FWP
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Falcon Wealth Planning’s Boeing BA Stock Holding History

Falcon Wealth 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
Q2 		$733K Buy
3,386
+734
+28% +$163K 0.05% 121
2026
Q1 		$528K Buy
2,652
+377
+17% +$85.9K 0.04% 130
2025
Q4 		$494K Buy
2,275
+47
+2% +$9.67K 0.04% 120
2025
Q3 		$481K Buy
2,228
+28
+1% +$6.31K 0.04% 113
2025
Q2 		$461K Sell
2,200
-31
-1% -$5.86K 0.05% 107
2025
Q1 		$380K Buy
2,231
+47
+2% +$8.13K 0.04% 117
2024
Q4 		$387K Buy
2,184
+234
+12% +$36.7K 0.04% 119
2024
Q3 		$296K Sell
1,950
-29
-1% -$4.97K 0.03% 123
2024
Q2 		$360K Buy
1,979
+41
+2% +$7.31K 0.05% 97
2024
Q1 		$374K Sell
1,938
-48
-2% -$9.86K 0.06% 92
2023
Q4 		$518K Buy
1,986
+676
+52% +$145K 0.09% 69
2023
Q3 		$251K Sell
1,310
-35
-3% -$7.66K 0.05% 92
2023
Q2 		$284K Buy
1,345
+104
+8% +$21.6K 0.06% 83
2023
Q1 		$264K Buy
1,241
+103
+9% +$21.4K 0.07% 78
2022
Q4 		$217K Buy
+1,138
New +$186K 0.06% 89
2022
Q2 		– Sell
-1,061
Closed -$203K – 81
2022
Q1 		$203K Sell
1,061
-5,770
-84% -$1.16M 0.06% 73
2021
Q4 		$1.38M Buy
6,831
+100
+1% +$21.1K 0.45% 27
2021
Q3 		$1.48M Buy
6,731
+222
+3% +$49.5K 0.56% 24
2021
Q2 		$1.56M Buy
6,509
+199
+3% +$48.1K 0.67% 22
2021
Q1 		$1.61M Buy
6,310
+220
+4% +$48.9K 0.79% 21
2020
Q4 		$1.3M Buy
+6,090
New +$1.17M 0.73% 21

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return