Cassaday & Co Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
3,150
-257
| -8% | -$53.9K | 0.02% | 179 |
|
|
2025
Q1 | $581K | Buy |
3,407
+121
| +4% | +$20.6K | 0.02% | 177 |
|
|
2024
Q4 | $582K | Buy |
3,286
+543
| +20% | +$96.1K | 0.02% | 175 |
|
|
2024
Q3 | $417K | Sell |
2,743
-38
| -1% | -$5.78K | 0.01% | 202 |
|
|
2024
Q2 | $506K | Sell |
2,781
-45
| -2% | -$8.19K | 0.02% | 170 |
|
|
2024
Q1 | $545K | Sell |
2,826
-852
| -23% | -$164K | 0.02% | 160 |
|
|
2023
Q4 | $959K | Buy |
3,678
+7
| +0.2% | +$1.83K | 0.03% | 102 |
|
|
2023
Q3 | $704K | Sell |
3,671
-141
| -4% | -$27K | 0.03% | 113 |
|
|
2023
Q2 | $805K | Buy |
3,812
+152
| +4% | +$32.1K | 0.03% | 112 |
|
|
2023
Q1 | $778K | Sell |
3,660
-92
| -2% | -$19.5K | 0.03% | 117 |
|
|
2022
Q4 | $715K | Buy |
+3,752
| New | +$715K | 0.03% | 122 |
|