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Redwood Wealth Management Group’s Boeing BA Stock Holding History

Redwood Wealth Management 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
2026
Q1 		$391K Buy
1,963
+345
+21% +$78.6K 0.17% 107
2025
Q4 		$351K Buy
1,618
+297
+22% +$61.1K 0.15% 123
2025
Q3 		$285K Buy
1,321
+185
+16% +$41.7K 0.12% 141
2025
Q2 		$238K Buy
+1,136
New +$215K 0.11% 160
2025
Q1 		– Sell
-1,138
Closed -$202K – 159
2024
Q4 		$202K Buy
+1,138
New +$179K 0.1% 159
2024
Q3 		– Sell
-1,137
Closed -$207K – 245
2024
Q2 		$207K Sell
1,137
-176
-13% -$31.4K 0.16% 114
2024
Q1 		$253K Sell
1,313
-25
-2% -$5.14K 0.27% 99
2023
Q4 		$349K Sell
1,338
-10
-0.7% -$2.14K 0.39% 82
2023
Q3 		$258K Hold
1,348
– – 0.3% 98
2023
Q2 		$285K Buy
1,348
+100
+8% +$20.8K 0.32% 89
2023
Q1 		$265K Sell
1,248
-75
-6% -$15.6K 0.3% 100
2022
Q4 		$252K Buy
+1,323
New +$216K 0.31% 92

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return