Cary Street Partners Investment Advisory’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
916
+184
+25% +$38.6K 0.09% 249
2025
Q1
$125K Sell
732
-20
-3% -$3.41K 0.07% 276
2024
Q4
$133K Sell
752
-20,066
-96% -$3.55M 0.09% 238
2024
Q3
$3.17M Sell
20,818
-8,529
-29% -$1.3M 0.12% 195
2024
Q2
$5.34M Sell
29,347
-1,507
-5% -$274K 0.22% 117
2024
Q1
$5.95M Buy
30,854
+675
+2% +$130K 0.25% 106
2023
Q4
$7.86M Sell
30,179
-96
-0.3% -$25K 0.37% 74
2023
Q3
$5.8M Buy
30,275
+10,568
+54% +$2.03M 0.31% 90
2023
Q2
$4.16M Buy
19,707
+4,378
+29% +$924K 0.27% 105
2023
Q1
$3.26M Buy
15,329
+311
+2% +$66.1K 0.23% 115
2022
Q4
$2.86M Sell
15,018
-1,263
-8% -$241K 0.21% 122
2022
Q3
$1.97M Buy
16,281
+3,867
+31% +$468K 0.16% 151
2022
Q2
$1.7M Buy
12,414
+5,200
+72% +$711K 0.14% 159
2022
Q1
$1.38M Buy
7,214
+250
+4% +$47.9K 0.38% 81
2021
Q4
$1.4M Buy
6,964
+152
+2% +$30.6K 0.39% 78
2021
Q3
$1.5M Sell
6,812
-425
-6% -$93.5K 0.49% 62
2021
Q2
$1.73M Buy
7,237
+4,208
+139% +$1.01M 0.56% 56
2021
Q1
$772K Sell
3,029
-5,102
-63% -$1.3M 0.32% 82
2020
Q4
$1.74M Buy
8,131
+3,006
+59% +$644K 0.34% 73
2020
Q3
$847K Buy
+5,125
New +$847K 0.18% 142