BigSur Wealth Management’s Boeing BA Stock Holding History

BigSur 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	$688K	Sell	3,180 -1,500	-32%	-$334K	0.17%	113
2026 Q1	$931K	Hold	4,680	–	–	0.26%	91
2025 Q4	$1.02M	Hold	4,680	–	–	0.25%	84
2025 Q3	$1.01M	Hold	4,680	–	–	0.25%	80
2025 Q2	$981K	Sell	4,680 -2,500	-35%	-$472K	0.25%	82
2025 Q1	$1.22M	Hold	7,180	–	–	0.33%	79
2024 Q4	$1.27M	Hold	7,180	–	–	0.36%	70
2024 Q3	$1.09M	Hold	7,180	–	–	0.3%	81
2024 Q2	$1.31M	Hold	7,180	–	–	0.4%	71
2024 Q1	$1.39M	Buy	7,180 +3,680	+105%	+$756K	0.43%	66
2023 Q4	$912K	Sell	3,500 -412	-11%	-$88.1K	0.43%	63
2023 Q3	$750K	Sell	3,912 -30	-0.8%	-$6.56K	0.38%	67
2023 Q2	$832K	Sell	3,942 -853	-18%	-$177K	0.4%	65
2023 Q1	$1.02M	Sell	4,795 -2,500	-34%	-$519K	0.48%	58
2022 Q4	$1.39M	Sell	7,295 -300	-4%	-$49.1K	0.67%	42
2022 Q3	$920K	Hold	7,595	–	–	0.47%	56
2022 Q2	$1.04M	Hold	7,595	–	–	0.49%	60
2022 Q1	$1.45M	Hold	7,595	–	–	0.57%	49
2021 Q4	$1.53M	Hold	7,595	–	–	0.6%	47
2021 Q3	$1.67M	Hold	7,595	–	–	0.75%	38
2021 Q2	$1.82M	Buy	7,595 +3,489	+85%	+$844K	0.82%	37
2021 Q1	$1.05M	Sell	4,106 -889	-18%	-$198K	0.54%	51
2020 Q4	$1.07M	Hold	4,995	–	–	0.6%	52
2020 Q3	$825K	Buy	4,995 +3,565	+249%	+$608K	0.53%	54
2020 Q2	$262K	Buy	+1,430	New	+$220K	0.19%	82
2020 Q1	–	Sell	-1,495	Closed	-$487K	–	109
2019 Q4	$487K	Sell	1,495 -200	-12%	-$70.8K	0.28%	73
2019 Q3	$645K	Hold	1,695	–	–	0.43%	52
2019 Q2	$604K	Hold	1,695	–	–	0.42%	52
2019 Q1	$647K	Sell	1,695 -300	-15%	-$115K	0.42%	50
2018 Q4	$643K	Buy	1,995 +630	+46%	+$218K	0.46%	47
2018 Q3	$508K	Buy	1,365 +200	+17%	+$70.3K	0.32%	59
2018 Q2	$391K	Sell	1,165 -1,800	-61%	-$619K	0.28%	65
2018 Q1	$972K	Buy	2,965 +900	+44%	+$304K	0.69%	27
2017 Q4	$609K	Sell	2,065 -639	-24%	-$173K	0.61%	40
2017 Q3	$687K	Hold	2,704	–	–	0.69%	36
2017 Q2	$650K	Sell	2,704 -526	-16%	-$97.9K	0.66%	38
2017 Q1	$604K	Hold	3,230	–	–	0.65%	37
2016 Q4	$503K	Buy	+3,230	New	+$472K	0.67%	38

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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