Cassaday & Co 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
$682K Buy
2025
Q2
$660K Sell
2025
Q1
$581K Buy
2024
Q4
$582K Buy
2024
Q3
$417K Sell
2024
Q2
$506K Sell
2024
Q1
$545K Sell
2023
Q4
$959K Buy
2023
Q3
$704K Sell
2023
Q2
$805K Buy
2023
Q1
$778K Sell
2022
Q4
$715K Buy