TrueWealth Advisors’s Boeing BA Stock Holding History

TrueWealth Advisors’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	$357K	Sell	1,648 -46	-3%	-$10.2K	0.08%	181
2026 Q1	$337K	Buy	1,694 +46	+3%	+$10.5K	0.08%	188
2025 Q4	$358K	Hold	1,648	–	–	0.09%	173
2025 Q3	$356K	Hold	1,648	–	–	0.1%	163
2025 Q2	$345K	Hold	1,648	–	–	0.1%	159
2025 Q1	$281K	Sell	1,648 -17	-1%	-$2.94K	0.09%	169
2024 Q4	$295K	Buy	1,665 +17	+1%	+$2.67K	0.1%	171
2024 Q3	$251K	Hold	1,648	–	–	0.08%	188
2024 Q2	$300K	Hold	1,648	–	–	0.11%	158
2024 Q1	$318K	Hold	1,648	–	–	0.12%	140
2023 Q4	$430K	Hold	1,648	–	–	0.17%	99
2023 Q3	$316K	Hold	1,648	–	–	0.13%	119
2023 Q2	$348K	Hold	1,648	–	–	0.14%	112
2023 Q1	$350K	Hold	1,648	–	–	0.15%	115
2022 Q4	$314K	Buy	+1,648	New	+$270K	0.14%	127
2022 Q3	–	Sell	-1,648	Closed	-$225K	–	163
2022 Q2	$225K	Sell	1,648 -299	-15%	-$44.1K	0.1%	148
2022 Q1	$392K	Hold	1,947	–	–	0.18%	112
2021 Q4	$392K	Hold	1,947	–	–	0.18%	112
2021 Q3	$428K	Buy	+1,947	New	+$434K	0.24%	80

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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