Carolina Wealth Advisors’s Boeing BA Stock Holding History

Carolina Wealth Advisors’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
2025 Q2	–	Sell	-102	Closed	-$17.4K	–	274
2025 Q1	$17.4K	Hold	102	–	–	0.01%	118
2024 Q4	$18.1K	Hold	102	–	–	0.01%	127
2024 Q3	$15.5K	Buy	+102	New	+$17.5K	0.01%	147
2024 Q1	–	Sell	-12	Closed	-$3.13K	–	224
2023 Q4	$3.13K	Hold	12	–	–	﹤0.01%	196
2023 Q3	$2.3K	Hold	12	–	–	﹤0.01%	217
2023 Q2	$2.53K	Hold	12	–	–	﹤0.01%	204
2023 Q1	$2.55K	Hold	12	–	–	﹤0.01%	211
2022 Q4	$2K	Hold	12	–	–	﹤0.01%	200
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	221
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	231
2022 Q1	$2K	Buy	+12	New	+$2.41K	﹤0.01%	244

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Carolina Wealth Advisors's BA Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Boeing (BA) in Q2 2025, closing a stake of 102 shares — an estimated $17.4K sold.

Carolina Wealth Advisors first reported a position in BA in Q1 2022 and held it in 11 quarters. The position peaked at $18.1K in Q4 2024. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

Carolina Wealth Advisors reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 102 Boeing shares in Q2 2025, an estimated $17.4K.
Carolina Wealth Advisors first reported a position in Boeing in Q1 2022 and held it in 11 quarters.
Carolina Wealth Advisors's Boeing position peaked at $18.1K in Q4 2024.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.