Western Pacific Wealth Management’s Boeing BA Stock Holding History

Western Pacific 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
2024 Q4	–	Sell	-200	Closed	-$30.4K	–	214
2024 Q3	$30.4K	Sell	200 -95	-32%	-$16.3K	0.02%	181
2024 Q2	$53.7K	Hold	295	–	–	0.04%	138
2024 Q1	$56.9K	Hold	295	–	–	0.04%	137
2023 Q4	$76.9K	Hold	295	–	–	0.06%	115
2023 Q3	$56.5K	Hold	295	–	–	0.05%	124
2023 Q2	$62.3K	Hold	295	–	–	0.05%	125
2023 Q1	$62.7K	Hold	295	–	–	0.05%	120
2022 Q4	$56.2K	Buy	295 +200	+211%	+$32.7K	0.05%	125
2022 Q3	$11K	Hold	95	–	–	0.01%	192
2022 Q2	$12K	Hold	95	–	–	0.01%	140
2022 Q1	$18K	Sell	95 -605	-86%	-$121K	0.01%	145
2021 Q4	$140K	Buy	+700	New	+$148K	0.09%	55

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Western Pacific Wealth Management's BA Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Boeing (BA) in Q4 2024, closing a stake of 200 shares — an estimated $30.4K sold.

Western Pacific Wealth Management first reported a position in BA in Q4 2021 and held it in 12 quarters. The position peaked at $140K in Q4 2021. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Western Pacific Wealth Management reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 200 Boeing shares in Q4 2024, an estimated $30.4K.
Western Pacific Wealth Management first reported a position in Boeing in Q4 2021 and held it in 12 quarters.
Western Pacific Wealth Management's Boeing position peaked at $140K in Q4 2021.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.