CAAS
Capital Asset Advisory Services’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
3,008
+1,681
| +127% | +$353K | 0.03% | 155 |
|
|
2025
Q1 | $224K | Sell |
1,327
-1,136
| -46% | -$191K | 0.01% | 261 |
|
|
2024
Q4 | $418K | Sell |
2,463
-66
| -3% | -$11.2K | 0.02% | 203 |
|
|
2024
Q3 | $391K | Buy |
2,529
+509
| +25% | +$78.7K | 0.02% | 216 |
|
|
2024
Q2 | $370K | Sell |
2,020
-207
| -9% | -$37.9K | 0.02% | 220 |
|
|
2024
Q1 | $408K | Sell |
2,227
-46
| -2% | -$8.42K | 0.02% | 206 |
|
|
2023
Q4 | $592K | Sell |
2,273
-368
| -14% | -$95.9K | 0.04% | 172 |
|
|
2023
Q3 | $518K | Sell |
2,641
-87
| -3% | -$17.1K | 0.04% | 188 |
|
|
2023
Q2 | $581K | Buy |
2,728
+4
| +0.1% | +$852 | 0.04% | 188 |
|
|
2023
Q1 | $579K | Sell |
2,724
-217
| -7% | -$46.1K | 0.04% | 187 |
|
|
2022
Q4 | $562K | Buy |
2,941
+163
| +6% | +$31.1K | 0.04% | 198 |
|
|
2022
Q3 | $336K | Buy |
2,778
+24
| +0.9% | +$2.9K | 0.04% | 230 |
|
|
2022
Q2 | $376K | Sell |
2,754
-56
| -2% | -$7.65K | 0.04% | 271 |
|
|
2022
Q1 | $538K | Buy |
2,810
+60
| +2% | +$11.5K | 0.06% | 237 |
|
|
2021
Q4 | $554K | Sell |
2,750
-283
| -9% | -$57K | 0.06% | 234 |
|
|
2021
Q3 | $667K | Buy |
3,033
+152
| +5% | +$33.4K | 0.07% | 200 |
|
|
2021
Q2 | $690K | Buy |
2,881
+12
| +0.4% | +$2.87K | 0.08% | 189 |
|
|
2021
Q1 | $731K | Buy |
+2,869
| New | +$731K | 0.11% | 175 |
|
|
2020
Q3 | – | Sell |
-3,017
| Closed | -$543K | – | 560 |
|
|
2020
Q2 | $543K | Buy |
3,017
+174
| +6% | +$31.3K | 0.12% | 155 |
|
|
2020
Q1 | $345K | Buy |
2,843
+315
| +12% | +$38.2K | 0.09% | 189 |
|
|
2019
Q4 | $871K | Buy |
+2,528
| New | +$871K | 0.2% | 94 |
|
|
2019
Q2 | – | Sell |
-2,335
| Closed | -$891K | – | 108 |
|
|
2019
Q1 | $891K | Sell |
2,335
-281
| -11% | -$107K | 1.15% | 14 |
|
|
2018
Q4 | $844K | Sell |
2,616
-65
| -2% | -$21K | 0.81% | 30 |
|
|
2018
Q3 | $997K | Hold |
2,681
| – | – | 0.84% | 27 |
|
|
2018
Q2 | $900K | Buy |
2,681
+300
| +13% | +$101K | 0.81% | 29 |
|
|
2018
Q1 | $781K | Sell |
2,381
-5
| -0.2% | -$1.64K | 0.72% | 36 |
|
|
2017
Q4 | $704K | Sell |
2,386
-20
| -0.8% | -$5.9K | 0.64% | 39 |
|
|
2017
Q3 | $612K | Buy |
2,406
+120
| +5% | +$30.5K | 0.55% | 48 |
|
|
2017
Q2 | $451K | Buy |
2,286
+315
| +16% | +$62.1K | 0.29% | 76 |
|
|
2017
Q1 | $349K | Hold |
1,971
| – | – | 0.25% | 69 |
|
|
2016
Q4 | $307K | Buy |
1,971
+40
| +2% | +$6.23K | 0.26% | 67 |
|
|
2016
Q3 | $254K | Hold |
1,931
| – | – | 0.34% | 54 |
|
|
2016
Q2 | $251K | Sell |
1,931
-105
| -5% | -$13.6K | 0.33% | 54 |
|
|
2016
Q1 | $258K | Buy |
2,036
+476
| +31% | +$60.3K | 0.28% | 66 |
|
|
2015
Q4 | $226K | Buy |
+1,560
| New | +$226K | 0.32% | 54 |
|