Abound Wealth Management’s Boeing BA Stock Holding History

Abound Wealth Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61.4K	Sell	283 -97	-26%	-$21.6K	0.01%	210
2026 Q1	$75.6K	Buy	380 +91	+31%	+$20.7K	0.02%	185
2025 Q4	$62.8K	Buy	289 +90	+45%	+$18.5K	0.01%	196
2025 Q3	$43K	Buy	199 +10	+5%	+$2.25K	0.01%	229
2025 Q2	$39.6K	Sell	189 -85	-31%	-$16.1K	0.01%	234
2025 Q1	$46.7K	Sell	274 -18	-6%	-$3.12K	0.02%	196
2024 Q4	$51.6K	Buy	292 +18	+7%	+$2.83K	0.02%	175
2024 Q3	$41.7K	Sell	274 -3	-1%	-$514	0.01%	199
2024 Q2	$50.4K	Buy	277 +41	+17%	+$7.31K	0.02%	150
2024 Q1	$45.5K	Buy	236 +111	+89%	+$22.8K	0.02%	156
2023 Q4	$32.6K	Sell	125 -58	-32%	-$12.4K	0.01%	191
2023 Q3	$35.1K	Buy	183 +24	+15%	+$5.25K	0.01%	164
2023 Q2	$33.6K	Sell	159 -83	-34%	-$17.2K	0.01%	167
2023 Q1	$51.4K	Buy	242 +44	+22%	+$9.14K	0.02%	123
2022 Q4	$37.7K	Buy	198 +82	+71%	+$13.4K	0.02%	137
2022 Q3	$14K	Buy	+116	New	+$17.8K	0.01%	238

Other funds holding BA

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return