Whittier Trust’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Sell |
41,881
-87
| -0.2% | -$18.2K | 0.11% | 156 |
|
|
2025
Q1 | $7.16M | Sell |
41,968
-363
| -0.9% | -$61.9K | 0.1% | 169 |
|
|
2024
Q4 | $7.49M | Sell |
42,331
-3,635
| -8% | -$643K | 0.1% | 171 |
|
|
2024
Q3 | $6.99M | Sell |
45,966
-6,437
| -12% | -$979K | 0.09% | 168 |
|
|
2024
Q2 | $9.54M | Sell |
52,403
-1,422
| -3% | -$259K | 0.14% | 133 |
|
|
2024
Q1 | $10.4M | Sell |
53,825
-3,372
| -6% | -$651K | 0.15% | 129 |
|
|
2023
Q4 | $14.9M | Sell |
57,197
-97
| -0.2% | -$25.3K | 0.24% | 91 |
|
|
2023
Q3 | $11M | Sell |
57,294
-1,811
| -3% | -$347K | 0.2% | 109 |
|
|
2023
Q2 | $12.5M | Sell |
59,105
-259
| -0.4% | -$54.7K | 0.22% | 103 |
|
|
2023
Q1 | $12.6M | Sell |
59,364
-622
| -1% | -$132K | 0.23% | 101 |
|
|
2022
Q4 | $11.4M | Sell |
59,986
-2,975
| -5% | -$567K | 0.22% | 104 |
|
|
2022
Q3 | $7.62M | Buy |
62,961
+2,994
| +5% | +$362K | 0.16% | 141 |
|
|
2022
Q2 | $8.2M | Sell |
59,967
-9,158
| -13% | -$1.25M | 0.17% | 136 |
|
|
2022
Q1 | $13.2M | Sell |
69,125
-2,434
| -3% | -$466K | 0.22% | 106 |
|
|
2021
Q4 | $14.4M | Sell |
71,559
-562
| -0.8% | -$113K | 0.23% | 103 |
|
|
2021
Q3 | $15.9M | Sell |
72,121
-2,799
| -4% | -$616K | 0.29% | 94 |
|
|
2021
Q2 | $17.9M | Buy |
74,920
+5,424
| +8% | +$1.3M | 0.32% | 78 |
|
|
2021
Q1 | $17.7M | Sell |
69,496
-70,020
| -50% | -$17.8M | 0.34% | 75 |
|
|
2020
Q4 | $29.9M | Buy |
139,516
+67,459
| +94% | +$14.4M | 0.64% | 38 |
|
|
2020
Q3 | $11.9M | Sell |
72,057
-9,536
| -12% | -$1.58M | 0.28% | 83 |
|
|
2020
Q2 | $15M | Sell |
81,593
-43,488
| -35% | -$7.97M | 0.42% | 62 |
|
|
2020
Q1 | $18.7M | Sell |
125,081
-3,320
| -3% | -$495K | 0.61% | 38 |
|
|
2019
Q4 | $41.8M | Buy |
128,401
+499
| +0.4% | +$163K | 1.1% | 17 |
|
|
2019
Q3 | $48.7M | Sell |
127,902
-9,544
| -7% | -$3.63M | 1.39% | 14 |
|
|
2019
Q2 | $50M | Buy |
137,446
+2,359
| +2% | +$859K | 1.47% | 14 |
|
|
2019
Q1 | $51.5M | Buy |
135,087
+1,930
| +1% | +$736K | 1.58% | 13 |
|
|
2018
Q4 | $42.9M | Buy |
133,157
+70
| +0.1% | +$22.6K | 1.48% | 13 |
|
|
2018
Q3 | $49.5M | Buy |
133,087
+210
| +0.2% | +$78.1K | 1.54% | 12 |
|
|
2018
Q2 | $44.6M | Sell |
132,877
-657
| -0.5% | -$220K | 1.47% | 11 |
|
|
2018
Q1 | $43.8M | Buy |
133,534
+12,334
| +10% | +$4.04M | 1.47% | 11 |
|
|
2017
Q4 | $35.7M | Buy |
121,200
+1,397
| +1% | +$412K | 1.25% | 14 |
|
|
2017
Q3 | $30.5M | Sell |
119,803
-370
| -0.3% | -$94.1K | 1.11% | 15 |
|
|
2017
Q2 | $23.8M | Buy |
120,173
+272
| +0.2% | +$53.8K | 0.92% | 25 |
|
|
2017
Q1 | $21.2M | Buy |
119,901
+1,666
| +1% | +$295K | 0.86% | 24 |
|
|
2016
Q4 | $18.4M | Buy |
118,235
+1,008
| +0.9% | +$157K | 0.78% | 27 |
|
|
2016
Q3 | $15.4M | Sell |
117,227
-2,634
| -2% | -$347K | 0.67% | 35 |
|
|
2016
Q2 | $15.6M | Sell |
119,861
-8,356
| -7% | -$1.09M | 0.69% | 36 |
|
|
2016
Q1 | $16.3M | Buy |
128,217
+30,170
| +31% | +$3.83M | 0.72% | 35 |
|
|
2015
Q4 | $14.2M | Buy |
98,047
+4,323
| +5% | +$625K | 0.64% | 39 |
|
|
2015
Q3 | $12.3M | Sell |
93,724
-1,407
| -1% | -$184K | 0.6% | 42 |
|
|
2015
Q2 | $13.2M | Buy |
95,131
+39
| +0% | +$5.41K | 0.59% | 47 |
|
|
2015
Q1 | $14.3M | Buy |
95,092
+4,159
| +5% | +$624K | 0.65% | 38 |
|
|
2014
Q4 | $11.8M | Sell |
90,933
-1,351
| -1% | -$176K | 0.56% | 48 |
|
|
2014
Q3 | $11.8M | Buy |
92,284
+387
| +0.4% | +$49.3K | 0.57% | 46 |
|
|
2014
Q2 | $11.7M | Sell |
91,897
-2,890
| -3% | -$368K | 0.58% | 48 |
|
|
2014
Q1 | $11.9M | Sell |
94,787
-9,329
| -9% | -$1.17M | 0.61% | 48 |
|
|
2013
Q4 | $14.2M | Sell |
104,116
-49,143
| -32% | -$6.71M | 0.73% | 39 |
|
|
2013
Q3 | $18M | Sell |
153,259
-19,057
| -11% | -$2.24M | 0.97% | 20 |
|
|
2013
Q2 | $17.7M | Buy |
+172,316
| New | +$17.7M | 0.99% | 22 |
|