Winthrop Advisory Group’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 | $836K | Buy |
4,203
+204
| +5% | +$46.5K | 0.07% | 82 |
|
|
2025
Q4 | $861K | Buy |
3,999
+964
| +32% | +$198K | 0.07% | 78 |
|
|
2025
Q3 | $655K | Buy |
3,035
+60
| +2% | +$13.5K | 0.06% | 89 |
|
|
2025
Q2 | $623K | Buy |
2,975
+169
| +6% | +$31.9K | 0.06% | 88 |
|
|
2025
Q1 | $479K | Sell |
2,806
-310
| -10% | -$53.7K | 0.06% | 94 |
|
|
2024
Q4 | $551K | Buy |
3,116
+10
| +0.3% | +$1.57K | 0.07% | 91 |
|
|
2024
Q3 | $472K | Sell |
3,106
-332
| -10% | -$56.9K | 0.06% | 89 |
|
|
2024
Q2 | $626K | Sell |
3,438
-105
| -3% | -$18.7K | 0.09% | 70 |
|
|
2024
Q1 | $684K | Buy |
3,543
+1,683
| +90% | +$346K | 0.1% | 65 |
|
|
2023
Q4 | $485K | Sell |
1,860
-96
| -5% | -$20.5K | 0.08% | 78 |
|
|
2023
Q3 | $375K | Sell |
1,956
-135
| -6% | -$29.5K | 0.06% | 87 |
|
|
2023
Q2 | $442K | Buy |
2,091
+59
| +3% | +$12.3K | 0.07% | 82 |
|
|
2023
Q1 | $432K | Sell |
2,032
-200
| -9% | -$41.6K | 0.08% | 77 |
|
|
2022
Q4 | $425K | Buy |
2,232
+77
| +4% | +$12.6K | 0.08% | 77 |
|
|
2022
Q3 | $261K | Sell |
2,155
-168
| -7% | -$25.8K | 0.06% | 93 |
|
|
2022
Q2 | $318K | Sell |
2,323
-20
| -0.9% | -$2.95K | 0.07% | 85 |
|
|
2022
Q1 | $449K | Buy |
2,343
+119
| +5% | +$23.9K | 0.09% | 74 |
|
|
2021
Q4 | $448K | Sell |
2,224
-28
| -1% | -$5.92K | 0.09% | 75 |
|
|
2021
Q3 | $495K | Hold |
2,252
| – | – | 0.11% | 60 |
|
|
2021
Q2 | $540K | Hold |
2,252
| – | – | 0.12% | 59 |
|
|
2021
Q1 | $574K | Hold |
2,252
| – | – | 0.14% | 54 |
|
|
2020
Q4 | $482K | Sell |
2,252
-396
| -15% | -$76.1K | 0.13% | 61 |
|
|
2020
Q3 | $450K | Buy |
2,648
+96
| +4% | +$16.4K | 0.14% | 59 |
|
|
2020
Q2 | $460K | Buy |
2,552
+325
| +15% | +$50K | 0.16% | 46 |
|
|
2020
Q1 | $332K | Buy |
2,227
+284
| +15% | +$77.7K | 0.13% | 51 |
|
|
2019
Q4 | $633K | Sell |
1,943
-150
| -7% | -$53.1K | 0.23% | 48 |
|
|
2019
Q3 | $796K | Buy |
2,093
+83
| +4% | +$29.7K | 0.32% | 38 |
|
|
2019
Q2 | $732K | Sell |
2,010
-93
| -4% | -$33.9K | 0.31% | 39 |
|
|
2019
Q1 | $809K | Buy |
2,103
+431
| +26% | +$166K | 0.36% | 36 |
|
|
2018
Q4 | $539K | Buy |
1,672
+45
| +3% | +$15.5K | 0.27% | 42 |
|
|
2018
Q3 | $605K | Buy |
1,627
+151
| +10% | +$53K | 0.34% | 38 |
|
|
2018
Q2 | $495K | Buy |
1,476
+1
| +0.1% | +$344 | 0.32% | 39 |
|
|
2018
Q1 | $483K | Buy |
1,475
+88
| +6% | +$29.7K | 0.34% | 41 |
|
|
2017
Q4 | $444K | Buy |
+1,387
| New | +$375K | 0.32% | 44 |
|
Other funds holding BA
VCM
VPM
