Gitterman Wealth Management’s Boeing BA Stock Holding History

Gitterman 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
2025 Q3	–	Sell	-691	Closed	-$145K	–	148
2025 Q2	$145K	Buy	+691	New	+$131K	0.03%	200
2025 Q1	–	Sell	-1,501	Closed	-$266K	–	136
2024 Q4	$266K	Buy	1,501 +4	+0.3%	+$628	0.11%	84
2024 Q3	$228K	Hold	1,497	–	–	0.09%	102
2024 Q2	$272K	Buy	1,497 +400	+36%	+$71.3K	0.11%	69
2024 Q1	$212K	Sell	1,097 -300	-21%	-$61.6K	0.08%	88
2023 Q4	$364K	Hold	1,397	–	–	0.16%	39
2023 Q3	$268K	Sell	1,397 -15	-1%	-$3.28K	0.13%	42
2023 Q2	$298K	Hold	1,412	–	–	0.14%	42
2023 Q1	$300K	Hold	1,412	–	–	0.14%	34
2022 Q4	$269K	Buy	+1,412	New	+$231K	0.13%	38
2022 Q2	–	Sell	-1,350	Closed	-$259K	–	75
2022 Q1	$259K	Buy	1,350 +91	+7%	+$18.3K	0.21%	63
2021 Q4	$253K	Sell	1,259 -65	-5%	-$13.7K	0.19%	69
2021 Q3	$291K	Hold	1,324	–	–	0.23%	45
2021 Q2	$317K	Hold	1,324	–	–	0.26%	39
2021 Q1	$337K	Buy	+1,324	New	+$294K	0.22%	37

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gitterman Wealth Management's BA Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Boeing (BA) in Q3 2025, closing a stake of 691 shares — an estimated $145K sold.

Gitterman Wealth Management first reported a position in BA in Q1 2021 and held it in 15 quarters. The position peaked at $364K in Q4 2023. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

Gitterman Wealth Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
Gitterman Wealth Management sold 691 Boeing shares in Q3 2025, an estimated $145K.
Gitterman Wealth Management first reported a position in Boeing in Q1 2021 and held it in 15 quarters.
Gitterman Wealth Management's Boeing position peaked at $364K in Q4 2023.
2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.