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Core Wealth Partners’s Boeing BA Stock Holding History

Core 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
2026
Q1 		$2.87M Buy
14,416
+90
+0.6% +$20.5K 1.33% 19
2025
Q4 		$3.11M Hold
14,326
– – 1.4% 16
2025
Q3 		$3.09M Buy
14,326
+67
+0.5% +$15.1K 1.42% 15
2025
Q2 		$2.99M Sell
14,259
-1
-0% -$189 1.52% 12
2025
Q1 		$2.43M Buy
14,260
+80
+0.6% +$13.8K 1.41% 17
2024
Q4 		$2.51M Sell
14,180
-309
-2% -$48.5K 1.44% 13
2024
Q3 		$2.2M Sell
14,489
-220
-1% -$37.7K 1.34% 16
2024
Q2 		$2.68M Buy
14,709
+858
+6% +$153K 1.83% 12
2024
Q1 		$2.67M Buy
13,851
+10
+0.1% +$2.06K 2.02% 12
2023
Q4 		$3.61M Buy
13,841
+4
+0% +$855 2.96% 7
2023
Q3 		$2.65M Buy
13,837
+5,210
+60% +$1.14M 2.41% 12
2023
Q2 		$1.82M Hold
8,627
– – 1.68% 15
2023
Q1 		$1.83M Sell
8,627
-2,167
-20% -$450K 1.84% 14
2022
Q4 		$614K Buy
+10,794
New +$1.77M 0.69% 40

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Geode Capital Management
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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