Trivant Custom Portfolio Group’s Boeing BA Stock Holding History

Trivant Custom Portfolio 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 Q2	–	Sell	-100	Closed	-$17.1K	–	111
2025 Q1	$17.1K	Hold	100	–	–	0.01%	130
2024 Q4	$17.7K	Buy	+100	New	+$15.7K	0.01%	122
2024 Q3	–	Sell	-650	Closed	-$118K	–	175
2024 Q2	$118K	Sell	650 -12	-2%	-$2.14K	0.07%	75
2024 Q1	$128K	Hold	662	–	–	0.08%	66
2023 Q4	$173K	Buy	662 +212	+47%	+$45.3K	0.12%	62
2023 Q3	$86.3K	Hold	450	–	–	0.06%	66
2023 Q2	$95K	Buy	450 +200	+80%	+$41.5K	0.07%	67
2023 Q1	$53.1K	Buy	+250	New	+$51.9K	0.04%	115

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

Trivant Custom Portfolio Group's BA Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Boeing (BA) in Q2 2025, closing a stake of 100 shares — an estimated $17.1K sold.

Trivant Custom Portfolio Group first reported a position in BA in Q1 2023 and held it in 8 quarters. The position peaked at $173K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 100 Boeing shares in Q2 2025, an estimated $17.1K.
Trivant Custom Portfolio Group first reported a position in Boeing in Q1 2023 and held it in 8 quarters.
Trivant Custom Portfolio Group's Boeing position peaked at $173K in Q4 2023.
2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.