C2C Wealth Management’s Boeing BA Stock Holding History

C2C 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	$455K	Hold	2,100	–	–	0.36%	51
2026 Q1	$418K	Hold	2,100	–	–	0.35%	56
2025 Q4	$456K	Hold	2,100	–	–	0.38%	50
2025 Q3	$453K	Hold	2,100	–	–	0.39%	49
2025 Q2	$440K	Hold	2,100	–	–	0.4%	47
2025 Q1	$358K	Hold	2,100	–	–	0.34%	59
2024 Q4	$372K	Hold	2,100	–	–	0.34%	55
2024 Q3	$314K	Hold	2,100	–	–	0.29%	66
2024 Q2	$382K	Hold	2,100	–	–	0.37%	52
2024 Q1	$405K	Sell	2,100 -1,000	-32%	-$205K	0.4%	49
2023 Q4	$807K	Sell	3,100 -9,319	-75%	-$1.99M	0.68%	40
2023 Q3	$2.33M	Buy	12,419 +298	+2%	+$65.2K	0.33%	32
2023 Q2	$2.57M	Buy	12,121 +6,267	+107%	+$1.3M	0.34%	29
2023 Q1	$1.24M	Buy	5,854 +1,150	+24%	+$239K	0.2%	60
2022 Q4	$986K	Hold	4,704	–	–	0.17%	62
2022 Q3	$628K	Sell	4,704 -412	-8%	-$63.2K	0.12%	86
2022 Q2	$799K	Buy	5,116 +404	+9%	+$59.6K	0.15%	78
2022 Q1	$873K	Sell	4,712 -614	-12%	-$123K	0.15%	81
2021 Q4	$1.07M	Buy	+5,326	New	+$1.13M	0.15%	78

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