WBH Advisory’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 | $409K | Buy |
1,973
+88
| +5% | +$20K | 0.03% | 258 |
|
|
2025
Q4 | $409K | Hold |
1,885
| – | – | 0.03% | 252 |
|
|
2025
Q3 | $407K | Sell |
1,885
-70
| -4% | -$15.8K | 0.03% | 256 |
|
|
2025
Q2 | $410K | Sell |
1,955
-349
| -15% | -$65.9K | 0.03% | 249 |
|
|
2025
Q1 | $393K | Buy |
2,304
+58
| +3% | +$10K | 0.04% | 238 |
|
|
2024
Q4 | $398K | Buy |
2,246
+91
| +4% | +$14.3K | 0.04% | 234 |
|
|
2024
Q3 | $328K | Buy |
2,155
+57
| +3% | +$9.77K | 0.03% | 256 |
|
|
2024
Q2 | $382K | Sell |
2,098
-590
| -22% | -$105K | 0.04% | 232 |
|
|
2024
Q1 | $519K | Sell |
2,688
-1,253
| -32% | -$257K | 0.05% | 207 |
|
|
2023
Q4 | $1.03M | Sell |
3,941
-74
| -2% | -$15.8K | 0.11% | 148 |
|
|
2023
Q3 | $770K | Sell |
4,015
-328
| -8% | -$71.8K | 0.09% | 161 |
|
|
2023
Q2 | $917K | Buy |
4,343
+135
| +3% | +$28K | 0.11% | 149 |
|
|
2023
Q1 | $894K | Buy |
+4,208
| New | +$874K | 0.11% | 153 |
|
|
2022
Q3 | $539K | Buy |
4,453
+79
| +2% | +$12.1K | 0.08% | 191 |
|
|
2022
Q2 | $599K | Sell |
4,374
-652
| -13% | -$96.2K | 0.08% | 185 |
|
|
2022
Q1 | $775K | Buy |
5,026
+65
| +1% | +$13K | 0.1% | 170 |
|
|
2021
Q4 | $999K | Buy |
4,961
+25
| +0.5% | +$5.28K | 0.11% | 154 |
|
|
2021
Q3 | $1.09M | Buy |
4,936
+30
| +0.6% | +$6.69K | 0.15% | 131 |
|
|
2021
Q2 | $1.11M | Sell |
4,906
-109
| -2% | -$26.4K | 0.16% | 114 |
|
|
2021
Q1 | $1.28M | Buy |
5,015
+128
| +3% | +$28.4K | 0.21% | 100 |
|
|
2020
Q4 | $1.03M | Sell |
4,887
-170
| -3% | -$32.7K | 0.18% | 106 |
|
|
2020
Q3 | $836K | Buy |
5,057
+20
| +0.4% | +$3.41K | 0.17% | 116 |
|
|
2020
Q2 | $923K | Sell |
5,037
-590
| -10% | -$90.7K | 0.22% | 102 |
|
|
2020
Q1 | $839 | Buy |
5,627
+49
| +0.9% | +$13.4K | 0.2% | 97 |
|
|
2019
Q4 | $1.82M | Sell |
5,578
-347
| -6% | -$123K | 0.37% | 59 |
|
|
2019
Q3 | $2.25M | Sell |
5,925
-79
| -1% | -$28.2K | 0.51% | 45 |
|
|
2019
Q2 | $2.19M | Sell |
6,004
-155
| -3% | -$56.5K | 0.51% | 48 |
|
|
2019
Q1 | $2.35M | Sell |
6,159
-136
| -2% | -$52.4K | 0.56% | 41 |
|
|
2018
Q4 | $2.03K | Sell |
6,295
-19
| -0.3% | -$6.56K | 0.49% | 43 |
|
|
2018
Q3 | $2.35M | Buy |
6,314
+362
| +6% | +$127K | 0.57% | 39 |
|
|
2018
Q2 | $2M | Buy |
5,952
+14
| +0.2% | +$4.82K | 0.52% | 42 |
|
|
2018
Q1 | $1.95M | Buy |
5,938
+336
| +6% | +$114K | 0.53% | 42 |
|
|
2017
Q4 | $1.65M | Sell |
5,602
-494
| -8% | -$134K | 0.44% | 53 |
|
|
2017
Q3 | $1.55M | Buy |
6,096
+422
| +7% | +$98.4K | 0.43% | 56 |
|
|
2017
Q2 | $1.12M | Sell |
5,674
-439
| -7% | -$81.7K | 0.31% | 74 |
|
|
2017
Q1 | $1.08M | Buy |
6,113
+892
| +17% | +$152K | 0.32% | 72 |
|
|
2016
Q4 | $812K | Sell |
5,221
-24
| -0.5% | -$3.5K | 0.27% | 88 |
|
|
2016
Q3 | $691K | Buy |
5,245
+150
| +3% | +$19.8K | 0.24% | 96 |
|
|
2016
Q2 | $661K | Sell |
5,095
-413
| -7% | -$53.8K | 0.26% | 90 |
|
|
2016
Q1 | $699K | Sell |
5,508
-113
| -2% | -$14K | 0.23% | 82 |
|
|
2015
Q4 | $812 | Sell |
5,621
-72
| -1% | -$10.4K | 0.28% | 73 |
|
|
2015
Q3 | $745K | Buy |
5,693
+3
| +0.1% | +$416 | 0.31% | 82 |
|
|
2015
Q2 | $789K | Buy |
5,690
+442
| +8% | +$64.5K | 0.31% | 81 |
|
|
2015
Q1 | $787 | Sell |
5,248
-368
| -7% | -$53.6K | 0.22% | 85 |
|
|
2014
Q4 | $730K | Sell |
5,616
-485
| -8% | -$61.5K | 0.28% | 87 |
|
|
2014
Q3 | $777K | Sell |
6,101
-40
| -0.7% | -$5.04K | 0.27% | 83 |
|
|
2014
Q2 | $781K | Buy |
6,141
+400
| +7% | +$52.2K | 0.3% | 85 |
|
|
2014
Q1 | $720K | Buy |
5,741
+825
| +17% | +$107K | 0.29% | 87 |
|
|
2013
Q4 | $670K | Buy |
4,916
+225
| +5% | +$29.2K | 0.27% | 96 |
|
|
2013
Q3 | $551K | Hold |
4,691
| – | – | 0.25% | 106 |
|
|
2013
Q2 | $480K | Buy |
+4,691
| New | +$446K | 0.22% | 111 |
|
Other funds holding BA
VCM
VPM
