Capital Analysts LLC’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.31M | Sell |
16,623
-1,829
| -10% | -$417K | 0.09% | 193 |
|
|
2025
Q4 | $4.01M | Buy |
18,452
+1,519
| +9% | +$312K | 0.11% | 157 |
|
|
2025
Q3 | $3.65M | Sell |
16,933
-585
| -3% | -$132K | 0.11% | 168 |
|
|
2025
Q2 | $3.67M | Sell |
17,518
-933
| -5% | -$176K | 0.12% | 148 |
|
|
2025
Q1 | $3.15M | Buy |
18,451
+917
| +5% | +$159K | 0.12% | 153 |
|
|
2024
Q4 | $3.1M | Buy |
17,534
+383
| +2% | +$60.1K | 0.12% | 139 |
|
|
2024
Q3 | $2.61M | Buy |
17,151
+383
| +2% | +$65.7K | 0.11% | 153 |
|
|
2024
Q2 | $3.05M | Buy |
16,768
+1,268
| +8% | +$226K | 0.13% | 136 |
|
|
2024
Q1 | $2.99M | Sell |
15,500
-117
| -0.7% | -$24K | 0.14% | 129 |
|
|
2023
Q4 | $4.07M | Buy |
15,617
+311
| +2% | +$66.5K | 0.21% | 95 |
|
|
2023
Q3 | $2.93M | Buy |
15,306
+47
| +0.3% | +$10.3K | 0.16% | 113 |
|
|
2023
Q2 | $3.22M | Sell |
15,259
-750
| -5% | -$156K | 0.18% | 106 |
|
|
2023
Q1 | $3.4M | Buy |
16,009
+109
| +0.7% | +$22.6K | 0.19% | 103 |
|
|
2022
Q4 | $3.03M | Buy |
15,900
+215
| +1% | +$35.2K | 0.18% | 111 |
|
|
2022
Q3 | $1.9M | Buy |
15,685
+1,320
| +9% | +$202K | 0.13% | 150 |
|
|
2022
Q2 | $1.96M | Buy |
14,365
+1,606
| +13% | +$237K | 0.14% | 149 |
|
|
2022
Q1 | $2.44M | Buy |
12,759
+523
| +4% | +$105K | 0.15% | 129 |
|
|
2021
Q4 | $2.46M | Sell |
12,236
-463
| -4% | -$97.8K | 0.15% | 139 |
|
|
2021
Q3 | $2.79M | Buy |
12,699
+109
| +0.9% | +$24.3K | 0.18% | 113 |
|
|
2021
Q2 | $3.02M | Sell |
12,590
-299
| -2% | -$72.3K | 0.2% | 105 |
|
|
2021
Q1 | $3.28M | Buy |
12,889
+11,803
| +1,087% | +$2.62M | 0.23% | 93 |
|
|
2020
Q4 | $232K | Buy |
1,086
+60
| +6% | +$11.5K | 0.02% | 235 |
|
|
2020
Q3 | $170K | Buy |
1,026
+215
| +27% | +$36.6K | 0.02% | 257 |
|
|
2020
Q2 | $149K | Sell |
811
-59
| -7% | -$9.07K | 0.02% | 243 |
|
|
2020
Q1 | $130K | Buy |
870
+749
| +619% | +$205K | 0.02% | 234 |
|
|
2019
Q4 | $39K | Sell |
121
-9
| -7% | -$3.19K | ﹤0.01% | 420 |
|
|
2019
Q3 | $49K | Buy |
130
+69
| +113% | +$24.7K | 0.01% | 386 |
|
|
2019
Q2 | $22K | Sell |
61
-621
| -91% | -$226K | ﹤0.01% | 450 |
|
|
2019
Q1 | $260K | Sell |
682
-2,902
| -81% | -$1.12M | 0.03% | 198 |
|
|
2018
Q4 | $1.16M | Buy |
3,584
+160
| +5% | +$55.3K | 0.15% | 118 |
|
|
2018
Q3 | $1.27M | Sell |
3,424
-104
| -3% | -$36.5K | 0.15% | 129 |
|
|
2018
Q2 | $1.18M | Sell |
3,528
-1,575
| -31% | -$542K | 0.14% | 122 |
|
|
2018
Q1 | $1.67M | Buy |
5,103
+191
| +4% | +$64.5K | 0.21% | 87 |
|
|
2017
Q4 | $1.45M | Sell |
4,912
-293
| -6% | -$79.3K | 0.18% | 92 |
|
|
2017
Q3 | $1.32M | Buy |
+5,205
| New | +$1.21M | 0.18% | 92 |
|
|
2015
Q3 | – | Sell |
-7,391
| Closed | -$1.03M | – | 355 |
|
|
2015
Q2 | $1.03M | Sell |
7,391
-538
| -7% | -$78.5K | 0.21% | 104 |
|
|
2015
Q1 | $1.19M | Buy |
7,929
+32
| +0.4% | +$4.66K | 0.25% | 82 |
|
|
2014
Q4 | $1.03M | Buy |
+7,897
| New | +$1M | 0.23% | 96 |
|
Other funds holding BA
VCM
VPM
