GoalVest Advisory’s Boeing BA Stock Holding History

GoalVest Advisory’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	$50.2K	Hold	232	–	–	0.01%	205
2026 Q1	$46.2K	Sell	232 -97	-29%	-$22.1K	0.01%	236
2025 Q4	$71.4K	Sell	329 -137	-29%	-$28.2K	0.01%	207
2025 Q3	$101K	Hold	466	–	–	0.02%	168
2025 Q2	$97.6K	Buy	466 +25	+6%	+$4.72K	0.02%	168
2025 Q1	$75.2K	Sell	441 -9	-2%	-$1.56K	0.02%	157
2024 Q4	$79.7K	Buy	450 +16	+4%	+$2.51K	0.02%	159
2024 Q3	$66K	Hold	434	–	–	0.02%	167
2024 Q2	$79K	Hold	434	–	–	0.03%	149
2024 Q1	$83.8K	Buy	434 +209	+93%	+$42.9K	0.03%	159
2023 Q4	$58.6K	Hold	225	–	–	0.03%	125
2023 Q3	$43.1K	Buy	225 +25	+13%	+$5.47K	0.02%	153
2023 Q2	$42.2K	Hold	200	–	–	0.02%	149
2023 Q1	$42.5K	Hold	200	–	–	0.02%	121
2022 Q4	$38.1K	Hold	200	–	–	0.02%	122
2022 Q3	$24K	Sell	200 -776	-80%	-$119K	0.02%	141
2022 Q2	$134K	Sell	976 -690	-41%	-$102K	0.08%	120
2022 Q1	$319K	Buy	+1,666	New	+$334K	0.18%	101
2021 Q2	$677K	Buy	2,824 +229	+9%	+$55.4K	0.42%	66
2021 Q1	$661K	Buy	2,595 +85	+3%	+$18.9K	0.49%	69
2020 Q4	$537K	Buy	+2,510	New	+$482K	0.45%	66

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