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Norris Financial Group’s Boeing BA Stock Holding History

Norris Financial 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
Q4 		– Sell
-1,434
Closed -$310K – 102
2025
Q3 		$310K Sell
1,434
-5
-0.3% -$1.13K 0.11% 79
2025
Q2 		$302K Buy
+1,439
New +$272K 0.12% 73
2024
Q1 		– Sell
-819
Closed -$213K – 75
2023
Q4 		$213K Buy
+819
New +$175K 0.13% 63
2023
Q2 		– Sell
-2,369
Closed -$503K – 64
2023
Q1 		$503K Buy
2,369
+500
+27% +$104K 0.37% 47
2022
Q4 		$356K Buy
+1,869
New +$306K 0.3% 54
2022
Q2 		– Sell
-1,279
Closed -$245K – 67
2022
Q1 		$245K Buy
+1,279
New +$257K 0.15% 67

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State Street
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Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return