Wright Investors Service’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 | $2.01M | Buy |
10,075
+2,673
| +36% | +$609K | 0.63% | 45 |
|
|
2025
Q4 | $1.61M | Sell |
7,402
-684
| -8% | -$141K | 0.48% | 58 |
|
|
2025
Q3 | $1.75M | Sell |
8,086
-654
| -7% | -$147K | 0.51% | 54 |
|
|
2025
Q2 | $1.83M | Buy |
+8,740
| New | +$1.65M | 0.55% | 46 |
|
|
2024
Q2 | – | Sell |
-3,305
| Closed | -$638K | – | 142 |
|
|
2024
Q1 | $638K | Sell |
3,305
-105
| -3% | -$21.6K | 0.16% | 119 |
|
|
2023
Q4 | $889K | Buy |
3,410
+40
| +1% | +$8.55K | 0.25% | 97 |
|
|
2023
Q3 | $646K | Sell |
3,370
-5,701
| -63% | -$1.25M | 0.19% | 114 |
|
|
2023
Q2 | $1.92M | Sell |
9,071
-217
| -2% | -$45.1K | 0.54% | 61 |
|
|
2023
Q1 | $1.97M | Buy |
9,288
+4,187
| +82% | +$870K | 0.56% | 61 |
|
|
2022
Q4 | $972K | Sell |
5,101
-2,750
| -35% | -$450K | 0.28% | 97 |
|
|
2022
Q3 | $951K | Buy |
7,851
+824
| +12% | +$126K | 0.3% | 93 |
|
|
2022
Q2 | $961K | Sell |
7,027
-2,823
| -29% | -$416K | 0.27% | 98 |
|
|
2022
Q1 | $1.89M | Sell |
9,850
-958
| -9% | -$192K | 0.47% | 70 |
|
|
2021
Q4 | $2.18M | Buy |
10,808
+2,422
| +29% | +$512K | 0.55% | 66 |
|
|
2021
Q3 | $1.84M | Sell |
8,386
-4,851
| -37% | -$1.08M | 0.52% | 66 |
|
|
2021
Q2 | $3.17M | Buy |
13,237
+4,135
| +45% | +$1,000K | 0.86% | 37 |
|
|
2021
Q1 | $2.32M | Buy |
9,102
+1,460
| +19% | +$325K | 0.7% | 49 |
|
|
2020
Q4 | $1.64M | Buy |
7,642
+4,271
| +127% | +$821K | 0.56% | 59 |
|
|
2020
Q3 | $557K | Buy |
3,371
+83
| +3% | +$14.1K | 0.2% | 106 |
|
|
2020
Q2 | $603K | Sell |
3,288
-12,674
| -79% | -$1.95M | 0.23% | 107 |
|
|
2020
Q1 | $2.38M | Buy |
15,962
+119
| +0.8% | +$32.6K | 1.03% | 26 |
|
|
2019
Q4 | $5.16M | Sell |
15,843
-847
| -5% | -$300K | 1.77% | 13 |
|
|
2019
Q3 | $6.35M | Sell |
16,690
-2
| -0% | -$715 | 2.28% | 8 |
|
|
2019
Q2 | $6.08M | Buy |
16,692
+148
| +0.9% | +$54K | 2.32% | 7 |
|
|
2019
Q1 | $6.31M | Sell |
16,544
-3,425
| -17% | -$1.32M | 2.55% | 5 |
|
|
2018
Q4 | $6.44M | Buy |
19,969
+779
| +4% | +$269K | 2.76% | 4 |
|
|
2018
Q3 | $7.14M | Buy |
19,190
+1,984
| +12% | +$697K | 2.61% | 6 |
|
|
2018
Q2 | $5.77M | Sell |
17,206
-1,872
| -10% | -$644K | 2.29% | 9 |
|
|
2018
Q1 | $6.25M | Sell |
19,078
-750
| -4% | -$253K | 2.15% | 7 |
|
|
2017
Q4 | $5.85M | Buy |
19,828
+1,921
| +11% | +$520K | 1.96% | 9 |
|
|
2017
Q3 | $4.55M | Sell |
17,907
-2,533
| -12% | -$590K | 1.66% | 11 |
|
|
2017
Q2 | $4.04M | Buy |
20,440
+3,495
| +21% | +$651K | 1.53% | 13 |
|
|
2017
Q1 | $3M | Sell |
16,945
-3,930
| -19% | -$669K | 1.21% | 17 |
|
|
2016
Q4 | $3.25M | Sell |
20,875
-1,620
| -7% | -$237K | 1.41% | 12 |
|
|
2016
Q3 | $2.96M | Sell |
22,495
-695
| -3% | -$91.6K | 1.24% | 17 |
|
|
2016
Q2 | $3.01M | Buy |
23,190
+3,470
| +18% | +$452K | 1.24% | 18 |
|
|
2016
Q1 | $2.5M | Buy |
19,720
+7,299
| +59% | +$906K | 0.99% | 26 |
|
|
2015
Q4 | $1.8M | Buy |
12,421
+363
| +3% | +$52.3K | 0.66% | 39 |
|
|
2015
Q3 | $1.58M | Buy |
12,058
+8,495
| +238% | +$1.18M | 0.71% | 39 |
|
|
2015
Q2 | $494K | Buy |
3,563
+1,018
| +40% | +$148K | 0.24% | 128 |
|
|
2015
Q1 | $382K | Buy |
2,545
+10
| +0.4% | +$1.46K | 0.18% | 155 |
|
|
2014
Q4 | $329K | Sell |
2,535
-1,357
| -35% | -$172K | 0.16% | 166 |
|
|
2014
Q3 | $496K | Buy |
3,892
+1,221
| +46% | +$154K | 0.24% | 121 |
|
|
2014
Q2 | $340K | Sell |
2,671
-2,400
| -47% | -$313K | 0.15% | 168 |
|
|
2014
Q1 | $636K | Sell |
5,071
-920
| -15% | -$120K | 0.29% | 119 |
|
|
2013
Q4 | $818K | Hold |
5,991
| – | – | 0.36% | 86 |
|
|
2013
Q3 | $704K | Buy |
5,991
+571
| +11% | +$61.5K | 0.32% | 95 |
|
|
2013
Q2 | $555K | Buy |
+5,420
| New | +$515K | 0.26% | 117 |
|
Other funds holding BA
VCM
VPM
