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Catalyst Financial Partners’s Boeing BA Stock Holding History

Catalyst Financial Partners’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
Q1 		$455K Buy
2,284
+15
+0.7% +$3.42K 0.05% 220
2025
Q4 		$493K Sell
2,269
-78
-3% -$16K 0.05% 178
2025
Q3 		$507K Buy
2,347
+401
+21% +$90.4K 0.06% 166
2025
Q2 		$408K Sell
1,946
-15
-0.8% -$2.83K 0.04% 191
2025
Q1 		$334K Buy
1,961
+167
+9% +$28.9K 0.06% 197
2024
Q4 		$318K Buy
1,794
+283
+19% +$44.4K 0.06% 202
2024
Q3 		$230K Sell
1,511
-118
-7% -$20.2K 0.04% 240
2024
Q2 		$296K Buy
1,629
+239
+17% +$42.6K 0.07% 188
2024
Q1 		$237K Sell
1,390
-101
-7% -$20.8K 0.06% 200
2023
Q4 		$389K Buy
1,491
+75
+5% +$16K 0.11% 126
2023
Q3 		$271K Buy
1,416
+73
+5% +$16K 0.09% 166
2023
Q2 		$284K Buy
1,343
+195
+17% +$40.5K 0.1% 149
2023
Q1 		$244K Buy
+1,148
New +$239K 0.1% 150

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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
Loomis, Sayles & Company
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VPM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return