Waverton Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
+4,050
| New | +$848K | 0.01% | 75 |
|
|
2015
Q4 | – | Sell |
-232,439
| Closed | -$30.4M | – | 112 |
|
|
2015
Q3 | $30.4M | Sell |
232,439
-831
| -0.4% | -$109K | 2.44% | 12 |
|
|
2015
Q2 | $32.4M | Sell |
233,270
-3,870
| -2% | -$537K | 2.4% | 12 |
|
|
2015
Q1 | $35.6M | Sell |
237,140
-6,879
| -3% | -$1.03M | 2.55% | 13 |
|
|
2014
Q4 | $31.7M | Sell |
244,019
-8,433
| -3% | -$1.1M | 2.19% | 16 |
|
|
2014
Q3 | $32.2M | Sell |
252,452
-2,243
| -0.9% | -$286K | 2.21% | 14 |
|
|
2014
Q2 | $32.4M | Buy |
+254,695
| New | +$32.4M | 2.12% | 16 |
|
|
2014
Q1 | – | Sell |
-207,656
| Closed | -$28.3M | – | 164 |
|
|
2013
Q4 | $28.3M | Buy |
+207,656
| New | +$28.3M | 1.45% | 23 |
|