Wellington Shields & Co’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 | $1.44M | Sell |
7,242
-147
| -2% | -$33.5K | 0.37% | 65 |
|
|
2025
Q4 | $1.6M | Buy |
7,389
+415
| +6% | +$85.3K | 0.4% | 57 |
|
|
2025
Q3 | $1.51M | Buy |
6,974
+15
| +0.2% | +$3.38K | 0.39% | 62 |
|
|
2025
Q2 | $1.46M | Sell |
6,959
-1,047
| -13% | -$198K | 0.41% | 62 |
|
|
2025
Q1 | $1.37M | Buy |
8,006
+1,500
| +23% | +$260K | 0.43% | 57 |
|
|
2024
Q4 | $1.15M | Sell |
6,506
-772
| -11% | -$121K | 0.35% | 64 |
|
|
2024
Q3 | $1.11M | Sell |
7,278
-1,425
| -16% | -$244K | 0.34% | 78 |
|
|
2024
Q2 | $1.58M | Sell |
8,703
-1,041
| -11% | -$186K | 0.52% | 43 |
|
|
2024
Q1 | $1.88M | Sell |
9,744
-391
| -4% | -$80.3K | 0.63% | 35 |
|
|
2023
Q4 | $2.64M | Sell |
10,135
-817
| -7% | -$175K | 0.97% | 22 |
|
|
2023
Q3 | $2.1M | Sell |
10,952
-447
| -4% | -$97.8K | 0.52% | 30 |
|
|
2023
Q2 | $2.41M | Sell |
11,399
-883
| -7% | -$183K | 0.57% | 21 |
|
|
2023
Q1 | $2.61M | Sell |
12,282
-674
| -5% | -$140K | 0.58% | 24 |
|
|
2022
Q4 | $2.47M | Sell |
12,956
-562
| -4% | -$91.9K | 0.56% | 23 |
|
|
2022
Q3 | $1.64M | Buy |
13,518
+1,539
| +13% | +$236K | 0.71% | 33 |
|
|
2022
Q2 | $1.64M | Buy |
11,979
+1,838
| +18% | +$271K | 0.4% | 38 |
|
|
2022
Q1 | $1.94M | Buy |
10,141
+2,209
| +28% | +$443K | 0.64% | 38 |
|
|
2021
Q4 | $1.6M | Buy |
7,932
+1,524
| +24% | +$322K | 0.32% | 46 |
|
|
2021
Q3 | $1.41M | Sell |
6,408
-575
| -8% | -$128K | 0.49% | 46 |
|
|
2021
Q2 | $1.67M | Buy |
6,983
+2,205
| +46% | +$533K | 0.55% | 42 |
|
|
2021
Q1 | $1.22M | Sell |
4,778
-130
| -3% | -$28.9K | 0.44% | 59 |
|
|
2020
Q4 | $1.05M | Buy |
4,908
+445
| +10% | +$85.5K | 0.38% | 63 |
|
|
2020
Q3 | $738K | Buy |
4,463
+480
| +12% | +$81.8K | 0.31% | 73 |
|
|
2020
Q2 | $730K | Sell |
3,983
-300
| -7% | -$46.1K | 0.32% | 73 |
|
|
2020
Q1 | $639K | Buy |
4,283
+528
| +14% | +$145K | 0.35% | 76 |
|
|
2019
Q4 | $1.22M | Buy |
+3,755
| New | +$1.33M | 0.54% | 50 |
|
|
2019
Q3 | – | Sell |
-3,681
| Closed | -$1.34M | – | 103 |
|
|
2019
Q2 | $1.34M | Sell |
3,681
-950
| -21% | -$346K | 0.63% | 43 |
|
|
2019
Q1 | $1.77M | Sell |
4,631
-649
| -12% | -$250K | 0.9% | 30 |
|
|
2018
Q4 | $1.7M | Buy |
5,280
+850
| +19% | +$294K | 0.97% | 28 |
|
|
2018
Q3 | $1.65M | Hold |
4,430
| – | – | 0.89% | 31 |
|
|
2018
Q2 | $1.49M | Buy |
4,430
+850
| +24% | +$292K | 0.77% | 35 |
|
|
2018
Q1 | $1.17M | Buy |
3,580
+30
| +0.8% | +$10.1K | 0.63% | 42 |
|
|
2017
Q4 | $1.05M | Hold |
3,550
| – | – | 0.56% | 46 |
|
|
2017
Q3 | $902K | Hold |
3,550
| – | – | 0.3% | 48 |
|
|
2017
Q2 | $702K | Hold |
3,550
| – | – | 0.24% | 53 |
|
|
2017
Q1 | $628K | Hold |
3,550
| – | – | 0.19% | 54 |
|
|
2016
Q4 | $553K | Buy |
3,550
+1,400
| +65% | +$204K | 0.29% | 61 |
|
|
2016
Q3 | $283K | Hold |
2,150
| – | – | 0.14% | 85 |
|
|
2016
Q2 | $279K | Buy |
+2,150
| New | +$280K | 0.17% | 86 |
|
Other funds holding BA
VCM
VPM
