Cahill Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+1,083
| New | +$227K | 0.03% | 257 |
|
|
2025
Q1 | – | Sell |
-1,131
| Closed | -$200K | – | 268 |
|
|
2024
Q4 | $200K | Buy |
+1,131
| New | +$200K | 0.03% | 256 |
|
|
2024
Q3 | – | Sell |
-1,231
| Closed | -$224K | – | 254 |
|
|
2024
Q2 | $224K | Sell |
1,231
-206
| -14% | -$37.5K | 0.03% | 245 |
|
|
2024
Q1 | $277K | Sell |
1,437
-911
| -39% | -$176K | 0.04% | 226 |
|
|
2023
Q4 | $612K | Buy |
2,348
+105
| +5% | +$27.4K | 0.09% | 154 |
|
|
2023
Q3 | $430K | Buy |
2,243
+97
| +5% | +$18.6K | 0.07% | 167 |
|
|
2023
Q2 | $453K | Buy |
2,146
+504
| +31% | +$106K | 0.07% | 168 |
|
|
2023
Q1 | $349K | Buy |
+1,642
| New | +$349K | 0.06% | 177 |
|
|
2021
Q4 | – | Sell |
-401
| Closed | -$88K | – | 268 |
|
|
2021
Q3 | $88K | Buy |
+401
| New | +$88K | 0.02% | 275 |
|
|
2020
Q2 | – | Sell |
-3,825
| Closed | -$571K | – | 160 |
|
|
2020
Q1 | $571K | Sell |
3,825
-403
| -10% | -$60.2K | 0.26% | 89 |
|
|
2019
Q4 | $1.38M | Sell |
4,228
-439
| -9% | -$143K | 0.5% | 54 |
|
|
2019
Q3 | $1.78M | Buy |
4,667
+38
| +0.8% | +$14.5K | 0.69% | 45 |
|
|
2019
Q2 | $1.69M | Buy |
4,629
+69
| +2% | +$25.1K | 0.67% | 44 |
|
|
2019
Q1 | $1.74M | Sell |
4,560
-292
| -6% | -$111K | 0.72% | 41 |
|
|
2018
Q4 | $1.57M | Sell |
4,852
-7
| -0.1% | -$2.26K | 0.78% | 38 |
|
|
2018
Q3 | $1.81M | Buy |
4,859
+14
| +0.3% | +$5.21K | 0.8% | 34 |
|
|
2018
Q2 | $1.63M | Sell |
4,845
-225
| -4% | -$75.5K | 0.75% | 38 |
|
|
2018
Q1 | $1.66M | Sell |
5,070
-367
| -7% | -$120K | 0.79% | 37 |
|
|
2017
Q4 | $1.6M | Sell |
5,437
-58
| -1% | -$17.1K | 0.81% | 35 |
|
|
2017
Q3 | $1.4M | Buy |
5,495
+120
| +2% | +$30.5K | 0.74% | 41 |
|
|
2017
Q2 | $1.06M | Buy |
5,375
+178
| +3% | +$35.2K | 0.59% | 44 |
|
|
2017
Q1 | $920K | Hold |
5,197
| – | – | 0.53% | 47 |
|
|
2016
Q4 | $810K | Sell |
5,197
-67
| -1% | -$10.4K | 0.49% | 52 |
|
|
2016
Q3 | $694K | Buy |
5,264
+129
| +3% | +$17K | 0.45% | 54 |
|
|
2016
Q2 | $667K | Buy |
5,135
+61
| +1% | +$7.92K | 0.47% | 54 |
|
|
2016
Q1 | $645K | Buy |
5,074
+759
| +18% | +$96.5K | 0.48% | 51 |
|
|
2015
Q4 | $624K | Buy |
4,315
+400
| +10% | +$57.8K | 0.51% | 52 |
|
|
2015
Q3 | $513K | Hold |
3,915
| – | – | 0.42% | 66 |
|
|
2015
Q2 | $544K | Sell |
3,915
-285
| -7% | -$39.6K | 0.41% | 63 |
|
|
2015
Q1 | $631K | Buy |
4,200
+100
| +2% | +$15K | 0.48% | 54 |
|
|
2014
Q4 | $533K | Buy |
4,100
+150
| +4% | +$19.5K | 0.41% | 64 |
|
|
2014
Q3 | $504K | Buy |
3,950
+840
| +27% | +$107K | 0.4% | 63 |
|
|
2014
Q2 | $396K | Buy |
3,110
+1,330
| +75% | +$169K | 0.31% | 75 |
|
|
2014
Q1 | $224K | Buy |
+1,780
| New | +$224K | 0.19% | 99 |
|