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Cerro Pacific Wealth Advisors’s Boeing BA Stock Holding History

Cerro Pacific 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
Q4 		– Sell
-1,173
Closed -$253K – 154
2025
Q3 		$253K Sell
1,173
-315
-21% -$71K 0.07% 143
2025
Q2 		$312K Buy
1,488
+91
+7% +$17.2K 0.09% 130
2025
Q1 		$247K Sell
1,397
-332
-19% -$57.5K 0.08% 140
2024
Q4 		$263K Buy
1,729
+17
+1% +$2.67K 0.09% 136
2024
Q3 		$312K Hold
1,712
– – 0.12% 125
2024
Q2 		$312K Buy
+1,712
New +$305K 0.12% 126
2022
Q2 		– Sell
-1,075
Closed -$206K – 139
2022
Q1 		$206K Sell
1,075
-393
-27% -$78.9K 0.13% 115
2021
Q4 		$296K Hold
1,468
– – 0.19% 108
2021
Q3 		$323K Buy
1,468
+225
+18% +$50.2K 0.23% 107
2021
Q2 		$298K Buy
+1,243
New +$301K 0.22% 104
2020
Q4 		$408K Buy
+1,906
New +$366K 0.24% 81

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