Robertson Stephens 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 | $3.45M | Buy |
17,336
+646
| +4% | +$147K | 0.1% | 151 |
|
|
2025
Q4 | $3.62M | Buy |
16,690
+2,436
| +17% | +$501K | 0.1% | 151 |
|
|
2025
Q3 | $3.08M | Buy |
14,254
+738
| +5% | +$166K | 0.09% | 139 |
|
|
2025
Q2 | $2.83M | Sell |
13,516
-1,031
| -7% | -$195K | 0.1% | 148 |
|
|
2025
Q1 | $2.48M | Buy |
14,547
+500
| +4% | +$86.5K | 0.09% | 174 |
|
|
2024
Q4 | $2.49M | Sell |
14,047
-2,277
| -14% | -$357K | 0.09% | 176 |
|
|
2024
Q3 | $2.48M | Buy |
16,324
+782
| +5% | +$134K | 0.09% | 172 |
|
|
2024
Q2 | $2.83M | Buy |
15,542
+1,875
| +14% | +$334K | 0.15% | 117 |
|
|
2024
Q1 | $2.64M | Buy |
13,667
+349
| +3% | +$71.7K | 0.14% | 127 |
|
|
2023
Q4 | $3.47M | Sell |
13,318
-1,464
| -10% | -$313K | 0.22% | 87 |
|
|
2023
Q3 | $2.83M | Sell |
14,782
-489
| -3% | -$107K | 0.19% | 110 |
|
|
2023
Q2 | $3.22M | Sell |
15,271
-487
| -3% | -$101K | 0.24% | 98 |
|
|
2023
Q1 | $3.35M | Sell |
15,758
-966
| -6% | -$201K | 0.26% | 85 |
|
|
2022
Q4 | $3.19M | Buy |
16,724
+356
| +2% | +$58.2K | 0.31% | 74 |
|
|
2022
Q3 | $1.98M | Sell |
16,368
-1,268
| -7% | -$194K | 0.22% | 93 |
|
|
2022
Q2 | $2.41M | Buy |
17,636
+4,532
| +35% | +$669K | 0.24% | 93 |
|
|
2022
Q1 | $2.51M | Sell |
13,104
-3,528
| -21% | -$708K | 0.22% | 93 |
|
|
2021
Q4 | $3.35M | Buy |
16,632
+1,058
| +7% | +$224K | 0.29% | 83 |
|
|
2021
Q3 | $3.42M | Sell |
15,574
-1,003
| -6% | -$224K | 0.4% | 53 |
|
|
2021
Q2 | $3.97M | Sell |
16,577
-181
| -1% | -$43.8K | 0.48% | 43 |
|
|
2021
Q1 | $4.27M | Buy |
16,758
+953
| +6% | +$212K | 0.68% | 32 |
|
|
2020
Q4 | $3.38M | Buy |
15,805
+1,357
| +9% | +$261K | 0.71% | 31 |
|
|
2020
Q3 | $2.39M | Buy |
14,448
+4,299
| +42% | +$733K | 0.59% | 37 |
|
|
2020
Q2 | $1.86M | Buy |
10,149
+394
| +4% | +$60.6K | 0.54% | 43 |
|
|
2020
Q1 | $1.46M | Buy |
9,755
+2,613
| +37% | +$715K | 0.5% | 47 |
|
|
2019
Q4 | $2.33M | Buy |
7,142
+200
| +3% | +$70.8K | 1.17% | 24 |
|
|
2019
Q3 | $2.64M | Buy |
+6,942
| New | +$2.48M | 1.34% | 20 |
|
Other funds holding BA
VCM
VPM
