Intrepid Financial Planning Group’s Boeing BA Stock Holding History

Intrepid Financial Planning Group’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 Q1	–	Sell	-1,165	Closed	-$206K	–	119
2024 Q4	$206K	Sell	1,165 -195	-14%	-$30.6K	0.09%	110
2024 Q3	$207K	Sell	1,360 -65	-5%	-$11.1K	0.09%	114
2024 Q2	$259K	Hold	1,425	–	–	0.11%	102
2024 Q1	$275K	Sell	1,425 -1,000	-41%	-$205K	0.12%	103
2023 Q4	$632K	Sell	2,425 -218	-8%	-$46.6K	0.3%	56
2023 Q3	$507K	Sell	2,643 -70	-3%	-$15.3K	0.26%	60
2023 Q2	$573K	Sell	2,713 -32	-1%	-$6.65K	0.28%	60
2023 Q1	$583K	Sell	2,745 -50	-2%	-$10.4K	0.29%	56
2022 Q4	$532K	Sell	2,795 -110	-4%	-$18K	0.29%	56
2022 Q3	$352K	Sell	2,905 -35	-1%	-$5.37K	0.2%	68
2022 Q2	$402K	Buy	+2,940	New	+$434K	0.22%	64

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Intrepid Financial Planning Group's BA Position: Q1 2025 in Review

Intrepid Financial Planning Group sold out of Boeing (BA) in Q1 2025, closing a stake of 1,165 shares — an estimated $206K sold.

Intrepid Financial Planning Group first reported a position in BA in Q2 2022 and held it in 11 quarters. The position peaked at $632K in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Intrepid Financial Planning Group reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 1,165 Boeing shares in Q1 2025, an estimated $206K.
Intrepid Financial Planning Group first reported a position in Boeing in Q2 2022 and held it in 11 quarters.
Intrepid Financial Planning Group's Boeing position peaked at $632K in Q4 2023.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2025, filed 13 May 2025.