SVB Wealth’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 | $384K | Sell |
1,929
-94
| -5% | -$21.4K | 0.03% | 289 |
|
|
2025
Q4 | $439K | Sell |
2,023
-1,331
| -40% | -$274K | 0.03% | 288 |
|
|
2025
Q3 | $724K | Buy |
3,354
+79
| +2% | +$17.8K | 0.04% | 255 |
|
|
2025
Q2 | $686K | Sell |
3,275
-5,569
| -63% | -$1.05M | 0.04% | 263 |
|
|
2025
Q1 | $1.51M | Sell |
8,844
-2,749
| -24% | -$476K | 0.06% | 126 |
|
|
2024
Q4 | $2.05M | Buy |
+11,593
| New | +$1.82M | 0.04% | 227 |
|
|
2024
Q3 | – | Sell |
-14,008
| Closed | -$2.55M | – | 72 |
|
|
2024
Q2 | $2.55M | Sell |
14,008
-5,279
| -27% | -$941K | 0.06% | 209 |
|
|
2024
Q1 | $3.72M | Sell |
19,287
-1,552
| -7% | -$319K | 0.08% | 189 |
|
|
2023
Q4 | $5.43M | Buy |
20,839
+3,339
| +19% | +$714K | 0.13% | 157 |
|
|
2023
Q3 | $3.35M | Sell |
17,500
-246
| -1% | -$53.8K | 0.07% | 177 |
|
|
2023
Q2 | $3.75M | Sell |
17,746
-1,629
| -8% | -$338K | 0.07% | 177 |
|
|
2023
Q1 | $4.12M | Sell |
19,375
-6,017
| -24% | -$1.25M | 0.06% | 189 |
|
|
2022
Q4 | $4.84M | Buy |
25,392
+701
| +3% | +$115K | 0.07% | 178 |
|
|
2022
Q3 | $2.99M | Buy |
24,691
+2,102
| +9% | +$322K | 0.04% | 209 |
|
|
2022
Q2 | $3.09M | Buy |
22,589
+885
| +4% | +$131K | 0.05% | 185 |
|
|
2022
Q1 | $4.16M | Buy |
21,704
+113
| +0.5% | +$22.7K | 0.06% | 162 |
|
|
2021
Q4 | $4.35M | Buy |
21,591
+3,837
| +22% | +$811K | 0.07% | 154 |
|
|
2021
Q3 | $3.9M | Sell |
17,754
-5,868
| -25% | -$1.31M | 0.05% | 186 |
|
|
2021
Q2 | $5.66M | Sell |
23,622
-1,099
| -4% | -$266K | 0.07% | 162 |
|
|
2021
Q1 | $6.3M | Sell |
24,721
-776
| -3% | -$172K | 0.09% | 147 |
|
|
2020
Q4 | $5.46M | Sell |
25,497
-487
| -2% | -$93.6K | 0.08% | 153 |
|
|
2020
Q3 | $4.29M | Buy |
25,984
+5,112
| +24% | +$871K | 0.07% | 162 |
|
|
2020
Q2 | $3.83M | Sell |
20,872
-3,322
| -14% | -$511K | 0.07% | 154 |
|
|
2020
Q1 | $3.61M | Sell |
24,194
-30,095
| -55% | -$8.24M | 0.09% | 137 |
|
|
2019
Q4 | $17.7M | Buy |
54,289
+334
| +0.6% | +$118K | 0.32% | 60 |
|
|
2019
Q3 | $20.5M | Buy |
53,955
+2,181
| +4% | +$780K | 0.41% | 46 |
|
|
2019
Q2 | $18.8M | Buy |
51,774
+4,772
| +10% | +$1.74M | 0.63% | 45 |
|
|
2019
Q1 | $17.9M | Buy |
47,002
+13,887
| +42% | +$5.35M | 0.71% | 44 |
|
|
2018
Q4 | $10.7M | Buy |
33,115
+21,411
| +183% | +$7.4M | 0.46% | 70 |
|
|
2018
Q3 | $4.35M | Sell |
11,704
-341
| -3% | -$120K | 0.15% | 111 |
|
|
2018
Q2 | $4.04M | Sell |
12,045
-217
| -2% | -$74.6K | 0.16% | 108 |
|
|
2018
Q1 | $4.02M | Sell |
12,262
-423
| -3% | -$143K | 0.15% | 112 |
|
|
2017
Q4 | $3.74M | Sell |
12,685
-1,860
| -13% | -$504K | 0.14% | 124 |
|
|
2017
Q3 | $3.7M | Sell |
14,545
-19,991
| -58% | -$4.66M | 0.14% | 127 |
|
|
2017
Q2 | $6.83M | Sell |
34,536
-9,970
| -22% | -$1.86M | 0.27% | 96 |
|
|
2017
Q1 | $7.87M | Sell |
44,506
-273
| -0.6% | -$46.5K | 0.31% | 88 |
|
|
2016
Q4 | $6.97M | Sell |
44,779
-11,173
| -20% | -$1.63M | 0.29% | 98 |
|
|
2016
Q3 | $7.37M | Sell |
55,952
-9,662
| -15% | -$1.27M | 0.3% | 91 |
|
|
2016
Q2 | $8.52M | Sell |
65,614
-8,644
| -12% | -$1.13M | 0.35% | 86 |
|
|
2016
Q1 | $9.43M | Sell |
74,258
-36,001
| -33% | -$4.47M | 0.38% | 75 |
|
|
2015
Q4 | $15.9M | Buy |
110,259
+18,520
| +20% | +$2.67M | 0.63% | 54 |
|
|
2015
Q3 | $12M | Sell |
91,739
-14,709
| -14% | -$2.04M | 0.47% | 65 |
|
|
2015
Q2 | $14.8M | Sell |
106,448
-5,023
| -5% | -$733K | 0.49% | 64 |
|
|
2015
Q1 | $16.7M | Sell |
111,471
-1,230
| -1% | -$179K | 0.54% | 63 |
|
|
2014
Q4 | $14.6M | Buy |
+112,701
| New | +$14.3M | 0.47% | 69 |
|
Other funds holding BA
VCM
VPM
