Dogwood Wealth Management’s Boeing BA Stock Holding History

Dogwood Wealth Management’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 Q2	$65.4K	Buy	302 +29	+11%	+$6.45K	0.03%	137
2026 Q1	$54.3K	Buy	273 +33	+14%	+$7.51K	0.02%	141
2025 Q4	$52.1K	Sell	240 -2	-0.8%	-$411	0.02%	127
2025 Q3	$52.2K	Buy	242 +2	+0.8%	+$451	0.02%	123
2025 Q2	$52.4K	Buy	240 +56	+30%	+$10.6K	0.03%	120
2025 Q1	$31.4K	Buy	184 +5	+3%	+$865	0.02%	134
2024 Q4	$31.7K	Buy	179 +112	+167%	+$17.6K	0.02%	135
2024 Q3	$10.2K	Hold	67	–	–	0.01%	162
2024 Q2	$12.2K	Hold	67	–	–	0.01%	162
2024 Q1	$12.9K	Hold	67	–	–	0.01%	175
2023 Q4	$17.5K	Buy	+67	New	+$14.3K	0.01%	151

Other funds holding BA

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return