Capital Advisors Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $494K | Buy |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $442K | Buy |
|
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $625K | Buy |
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|
2021
Q1 | $561K | Buy |
|