Beaird Harris Wealth Management’s Boeing BA Stock Holding History

Beaird Harris 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	$71K	Sell	328 -402	-55%	-$89.4K	﹤0.01%	235
2026 Q1	$145K	Sell	730 -100	-12%	-$22.8K	0.01%	154
2025 Q4	$180K	Sell	830 -12	-1%	-$2.47K	0.01%	138
2025 Q3	$182K	Buy	842 +125	+17%	+$28.2K	0.01%	132
2025 Q2	$150K	Buy	717 +502	+233%	+$94.8K	0.01%	145
2025 Q1	$36.7K	Buy	215 +12	+6%	+$2.08K	﹤0.01%	252
2024 Q4	$35.9K	Hold	203	–	–	﹤0.01%	254
2024 Q3	$30.9K	Sell	203 -231	-53%	-$39.6K	﹤0.01%	266
2024 Q2	$79K	Buy	434 +222	+105%	+$39.6K	0.01%	182
2024 Q1	$40.9K	Sell	212 -25	-11%	-$5.14K	﹤0.01%	216
2023 Q4	$61.8K	Sell	237 -91	-28%	-$19.5K	0.01%	174
2023 Q3	$62.9K	Hold	328	–	–	0.01%	157
2023 Q2	$69.3K	Hold	328	–	–	0.01%	151
2023 Q1	$69.7K	Sell	328 -71	-18%	-$14.8K	0.01%	147
2022 Q4	$76K	Buy	399 +71	+22%	+$11.6K	0.01%	155
2022 Q3	$40K	Buy	328 +125	+62%	+$19.2K	0.01%	175
2022 Q2	$28K	Sell	203 -125	-38%	-$18.4K	0.01%	180
2022 Q1	$63K	Sell	328 -75	-19%	-$15.1K	0.02%	170
2021 Q4	$81K	Buy	+403	New	+$85.1K	0.03%	186

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