BC
BA icon

Barrett & Company’s Boeing BA Stock Holding History

Barrett & Company’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 		$91.6K Buy
460
+150
+48% +$34.2K 0.03% 223
2025
Q4 		$67.4K Sell
310
-340
-52% -$69.9K 0.02% 257
2025
Q3 		$140K Hold
650
– – 0.05% 183
2025
Q2 		$136K Hold
650
– – 0.05% 178
2025
Q1 		$111K Buy
650
+10
+2% +$1.73K 0.05% 181
2024
Q4 		$113K Hold
640
– – 0.05% 177
2024
Q3 		$97.4K Hold
640
– – 0.04% 201
2024
Q2 		$117K Sell
640
-66
-9% -$11.8K 0.05% 178
2024
Q1 		$136K Sell
706
-2,525
-78% -$519K 0.06% 164
2023
Q4 		$842K Sell
3,231
-805
-20% -$172K 0.46% 45
2023
Q3 		$774K Sell
4,036
-56
-1% -$12.3K 0.46% 44
2023
Q2 		$864K Hold
4,092
– – 0.5% 41
2023
Q1 		$869K Sell
4,092
-800
-16% -$166K 0.55% 38
2022
Q4 		$932K Hold
4,892
– – 0.62% 38
2022
Q3 		$932K Buy
+4,892
New +$750K 0.62% 38

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VCM
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Newport Trust Company
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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
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VPM
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