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Beacon Bridge Wealth Partners’s Boeing BA Stock Holding History

Beacon Bridge Wealth Partners’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 		$343K Sell
1,721
-6
-0.3% -$1.37K 0.11% 84
2025
Q4 		$375K Buy
1,727
+14
+0.8% +$2.88K 0.12% 81
2025
Q3 		$370K Buy
1,713
+18
+1% +$4.06K 0.13% 73
2025
Q2 		$355K Buy
1,695
+6
+0.4% +$1.13K 0.14% 68
2025
Q1 		$288K Buy
1,689
+4
+0.2% +$692 0.12% 76
2024
Q4 		$298K Sell
1,685
-16
-0.9% -$2.51K 0.13% 73
2024
Q3 		$259K Hold
1,701
– – 0.11% 77
2024
Q2 		$310K Buy
1,701
+21
+1% +$3.74K 0.14% 76
2024
Q1 		$324K Sell
1,680
-14
-0.8% -$2.88K 0.15% 76
2023
Q4 		$442K Sell
1,694
-100
-6% -$21.4K 0.22% 61
2023
Q3 		$344K Buy
1,794
+14
+0.8% +$3.06K 0.18% 60
2023
Q2 		$376K Buy
1,780
+100
+6% +$20.8K 0.19% 50
2023
Q1 		$357K Hold
1,680
– – 0.21% 52
2022
Q4 		$320K Buy
+1,680
New +$275K 0.23% 56

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VCM
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State Street
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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
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