closed | -$3.87M | – | 108 |
|
|
2024
Q1 | $3.87M | Buy |
20,032
+312
| +2% | +$64.1K | 0.64% | 69 |
|
|
2023
Q4 | $5.14M | Buy |
19,720
+112
| +0.6% | +$24K | 0.92% | 49 |
|
|
2023
Q3 | $3.76M | Buy |
19,608
+295
| +2% | +$64.5K | 0.75% | 64 |
|
|
2023
Q2 | $4.08M | Buy |
19,313
+296
| +2% | +$61.5K | 0.77% | 61 |
|
|
2023
Q1 | $4.04M | Sell |
19,017
-2,858
| -13% | -$594K | 0.86% | 55 |
|
|
2022
Q4 | $4.17M | Buy |
21,875
+1,789
| +9% | +$293K | 0.94% | 52 |
|
|
2022
Q3 | $2.43M | Buy |
20,086
+845
| +4% | +$130K | 0.61% | 69 |
|
|
2022
Q2 | $2.63M | Buy |
19,241
+652
| +4% | +$96.2K | 0.64% | 65 |
|
|
2022
Q1 | $3.56M | Buy |
18,589
+6,041
| +48% | +$1.21M | 0.74% | 61 |
|
|
2021
Q4 | $2.53M | Sell |
12,548
-1,647
| -12% | -$348K | 0.51% | 71 |
|
|
2021
Q3 | $3.12M | Buy |
14,195
+686
| +5% | +$153K | 0.68% | 63 |
|
|
2021
Q2 | $3.24M | Buy |
13,509
+289
| +2% | +$69.9K | 0.73% | 58 |
|
|
2021
Q1 | $3.37M | Buy |
13,220
+616
| +5% | +$137K | 0.84% | 54 |
|
|
2020
Q4 | $2.7M | Sell |
12,604
-786
| -6% | -$151K | 0.74% | 59 |
|
|
2020
Q3 | $2.21M | Sell |
13,390
-607
| -4% | -$103K | 0.69% | 63 |
|
|
2020
Q2 | $2.57M | Sell |
13,997
-660
| -5% | -$101K | 0.88% | 55 |
|
|
2020
Q1 | $2.19M | Buy |
14,657
+3,887
| +36% | +$1.06M | 0.85% | 55 |
|
|
2019
Q4 | $3.51M | Buy |
10,770
+452
| +4% | +$160K | 1.16% | 34 |
|
|
2019
Q3 | $3.93M | Buy |
10,318
+1,012
| +11% | +$362K | 1.43% | 21 |
|
|
2019
Q2 | $3.39M | Buy |
9,306
+241
| +3% | +$87.9K | 1.32% | 27 |
|
|
2019
Q1 | $3.46M | Sell |
9,065
-18
| -0.2% | -$6.93K | 1.42% | 21 |
|
|
2018
Q4 | $2.93M | Buy |
9,083
+108
| +1% | +$37.3K | 1.4% | 27 |
|
|
2018
Q3 | $3.34M | Buy |
8,975
+181
| +2% | +$63.6K | 1.48% | 16 |
|
|
2018
Q2 | $2.95M | Buy |
8,794
+194
| +2% | +$66.7K | 1.44% | 20 |
|
|
2018
Q1 | $2.82M | Sell |
8,600
-1,132
| -12% | -$382K | 1.48% | 21 |
|
|
2017
Q4 | $2.87M | Sell |
9,732
-593
| -6% | -$161K | 1.55% | 21 |
|
|
2017
Q3 | $2.63M | Sell |
10,325
-1,599
| -13% | -$373K | 1.47% | 21 |
|
|
2017
Q2 | $2.36M | Buy |
11,924
+213
| +2% | +$39.7K | 1.43% | 21 |
|
|
2017
Q1 | $2.07M | Buy |
11,711
+1,983
| +20% | +$338K | 1.37% | 25 |
|
|
2016
Q4 | $1.51M | Buy |
+9,728
| New | +$1.42M | 1.21% | 29 |
|
Other funds holding BA
VCM
VPM
