Avantax Planning Partners, Inc. Boeing CO Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Boeing CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,293 shares of BA stock, worth $615,659. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,293

Previous 7,216 40.51%

Holding current value

$615,659

Previous $1.31 Million 50.34%

% of portfolio

0.02%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$152.04 - $190.6 $444,412 - $557,123	-2,923 Reduced 40.51%	4,293 $652,000
Q2 2024 Aug 09, 2024	SELL	$164.33 - $191.42 $41,739 - $48,620	-254 Reduced 3.4%	7,216 $1.31 Million
Q1 2024 May 02, 2024	BUY	$179.84 - $251.76 $78,050 - $109,263	434 Added 6.17%	7,470 $1.44 Million
Q4 2023 Feb 09, 2024	SELL	$177.73 - $264.27 $34,657 - $51,532	-195 Reduced 2.7%	7,036 $1.83 Million
Q3 2023 Nov 03, 2023	SELL	$190.43 - $238.85 $115,210 - $144,504	-605 Reduced 7.72%	7,231 $1.39 Million
Q2 2023 Jul 17, 2023	SELL	$197.05 - $221.56 $129,855 - $146,008	-659 Reduced 7.76%	7,836 $1.65 Million
Q1 2023 Apr 20, 2023	SELL	$195.35 - $218.45 $168,001 - $187,867	-860 Reduced 9.19%	8,495 $1.8 Million
Q4 2022 Feb 09, 2023	BUY	$126.05 - $195.98 $22,436 - $34,884	178 Added 1.94%	9,355 $1.78 Million
Q3 2022 Oct 14, 2022	SELL	$121.08 - $172.08 $107,155 - $152,290	-885 Reduced 8.8%	9,177 $1.11 Million
Q2 2022 Jul 18, 2022	BUY	$115.86 - $191.18 $79,595 - $131,340	687 Added 7.33%	10,062 $1.38 Million
Q1 2022 May 09, 2022	SELL	$169.17 - $225.96 $227,702 - $304,142	-1,346 Reduced 12.55%	9,375 $1.8 Million
Q4 2021 Jan 28, 2022	BUY	$188.19 - $233.09 $15,055 - $18,647	80 Added 0.75%	10,721 $2.16 Million
Q3 2021 Oct 27, 2021	BUY	$206.99 - $239.73 $37,879 - $43,870	183 Added 1.75%	10,641 $2.34 Million
Q2 2021 Aug 10, 2021	SELL	$220.78 - $259.36 $101,117 - $118,786	-458 Reduced 4.2%	10,458 $2.51 Million
Q1 2021 May 06, 2021	SELL	$194.03 - $269.19 $183,940 - $255,192	-948 Reduced 7.99%	10,916 $2.78 Million
Q4 2020 Feb 04, 2021	SELL	$144.39 - $238.17 $138,903 - $229,119	-962 Reduced 7.5%	11,864 $2.54 Million
Q3 2020 Oct 28, 2020	BUY	$146.05 - $187.94 $36,220 - $46,609	248 Added 1.97%	12,826 $2.12 Million
Q2 2020 Jul 15, 2020	BUY	$120.0 - $230.5 $63,720 - $122,395	531 Added 4.41%	12,578 $2.31 Million
Q1 2020 Apr 27, 2020	SELL	$95.01 - $347.45 $158,381 - $579,199	-1,667 Reduced 12.16%	12,047 $1.8 Million
Q4 2019 Jan 15, 2020	SELL	$325.76 - $376.54 $129,978 - $150,239	-399 Reduced 2.83%	13,714 $4.47 Million
Q3 2019 Nov 08, 2019	BUY	$320.42 - $386.89 $962,221 - $1.16 Million	3,003 Added 27.03%	14,113 $5.37 Million
Q2 2019 Aug 07, 2019	BUY	$337.37 - $395.86 $227,724 - $267,205	675 Added 6.47%	11,110 $3.9 Million
Q1 2019 May 08, 2019	SELL	$310.9 - $440.62 $274,213 - $388,626	-882 Reduced 7.79%	10,435 $3.98 Million
Q4 2018 Feb 14, 2019	SELL	$294.16 - $392.3 $66,774 - $89,052	-227 Reduced 1.97%	11,317 $3.65 Million
Q3 2018 Nov 13, 2018	SELL	$331.76 - $372.23 $31,517 - $35,361	-95 Reduced 0.82%	11,544 $4.29 Million
Q2 2018 Aug 13, 2018	SELL	$322.44 - $371.56 $69,647 - $80,256	-216 Reduced 1.82%	11,639 $3.91 Million
Q1 2018 May 15, 2018	BUY	$296.67 - $364.64 $576,429 - $708,495	1,943 Added 19.6%	11,855 $3.89 Million
Q4 2017 Feb 09, 2018	SELL	$255.46 - $297.9 $416,655 - $485,874	-1,631 Reduced 14.13%	9,912 $2.92 Million
Q3 2017 Oct 19, 2017	BUY	$232.88 - $256.45 $2.69 Million - $2.96 Million	11,543	11,543 $2.93 Million

Others Institutions Holding BA

# of Institutions

2,267

Shares Held

388M

Call Options Held

24.7M

Put Options Held

34.6M

View Full List

About BOEING CO

Ticker BA
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 595,982,976
Market Cap $85.5B
Description
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Gl...

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Avantax Planning Partners, Inc. Boeing CO Transaction History