PFG Private Wealth Management’s Boeing BA Stock Holding History

PFG Private Wealth Management’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 Q2	–	Sell	-100	Closed	-$17.1K	–	74
2025 Q1	$17.1K	Hold	100	–	–	0.01%	117
2024 Q4	$17.7K	Hold	100	–	–	0.01%	119
2024 Q3	$15.2K	Hold	100	–	–	0.01%	127
2024 Q2	$18.2K	Hold	100	–	–	0.01%	117
2024 Q1	$19.3K	Sell	100 -7	-7%	-$1.44K	0.01%	110
2023 Q4	$27.9K	Sell	107 -10	-9%	-$2.14K	0.02%	96
2023 Q3	$22.4K	Hold	117	–	–	0.02%	160
2023 Q2	$24.7K	Hold	117	–	–	0.01%	170
2023 Q1	$24.9K	Sell	117 -158	-57%	-$32.8K	0.02%	167
2022 Q4	$52K	Buy	275 +158	+135%	+$25.8K	0.03%	139
2022 Q3	$14K	Hold	117	–	–	0.01%	166
2022 Q2	$16K	Hold	117	–	–	0.01%	182
2022 Q1	$22K	Hold	117	–	–	0.01%	177
2021 Q4	$24K	Hold	117	–	–	0.01%	176
2021 Q3	$26K	Buy	+117	New	+$26.1K	0.02%	165

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

PFG Private Wealth Management's BA Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Boeing (BA) in Q2 2025, closing a stake of 100 shares — an estimated $17.1K sold.

PFG Private Wealth Management first reported a position in BA in Q3 2021 and held it in 15 quarters. The position peaked at $52K in Q4 2022. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

PFG Private Wealth Management reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 100 Boeing shares in Q2 2025, an estimated $17.1K.
PFG Private Wealth Management first reported a position in Boeing in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Boeing position peaked at $52K in Q4 2022.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.