Olistico Wealth’s Boeing BA Stock Holding History

Olistico Wealth’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	$64.9K	Hold	300	–	–	0.03%	148
2026 Q1	$59.7K	Hold	300	–	–	0.03%	149
2025 Q4	$65.1K	Buy	+300	New	+$61.7K	0.03%	139
2025 Q3	–	Sell	-300	Closed	-$62.9K	–	112
2025 Q2	$62.9K	Hold	300	–	–	0.03%	146
2025 Q1	$51.2K	Hold	300	–	–	0.03%	160
2024 Q4	$53.1K	Hold	300	–	–	0.03%	157
2024 Q3	$45.6K	Buy	300 +15	+5%	+$2.57K	0.03%	167
2024 Q2	$51.9K	Buy	+285	New	+$50.8K	0.03%	160
2024 Q1	–	Sell	-1,715	Closed	-$447K	–	104
2023 Q4	$447K	Sell	1,715 -600	-26%	-$128K	0.35%	65
2023 Q3	$444K	Sell	2,315 -10	-0.4%	-$2.19K	0.4%	66
2023 Q2	$491K	Buy	2,325 +275	+13%	+$57.1K	0.42%	59
2023 Q1	$435K	Buy	+2,050	New	+$426K	0.42%	60

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