Abundance Wealth Counselors’s Boeing BA Stock Holding History

Abundance Wealth Counselors’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 Q1	$537K	Buy	2,699 +1,010	+60%	+$230K	0.08%	138
2025 Q4	$367K	Buy	1,689 +751	+80%	+$154K	0.06%	129
2025 Q3	$202K	Sell	938 -450	-32%	-$101K	0.03%	161
2025 Q2	$291K	Hold	1,388	–	–	0.05%	139
2025 Q1	$237K	Buy	+1,388	New	+$240K	0.05%	137
2024 Q1	–	Sell	-1,173	Closed	-$306K	–	139
2023 Q4	$306K	Sell	1,173 -150	-11%	-$32.1K	0.08%	118
2023 Q3	$254K	Buy	+1,323	New	+$289K	0.07%	116
2023 Q2	–	Sell	-1,203	Closed	-$256K	–	72
2023 Q1	$256K	Sell	1,203 -40	-3%	-$8.31K	0.06%	129
2022 Q4	$237K	Buy	+1,243	New	+$203K	0.06%	127
2022 Q2	–	Sell	-1,093	Closed	-$209K	–	146
2022 Q1	$209K	Sell	1,093 -180	-14%	-$36.1K	0.06%	138
2021 Q4	$256K	Buy	+1,273	New	+$269K	0.07%	102
2021 Q2	–	Sell	-23	Closed	-$6K	–	123
2021 Q1	$6K	Buy	+23	New	+$5.11K	﹤0.01%	279

Other funds holding BA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return