TFC Financial Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $84.2K | Sell |
423
-4
| -0.9% | -$911 | 0.01% | 219 |
|
|
2025
Q4 | $92.7K | Hold |
427
| – | – | 0.01% | 212 |
|
|
2025
Q3 | $92.2K | Hold |
427
| – | – | 0.01% | 214 |
|
|
2025
Q2 | $89.5K | Buy |
427
+3
| +0.7% | +$567 | 0.01% | 211 |
|
|
2025
Q1 | $72.3K | Sell |
424
-31
| -7% | -$5.37K | 0.01% | 220 |
|
|
2024
Q4 | $80.5K | Sell |
455
-225
| -33% | -$35.3K | 0.01% | 210 |
|
|
2024
Q3 | $103K | Sell |
680
-69
| -9% | -$11.8K | 0.02% | 190 |
|
|
2024
Q2 | $136K | Buy |
749
+6
| +0.8% | +$1.07K | 0.02% | 151 |
|
|
2024
Q1 | $143K | Buy |
743
+4
| +0.5% | +$822 | 0.03% | 147 |
|
|
2023
Q4 | $193K | Buy |
739
+1
| +0.1% | +$214 | 0.04% | 117 |
|
|
2023
Q3 | $141K | Hold |
738
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $156K | Buy |
738
+5
| +0.7% | +$1.04K | 0.04% | 130 |
|
|
2023
Q1 | $156K | Buy |
733
+7
| +1% | +$1.45K | 0.04% | 126 |
|
|
2022
Q4 | $138K | Hold |
726
| – | – | 0.04% | 125 |
|
|
2022
Q3 | $88K | Hold |
726
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $99K | Hold |
726
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $139K | Hold |
726
| – | – | 0.04% | 132 |
|
|
2021
Q4 | $146K | Sell |
726
-108
| -13% | -$22.8K | 0.04% | 130 |
|
|
2021
Q3 | $183K | Hold |
834
| – | – | 0.06% | 103 |
|
|
2021
Q2 | $200K | Hold |
834
| – | – | 0.07% | 94 |
|
|
2021
Q1 | $212K | Hold |
834
| – | – | 0.08% | 84 |
|
|
2020
Q4 | $179K | Hold |
834
| – | – | 0.08% | 91 |
|
|
2020
Q3 | $138K | Buy |
+834
| New | +$142K | 0.07% | 95 |
|
Other funds holding BA
VCM
VPM
