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Carolinas Wealth Consulting’s Boeing BA Stock Holding History

Carolinas Wealth Consulting’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
-471
Closed -$80.3K – 79
2025
Q1 		$80.3K Sell
471
-5
-1% -$865 0.02% 278
2024
Q4 		$84.3K Buy
476
+1
+0.2% +$157 0.02% 276
2024
Q3 		$72.2K Buy
475
+8
+2% +$1.37K 0.01% 313
2024
Q2 		$85K Buy
467
+5
+1% +$891 0.02% 282
2024
Q1 		$89.2K Hold
462
– – 0.02% 281
2023
Q4 		$120K Hold
462
– – 0.03% 210
2023
Q3 		$86.3K Buy
462
+117
+34% +$25.6K 0.02% 232
2023
Q2 		$72.8K Buy
345
+169
+96% +$35.1K 0.01% 301
2023
Q1 		$37.4K Hold
176
– – 0.01% 404
2022
Q4 		$33.5K Buy
176
+6
+4% +$981 0.01% 409
2022
Q3 		$21K Sell
170
-111
-40% -$17K 0.01% 435
2022
Q2 		$38K Sell
281
-112
-28% -$16.5K 0.01% 364
2022
Q1 		$75K Buy
393
+112
+40% +$22.5K 0.02% 288
2021
Q4 		$57K Sell
281
-55
-16% -$11.6K 0.01% 345
2021
Q3 		$74K Hold
336
– – 0.02% 278
2021
Q2 		$80K Sell
336
-486
-59% -$117K 0.02% 297
2021
Q1 		$209K Buy
822
+29
+4% +$6.45K 0.05% 159
2020
Q4 		$170K Buy
793
+124
+19% +$23.8K 0.05% 165
2020
Q3 		$111K Buy
669
+6
+0.9% +$1.02K 0.04% 186
2020
Q2 		$122K Buy
+663
New +$102K 0.05% 133

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Carolinas Wealth Consulting's BA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Boeing (BA) in Q2 2025, closing a stake of 471 shares — an estimated $80.3K sold.

Carolinas Wealth Consulting first reported a position in BA in Q2 2020 and held it in 20 quarters. The position peaked at $209K in Q1 2021. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 471 Boeing shares in Q2 2025, an estimated $80.3K.
  • Carolinas Wealth Consulting first reported a position in Boeing in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Boeing position peaked at $209K in Q1 2021.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.