Capital Advisors Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
2,252
+265
| +13% | +$55.5K | 0.07% | 115 |
|
|
2025
Q1 | $339K | Buy |
1,987
+363
| +22% | +$61.9K | 0.06% | 131 |
|
|
2024
Q4 | $287K | Sell |
1,624
-69
| -4% | -$12.2K | 0.05% | 136 |
|
|
2024
Q3 | $257K | Sell |
1,693
-28
| -2% | -$4.26K | 0.05% | 140 |
|
|
2024
Q2 | $313K | Sell |
1,721
-259
| -13% | -$47.1K | 0.06% | 118 |
|
|
2024
Q1 | $382K | Sell |
1,980
-221
| -10% | -$42.7K | 0.08% | 101 |
|
|
2023
Q4 | $574K | Buy |
2,201
+38
| +2% | +$9.91K | 0.13% | 74 |
|
|
2023
Q3 | $415K | Buy |
2,163
+69
| +3% | +$13.2K | 0.11% | 88 |
|
|
2023
Q2 | $442K | Buy |
2,094
+51
| +2% | +$10.8K | 0.11% | 84 |
|
|
2023
Q1 | $434K | Sell |
2,043
-18
| -0.9% | -$3.82K | 0.12% | 84 |
|
|
2022
Q4 | $393K | Sell |
2,061
-15
| -0.7% | -$2.86K | 0.12% | 80 |
|
|
2022
Q3 | $251K | Sell |
2,076
-199
| -9% | -$24.1K | 0.08% | 100 |
|
|
2022
Q2 | $311K | Sell |
2,275
-532
| -19% | -$72.7K | 0.1% | 85 |
|
|
2022
Q1 | $538K | Buy |
2,807
+554
| +25% | +$106K | 0.16% | 66 |
|
|
2021
Q4 | $454K | Sell |
2,253
-877
| -28% | -$177K | 0.14% | 72 |
|
|
2021
Q3 | $688K | Buy |
3,130
+523
| +20% | +$115K | 0.24% | 56 |
|
|
2021
Q2 | $625K | Buy |
2,607
+406
| +18% | +$97.3K | 0.23% | 53 |
|
|
2021
Q1 | $561K | Buy |
+2,201
| New | +$561K | 0.24% | 55 |
|