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
2025
Q2
$472K Buy
2025
Q1
$339K Buy
2024
Q4
$287K Sell
2024
Q3
$257K Sell
2024
Q2
$313K Sell
2024
Q1
$382K Sell
2023
Q4
$574K Buy
2023
Q3
$415K Buy
2023
Q2
$442K Buy
2023
Q1
$434K Sell
2022
Q4
$393K Sell
2022
Q3
$251K Sell
2022
Q2
$311K Sell
2022
Q1
$538K Buy
2021
Q4
$454K Sell
2021
Q3
$688K Buy
2021
Q2
$625K Buy
2021
Q1
$561K Buy