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KWMG LLC’s Boeing BA Stock Holding History

KWMG LLC’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 		$7.5M Buy
34,669
+535
+2% +$119K 0.54% 61
2026
Q1 		$6.79M Buy
34,134
+1,031
+3% +$235K 0.57% 65
2025
Q4 		$7.19M Buy
33,103
+435
+1% +$89.5K 0.62% 53
2025
Q3 		$7.05M Buy
32,668
+560
+2% +$126K 0.62% 56
2025
Q2 		$6.73M Buy
32,108
+564
+2% +$107K 0.63% 55
2025
Q1 		$5.38M Buy
31,544
+847
+3% +$147K 0.55% 67
2024
Q4 		$5.43M Buy
30,697
+2,424
+9% +$380K 0.56% 67
2024
Q3 		$4.3M Buy
28,273
+968
+4% +$166K 0.43% 84
2024
Q2 		$4.97M Buy
27,305
+2,545
+10% +$454K 0.54% 74
2024
Q1 		$4.78M Buy
24,760
+704
+3% +$145K 0.52% 76
2023
Q4 		$6.27M Sell
24,056
-757
-3% -$162K 0.73% 42
2023
Q3 		$4.76M Buy
24,813
+252
+1% +$55.1K 0.6% 62
2023
Q2 		$5.19M Buy
24,561
+598
+2% +$124K 0.64% 54
2023
Q1 		$5.09M Buy
23,963
+117
+0.5% +$24.3K 0.69% 44
2022
Q4 		$4.54M Buy
23,846
+802
+3% +$131K 0.65% 54
2022
Q3 		$2.79M Buy
23,044
+2,031
+10% +$312K 0.43% 85
2022
Q2 		$2.87M Buy
21,013
+3,730
+22% +$550K 0.43% 86
2022
Q1 		$3.31M Buy
17,283
+3,630
+27% +$729K 0.45% 84
2021
Q4 		$2.75M Buy
13,653
+785
+6% +$166K 0.37% 93
2021
Q3 		$2.83M Buy
12,868
+895
+7% +$200K 0.41% 88
2021
Q2 		$2.83M Buy
11,973
+644
+6% +$156K 0.43% 91
2021
Q1 		$2.89M Buy
11,329
+604
+6% +$134K 0.46% 86
2020
Q4 		$2.3M Buy
10,725
+558
+5% +$107K 0.41% 89
2020
Q3 		$1.68M Buy
10,167
+701
+7% +$119K 0.34% 89
2020
Q2 		$1.74M Buy
9,466
+1,793
+23% +$276K 0.38% 83
2020
Q1 		$1.14M Buy
7,673
+79
+1% +$21.6K 0.31% 87
2019
Q4 		$2.47M Buy
7,594
+265
+4% +$93.8K 0.54% 59
2019
Q3 		$2.79M Buy
7,329
+160
+2% +$57.2K 0.67% 43
2019
Q2 		$2.61M Buy
7,169
+251
+4% +$91.5K 0.63% 45
2019
Q1 		$2.64M Sell
6,918
-40
-0.6% -$15.4K 0.65% 34
2018
Q4 		$2.24M Buy
6,958
+285
+4% +$98.5K 0.61% 42
2018
Q3 		$2.48M Sell
6,673
-529
-7% -$186K 0.63% 39
2018
Q2 		$2.42M Buy
7,202
+257
+4% +$88.4K 0.66% 37
2018
Q1 		$2.28M Buy
6,945
+240
+4% +$81.1K 0.67% 37
2017
Q4 		$1.98M Buy
6,705
+488
+8% +$132K 0.6% 52
2017
Q3 		$1.58M Buy
6,217
+474
+8% +$110K 0.52% 68
2017
Q2 		$1.14M Buy
+5,743
New +$1.07M 0.4% 84

Other funds holding BA

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
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return