Welch & Forbes’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 | $292K | Hold |
1,469
| – | – | ﹤0.01% | 328 |
|
|
2025
Q4 | $319K | Hold |
1,469
| – | – | ﹤0.01% | 319 |
|
|
2025
Q3 | $317K | Sell |
1,469
-70
| -5% | -$15.8K | ﹤0.01% | 325 |
|
|
2025
Q2 | $322K | Hold |
1,539
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $262K | Sell |
1,539
-327
| -18% | -$56.6K | ﹤0.01% | 333 |
|
|
2024
Q4 | $330K | Buy |
1,866
+200
| +12% | +$31.4K | ﹤0.01% | 317 |
|
|
2024
Q3 | $253K | Hold |
1,666
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $305K | Sell |
1,666
-1,091
| -40% | -$194K | ﹤0.01% | 327 |
|
|
2024
Q1 | $532K | Sell |
2,757
-18
| -0.6% | -$3.7K | 0.01% | 282 |
|
|
2023
Q4 | $723K | Sell |
2,775
-394
| -12% | -$84.3K | 0.01% | 252 |
|
|
2023
Q3 | $607K | Buy |
3,169
+512
| +19% | +$112K | 0.01% | 260 |
|
|
2023
Q2 | $561K | Sell |
2,657
-142
| -5% | -$29.5K | 0.01% | 278 |
|
|
2023
Q1 | $595K | Sell |
2,799
-492
| -15% | -$102K | 0.01% | 262 |
|
|
2022
Q4 | $627K | Buy |
3,291
+1,461
| +80% | +$239K | 0.01% | 263 |
|
|
2022
Q3 | $222K | Sell |
1,830
-39
| -2% | -$5.98K | ﹤0.01% | 354 |
|
|
2022
Q2 | $256K | Hold |
1,869
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $358K | Buy |
1,869
+46
| +3% | +$9.23K | 0.01% | 321 |
|
|
2021
Q4 | $367K | Buy |
1,823
+10
| +0.6% | +$2.11K | 0.01% | 318 |
|
|
2021
Q3 | $398K | Buy |
1,813
+100
| +6% | +$22.3K | 0.01% | 301 |
|
|
2021
Q2 | $410K | Sell |
1,713
-30
| -2% | -$7.25K | 0.01% | 308 |
|
|
2021
Q1 | $443K | Sell |
1,743
-4
| -0.2% | -$889 | 0.01% | 294 |
|
|
2020
Q4 | $374K | Sell |
1,747
-454
| -21% | -$87.3K | 0.01% | 310 |
|
|
2020
Q3 | $364K | Sell |
2,201
-71
| -3% | -$12.1K | 0.01% | 282 |
|
|
2020
Q2 | $417K | Sell |
2,272
-2,355
| -51% | -$362K | 0.01% | 256 |
|
|
2020
Q1 | $691K | Sell |
4,627
-5,938
| -56% | -$1.63M | 0.02% | 208 |
|
|
2019
Q4 | $3.44M | Buy |
10,565
+538
| +5% | +$190K | 0.08% | 145 |
|
|
2019
Q3 | $3.81M | Sell |
10,027
-70
| -0.7% | -$25K | 0.09% | 138 |
|
|
2019
Q2 | $3.67M | Sell |
10,097
-130
| -1% | -$47.4K | 0.09% | 138 |
|
|
2019
Q1 | $3.9M | Sell |
10,227
-45
| -0.4% | -$17.3K | 0.1% | 135 |
|
|
2018
Q4 | $3.31M | Buy |
10,272
+150
| +1% | +$51.8K | 0.09% | 134 |
|
|
2018
Q3 | $3.77M | Sell |
10,122
-337
| -3% | -$118K | 0.09% | 143 |
|
|
2018
Q2 | $3.51M | Buy |
10,459
+185
| +2% | +$63.6K | 0.09% | 140 |
|
|
2018
Q1 | $3.37M | Sell |
10,274
-125
| -1% | -$42.2K | 0.09% | 145 |
|
|
2017
Q4 | $3.07M | Sell |
10,399
-1,680
| -14% | -$455K | 0.08% | 140 |
|
|
2017
Q3 | $3.07M | Buy |
12,079
+450
| +4% | +$105K | 0.08% | 144 |
|
|
2017
Q2 | $2.3M | Sell |
11,629
-115
| -1% | -$21.4K | 0.06% | 157 |
|
|
2017
Q1 | $2.08M | Buy |
11,744
+88
| +0.8% | +$15K | 0.06% | 160 |
|
|
2016
Q4 | $1.81M | Hold |
11,656
| – | – | 0.05% | 167 |
|
|
2016
Q3 | $1.54M | Buy |
11,656
+27
| +0.2% | +$3.56K | 0.05% | 153 |
|
|
2016
Q2 | $1.51M | Hold |
11,629
| – | – | 0.05% | 172 |
|
|
2016
Q1 | $1.48M | Sell |
11,629
-486
| -4% | -$60.3K | 0.05% | 175 |
|
|
2015
Q4 | $1.75M | Buy |
12,115
+252
| +2% | +$36.3K | 0.06% | 163 |
|
|
2015
Q3 | $1.55M | Sell |
11,863
-109
| -0.9% | -$15.1K | 0.05% | 174 |
|
|
2015
Q2 | $1.66M | Buy |
11,972
+51
| +0.4% | +$7.44K | 0.05% | 174 |
|
|
2015
Q1 | $1.79M | Buy |
11,921
+159
| +1% | +$23.1K | 0.05% | 175 |
|
|
2014
Q4 | $1.53M | Hold |
11,762
| – | – | 0.04% | 184 |
|
|
2014
Q3 | $1.5M | Sell |
11,762
-2,061
| -15% | -$260K | 0.05% | 190 |
|
|
2014
Q2 | $1.76M | Sell |
13,823
-900
| -6% | -$117K | 0.06% | 165 |
|
|
2014
Q1 | $1.85M | Sell |
14,723
-339
| -2% | -$44.2K | 0.06% | 168 |
|
|
2013
Q4 | $2.06M | Buy |
15,062
+90
| +0.6% | +$11.7K | 0.07% | 153 |
|
|
2013
Q3 | $1.76M | Buy |
14,972
+1,382
| +10% | +$149K | 0.06% | 166 |
|
|
2013
Q2 | $1.39M | Buy |
+13,590
| New | +$1.29M | 0.05% | 172 |
|
Other funds holding BA
VCM
VPM
