Capital Asset Advisory Services’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 | $299K | Sell |
1,327
-254
| -16% | -$57.8K | 0.01% | 244 |
|
|
2025
Q4 | $363K | Sell |
1,581
-1,654
| -51% | -$340K | 0.01% | 209 |
|
|
2025
Q3 | $698K | Buy |
3,235
+227
| +8% | +$51.2K | 0.03% | 152 |
|
|
2025
Q2 | $631K | Buy |
3,008
+1,681
| +127% | +$318K | 0.03% | 155 |
|
|
2025
Q1 | $224K | Sell |
1,327
-1,136
| -46% | -$197K | 0.01% | 261 |
|
|
2024
Q4 | $418K | Sell |
2,463
-66
| -3% | -$10.4K | 0.02% | 203 |
|
|
2024
Q3 | $391K | Buy |
2,529
+509
| +25% | +$87.3K | 0.02% | 216 |
|
|
2024
Q2 | $370K | Sell |
2,020
-207
| -9% | -$36.9K | 0.02% | 220 |
|
|
2024
Q1 | $408K | Sell |
2,227
-46
| -2% | -$9.45K | 0.02% | 206 |
|
|
2023
Q4 | $592K | Sell |
2,273
-368
| -14% | -$78.7K | 0.04% | 172 |
|
|
2023
Q3 | $518K | Sell |
2,641
-87
| -3% | -$19K | 0.04% | 188 |
|
|
2023
Q2 | $581K | Buy |
2,728
+4
| +0.1% | +$831 | 0.04% | 188 |
|
|
2023
Q1 | $579K | Sell |
2,724
-217
| -7% | -$45.1K | 0.04% | 187 |
|
|
2022
Q4 | $562K | Buy |
2,941
+163
| +6% | +$26.7K | 0.04% | 198 |
|
|
2022
Q3 | $336K | Buy |
2,778
+24
| +0.9% | +$3.68K | 0.04% | 230 |
|
|
2022
Q2 | $376K | Sell |
2,754
-56
| -2% | -$8.26K | 0.04% | 271 |
|
|
2022
Q1 | $538K | Buy |
2,810
+60
| +2% | +$12K | 0.06% | 237 |
|
|
2021
Q4 | $554K | Sell |
2,750
-283
| -9% | -$59.8K | 0.06% | 234 |
|
|
2021
Q3 | $667K | Buy |
3,033
+152
| +5% | +$33.9K | 0.07% | 200 |
|
|
2021
Q2 | $690K | Buy |
2,881
+12
| +0.4% | +$2.9K | 0.08% | 189 |
|
|
2021
Q1 | $731K | Buy |
+2,869
| New | +$638K | 0.11% | 175 |
|
|
2020
Q3 | – | Sell |
-3,017
| Closed | -$543K | – | 560 |
|
|
2020
Q2 | $543K | Buy |
3,017
+174
| +6% | +$26.7K | 0.12% | 155 |
|
|
2020
Q1 | $345K | Buy |
2,843
+315
| +12% | +$86.2K | 0.09% | 189 |
|
|
2019
Q4 | $871K | Buy |
+2,528
| New | +$895K | 0.2% | 94 |
|
|
2019
Q2 | – | Sell |
-2,335
| Closed | -$891K | – | 108 |
|
|
2019
Q1 | $891K | Sell |
2,335
-281
| -11% | -$108K | 1.15% | 14 |
|
|
2018
Q4 | $844K | Sell |
2,616
-65
| -2% | -$22.5K | 0.81% | 30 |
|
|
2018
Q3 | $997K | Hold |
2,681
| – | – | 0.84% | 27 |
|
|
2018
Q2 | $900K | Buy |
2,681
+300
| +13% | +$103K | 0.81% | 29 |
|
|
2018
Q1 | $781K | Sell |
2,381
-5
| -0.2% | -$1.69K | 0.72% | 36 |
|
|
2017
Q4 | $704K | Sell |
2,386
-20
| -0.8% | -$5.41K | 0.64% | 39 |
|
|
2017
Q3 | $612K | Buy |
2,406
+120
| +5% | +$28K | 0.55% | 48 |
|
|
2017
Q2 | $451K | Buy |
2,286
+315
| +16% | +$58.6K | 0.29% | 76 |
|
|
2017
Q1 | $349K | Hold |
1,971
| – | – | 0.25% | 69 |
|
|
2016
Q4 | $307K | Buy |
1,971
+40
| +2% | +$5.84K | 0.26% | 67 |
|
|
2016
Q3 | $254K | Hold |
1,931
| – | – | 0.34% | 54 |
|
|
2016
Q2 | $251K | Sell |
1,931
-105
| -5% | -$13.7K | 0.33% | 54 |
|
|
2016
Q1 | $258K | Buy |
2,036
+476
| +31% | +$59.1K | 0.28% | 66 |
|
|
2015
Q4 | $226K | Buy |
+1,560
| New | +$225K | 0.32% | 54 |
|
Other funds holding BA
VCM
VPM
Capital Asset Advisory Services's BA Position: Q1 2026 in Review
Capital Asset Advisory Services reduced its Boeing (BA) stake by 16% in Q1 2026, selling an estimated $57.8K and leaving 1,327 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #244.
Capital Asset Advisory Services first reported a position in BA in Q4 2015 and has held it in 38 quarters since. The position peaked at $997K in Q3 2018. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Capital Asset Advisory Services held 1,327 shares of Boeing worth $299K as of Q1 2026.
- Capital Asset Advisory Services sold 254 Boeing shares in Q1 2026, an estimated $57.8K.
- Boeing made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #244 holding.
- Capital Asset Advisory Services first reported a position in Boeing in Q4 2015 and has held it in 38 quarters since.
- Capital Asset Advisory Services's Boeing position peaked at $997K in Q3 2018.
- 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.