CoreCap Advisors’s Boeing BA Stock Holding History

CoreCap Advisors’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6M	Buy	7,407 +688	+10%	+$153K	0.05%	287
2026 Q1	$1.34M	Sell	6,719 -620	-8%	-$141K	0.05%	308
2025 Q4	$1.59M	Buy	7,339 +1,050	+17%	+$216K	0.06%	288
2025 Q3	$1.36M	Sell	6,289 -1,485	-19%	-$335K	0.05%	309
2025 Q2	$1.63M	Buy	7,774 +4,002	+106%	+$756K	0.07%	245
2025 Q1	$643K	Buy	3,772 +838	+29%	+$145K	0.03%	431
2024 Q4	$519K	Buy	2,934 +232	+9%	+$36.4K	0.02%	476
2024 Q3	$411K	Buy	+2,702	New	+$463K	0.02%	508
2024 Q2	–	Sell	-8,779	Closed	-$1.69M	–	1686
2024 Q1	$1.69M	Buy	8,779 +4,715	+116%	+$969K	0.09%	216
2023 Q4	$1.06M	Buy	4,064 +139	+4%	+$29.7K	0.07%	249
2023 Q3	$752K	Sell	3,925 -4,686	-54%	-$1.03M	0.05%	263
2023 Q2	$1.82M	Buy	+8,611	New	+$1.79M	0.13%	159
2022 Q4	$648K	Buy	3,403 +192	+6%	+$31.4K	0.05%	305
2022 Q3	$389K	Sell	3,211 -374	-10%	-$57.4K	0.03%	359
2022 Q2	$490K	Sell	3,585 -43	-1%	-$6.34K	0.04%	325
2022 Q1	$695K	Sell	3,628 -7,072	-66%	-$1.42M	0.05%	284
2021 Q4	$2.15M	Buy	+10,700	New	+$2.26M	0.14%	119

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return