Welch Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
2,705
+95
| +4% | +$19.9K | 0.02% | 143 |
|
|
2025
Q1 | $452K | Hold |
2,610
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $461K | Sell |
2,610
-9
| -0.3% | -$1.59K | 0.02% | 158 |
|
|
2024
Q3 | $398K | Hold |
2,619
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $477K | Buy |
2,619
+509
| +24% | +$92.6K | 0.02% | 146 |
|
|
2024
Q1 | $407K | Sell |
2,110
-300
| -12% | -$57.9K | 0.02% | 139 |
|
|
2023
Q4 | $628K | Buy |
2,410
+287
| +14% | +$74.8K | 0.03% | 109 |
|
|
2023
Q3 | $407K | Buy |
2,123
+51
| +2% | +$9.77K | 0.02% | 124 |
|
|
2023
Q2 | $437K | Buy |
2,072
+222
| +12% | +$46.9K | 0.03% | 118 |
|
|
2023
Q1 | $393K | Hold |
1,850
| – | – | 0.02% | 131 |
|
|
2022
Q4 | $352K | Sell |
1,850
-300
| -14% | -$57.1K | 0.02% | 143 |
|
|
2022
Q3 | $260K | Sell |
2,150
-84
| -4% | -$10.2K | 0.02% | 144 |
|
|
2022
Q2 | $305K | Sell |
2,234
-200
| -8% | -$27.3K | 0.02% | 142 |
|
|
2022
Q1 | $466K | Sell |
2,434
-62
| -2% | -$11.9K | 0.03% | 120 |
|
|
2021
Q4 | $502K | Sell |
2,496
-379
| -13% | -$76.2K | 0.03% | 124 |
|
|
2021
Q3 | $632K | Buy |
2,875
+200
| +7% | +$44K | 0.04% | 94 |
|
|
2021
Q2 | $641K | Buy |
2,675
+36
| +1% | +$8.63K | 0.04% | 92 |
|
|
2021
Q1 | $672K | Buy |
2,639
+822
| +45% | +$209K | 0.05% | 89 |
|
|
2020
Q4 | $389K | Buy |
1,817
+238
| +15% | +$51K | 0.03% | 106 |
|
|
2020
Q3 | $261K | Sell |
1,579
-446
| -22% | -$73.7K | 0.02% | 123 |
|
|
2020
Q2 | $371K | Buy |
2,025
+485
| +31% | +$88.9K | 0.03% | 96 |
|
|
2020
Q1 | $230K | Buy |
+1,540
| New | +$230K | 0.02% | 111 |
|
|
2019
Q3 | – | Sell |
-342
| Closed | -$124K | – | 144 |
|
|
2019
Q2 | $124K | Buy |
342
+37
| +12% | +$13.4K | 0.01% | 130 |
|
|
2019
Q1 | $116K | Sell |
305
-1,029
| -77% | -$391K | 0.01% | 138 |
|
|
2018
Q4 | $430K | Sell |
1,334
-8
| -0.6% | -$2.58K | 0.05% | 73 |
|
|
2018
Q3 | $499 | Buy |
1,342
+1,000
| +292% | +$372 | 0.05% | 75 |
|
|
2018
Q2 | $115K | Sell |
342
-15
| -4% | -$5.04K | 0.01% | 132 |
|
|
2018
Q1 | $117K | Sell |
357
-51
| -13% | -$16.7K | 0.01% | 129 |
|
|
2017
Q4 | $120K | Buy |
+408
| New | +$120K | 0.02% | 132 |
|
|
2017
Q3 | – | Sell |
-1,475
| Closed | -$292K | – | 132 |
|
|
2017
Q2 | $292K | Buy |
+1,475
| New | +$292K | 0.05% | 101 |
|
|
2016
Q2 | – | Sell |
-1,262
| Closed | -$160K | – | 124 |
|
|
2016
Q1 | $160K | Buy |
1,262
+11
| +0.9% | +$1.4K | 0.03% | 119 |
|
|
2015
Q4 | $181K | Buy |
1,251
+8
| +0.6% | +$1.16K | 0.03% | 113 |
|
|
2015
Q3 | $163K | Buy |
1,243
+8
| +0.6% | +$1.05K | 0.03% | 116 |
|
|
2015
Q2 | $171K | Buy |
1,235
+8
| +0.7% | +$1.11K | 0.03% | 117 |
|
|
2015
Q1 | $184 | Buy |
1,227
+7
| +0.6% | +$1 | 0.03% | 115 |
|
|
2014
Q4 | $159K | Buy |
1,220
+7
| +0.6% | +$912 | 0.03% | 117 |
|
|
2014
Q3 | $154K | Buy |
1,213
+7
| +0.6% | +$889 | 0.03% | 118 |
|
|
2014
Q2 | $153K | Buy |
1,206
+6
| +0.5% | +$761 | 0.03% | 123 |
|
|
2014
Q1 | $151K | Sell |
1,200
-37
| -3% | -$4.66K | 0.03% | 111 |
|
|
2013
Q4 | $169K | Buy |
1,237
+49
| +4% | +$6.69K | 0.04% | 110 |
|
|
2013
Q3 | $140K | Buy |
1,188
+5
| +0.4% | +$589 | 0.03% | 114 |
|
|
2013
Q2 | $121K | Buy |
+1,183
| New | +$121K | 0.03% | 114 |
|