Creative Planning’s Boeing BA Stock Holding History

Creative Planning’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	$78M	Buy	391,748 +36,425	+10%	+$8.29M	0.05%	156
2025 Q4	$77.1M	Sell	355,323 -16,877	-5%	-$3.47M	0.06%	149
2025 Q3	$80.3M	Buy	372,200 +44,500	+14%	+$10M	0.06%	128
2025 Q2	$68.7M	Buy	327,700 +24,373	+8%	+$4.6M	0.06%	135
2025 Q1	$51.7M	Buy	303,327 +1,038	+0.3%	+$180K	0.05%	152
2024 Q4	$53.5M	Buy	302,289 +43,483	+17%	+$6.82M	0.05%	138
2024 Q3	$39.3M	Sell	258,806 -51,628	-17%	-$8.85M	0.04%	174
2024 Q2	$56.5M	Buy	310,434 +41,623	+15%	+$7.42M	0.06%	120
2024 Q1	$51.9M	Sell	268,811 -1,555	-0.6%	-$320K	0.06%	127
2023 Q4	$70.5M	Buy	270,366 +3,248	+1%	+$695K	0.13%	99
2023 Q3	$51.2M	Buy	267,118 +7,817	+3%	+$1.71M	0.07%	124
2023 Q2	$54.8M	Sell	259,301 -2,664	-1%	-$553K	0.07%	109
2023 Q1	$55.6M	Buy	261,965 +30,066	+13%	+$6.25M	0.08%	104
2022 Q4	$44.2M	Buy	231,899 +15,199	+7%	+$2.49M	0.07%	123
2022 Q3	$26.2M	Buy	216,700 +2,268	+1%	+$348K	0.05%	148
2022 Q2	$29.3M	Sell	214,432 -18,560	-8%	-$2.74M	0.05%	150
2022 Q1	$44.6M	Buy	232,992 +45,650	+24%	+$9.16M	0.07%	118
2021 Q4	$37.7M	Sell	187,342 -41,770	-18%	-$8.82M	0.06%	119
2021 Q3	$50.4M	Buy	229,112 +20,000	+10%	+$4.46M	0.09%	92
2021 Q2	$50.1M	Sell	209,112 -25,962	-11%	-$6.28M	0.09%	88
2021 Q1	$59.9M	Buy	235,074 +13,977	+6%	+$3.11M	0.12%	73
2020 Q4	$47.3M	Buy	221,097 +8,399	+4%	+$1.61M	0.1%	84
2020 Q3	$35.1M	Buy	212,698 +14,444	+7%	+$2.46M	0.09%	90
2020 Q2	$36.3M	Sell	198,254 -12,087	-6%	-$1.86M	0.11%	81
2020 Q1	$31.4M	Sell	210,341 -6,093	-3%	-$1.67M	0.11%	74
2019 Q4	$70.5M	Buy	216,434 +7,495	+4%	+$2.65M	0.21%	45
2019 Q3	$79.5M	Sell	208,939 -6,729	-3%	-$2.41M	0.26%	38
2019 Q2	$78.5M	Buy	215,668 +4,904	+2%	+$1.79M	0.26%	38
2019 Q1	$80.4M	Buy	210,764 +383	+0.2%	+$147K	0.29%	38
2018 Q4	$67.8M	Buy	210,381 +5,311	+3%	+$1.83M	0.28%	37
2018 Q3	$76.3M	Buy	205,070 +3,933	+2%	+$1.38M	0.28%	38
2018 Q2	$67.5M	Buy	201,137 +11,546	+6%	+$3.97M	0.27%	40
2018 Q1	$62.2M	Buy	189,591 +9,270	+5%	+$3.13M	0.25%	43
2017 Q4	$53.2M	Buy	180,321 +4,051	+2%	+$1.1M	0.23%	45
2017 Q3	$44.8M	Sell	176,270 -3,929	-2%	-$916K	0.21%	48
2017 Q2	$35.6M	Buy	180,199 +4,141	+2%	+$771K	0.18%	61
2017 Q1	$31.1M	Sell	176,058 -1,189	-0.7%	-$203K	0.17%	63
2016 Q4	$27.6M	Sell	177,247 -5,301	-3%	-$774K	0.17%	62
2016 Q3	$24M	Buy	182,548 +63,365	+53%	+$8.35M	0.15%	67
2016 Q2	$15.5M	Buy	119,183 +7,522	+7%	+$981K	0.11%	83
2016 Q1	$14.2M	Buy	111,661 +2,963	+3%	+$368K	0.11%	85
2015 Q4	$15.7M	Buy	108,698 +17,084	+19%	+$2.46M	0.13%	81
2015 Q3	$12M	Buy	91,614 +5,809	+7%	+$806K	0.11%	87
2015 Q2	$11.9M	Buy	85,805 +4,622	+6%	+$674K	0.11%	89
2015 Q1	$12.2M	Buy	81,183 +3,933	+5%	+$573K	0.11%	83
2014 Q4	$10M	Buy	77,250 +5,245	+7%	+$665K	0.1%	91
2014 Q3	$9.17M	Buy	72,005 +4,097	+6%	+$516K	0.11%	95
2014 Q2	$8.64M	Buy	67,908 +2,765	+4%	+$361K	0.11%	90
2014 Q1	$8.18M	Sell	65,143 -38,805	-37%	-$5.06M	0.12%	84
2013 Q4	$14.2M	Buy	103,948 +65,695	+172%	+$8.54M	0.24%	51
2013 Q3	$4.5M	Buy	38,253 +2,150	+6%	+$232K	0.09%	88
2013 Q2	$3.7M	Buy	+36,103	New	+$3.43M	0.09%	90