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CFM Wealth Partners’s Boeing BA Stock Holding History

CFM Wealth 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
2024
Q3 		– Sell
-1,342
Closed -$244K – 144
2024
Q2 		$244K Sell
1,342
-329
-20% -$58.6K 0.04% 134
2024
Q1 		$322K Sell
1,671
-524
-24% -$108K 0.06% 126
2023
Q4 		$572K Sell
2,195
-369
-14% -$78.9K 0.13% 101
2023
Q3 		$491K Sell
2,564
-502
-16% -$110K 0.13% 101
2023
Q2 		$647K Sell
3,066
-297
-9% -$61.7K 0.16% 96
2023
Q1 		$714K Buy
3,363
+35
+1% +$7.27K 0.19% 87
2022
Q4 		$634K Buy
3,328
+100
+3% +$16.4K 0.19% 95
2022
Q3 		$391K Sell
3,228
-1,238
-28% -$190K 0.12% 115
2022
Q2 		$611K Sell
4,466
-228
-5% -$33.6K 0.18% 98
2022
Q1 		$899K Sell
4,694
-120
-2% -$24.1K 0.22% 86
2021
Q4 		$1M Sell
4,814
-403
-8% -$85.1K 0.22% 85
2021
Q3 		$1.15M Sell
5,217
-164
-3% -$36.6K 0.29% 70
2021
Q2 		$1.29M Sell
5,381
-593
-10% -$143K 0.34% 61
2021
Q1 		$1.52M Sell
5,974
-3,881
-39% -$863K 0.46% 53
2020
Q4 		$2.11M Sell
9,855
-10,516
-52% -$2.02M 0.67% 40
2020
Q3 		$3.37M Sell
20,371
-1,236
-6% -$211K 1.23% 20
2020
Q2 		$3.96M Sell
21,607
-2,370
-10% -$364K 1.5% 12
2020
Q1 		$3.58M Buy
23,977
+226
+1% +$61.9K 1.66% 13
2019
Q4 		$7.88M Buy
+23,751
New +$8.41M 2.91% 6

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Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return