Cliftonlarsonallen Wealth Advisors, LLC Boeing CO Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$126.05 - $195.98 $22,562 - $35,080	-179 Reduced 1.73%	10,174 $0
Q3 2022 Oct 12, 2022	BUY	$121.08 - $172.08 $12,350 - $17,552	102 Added 1.0%	10,353 $1.25 Million
Q2 2022 Jul 08, 2022	SELL	$115.86 - $191.18 $205,535 - $339,153	-1,774 Reduced 14.75%	10,251 $1.4 Million
Q1 2022 Apr 27, 2022	BUY	$169.17 - $225.96 $2.03 Million - $2.72 Million	12,025 New	12,025 $2.3 Million
Q4 2021 Jan 26, 2022	SELL	$188.19 - $233.09 $1.22 Million - $1.51 Million	-6,493 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$206.99 - $239.73 $1.34 Million - $1.56 Million	6,493 New	6,493 $1.43 Million
Q3 2021 Oct 14, 2021	SELL	$206.99 - $239.73 $1.38 Million - $1.6 Million	-6,663 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$220.78 - $259.36 $1.47 Million - $1.73 Million	6,663 New	6,663 $1.6 Million
Q3 2020 Oct 13, 2020	SELL	$146.05 - $187.94 $1.57 Million - $2.02 Million	-10,740 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$120.0 - $230.5 $1.29 Million - $2.48 Million	10,740 New	10,740 $1.97 Million
Q1 2019 Apr 09, 2019	SELL	$310.9 - $440.62 $9.43 Million - $13.4 Million	-30,329 Closed	0 $0
Q4 2018 Jan 22, 2019	SELL	$294.16 - $392.3 $8,236 - $10,984	-28 Reduced 0.09%	30,329 $9.78 Million
Q3 2018 Nov 05, 2018	BUY	$331.76 - $372.23 $2,654 - $2,977	8 Added 0.03%	30,357 $11.3 Million
Q2 2018 Jul 23, 2018	BUY	$322.44 - $371.56 $47,076 - $54,247	146 Added 0.48%	30,349 $10.2 Million
Q1 2018 Apr 26, 2018	SELL	$296.67 - $364.64 $49,840 - $61,259	-168 Reduced 0.55%	30,203 $9.9 Million
Q4 2017 Jan 31, 2018	SELL	$255.46 - $297.9 $22,480 - $26,215	-88 Reduced 0.29%	30,371 $8.96 Million
Q3 2017 Nov 06, 2017	BUY	$232.88 - $256.45 $7.09 Million - $7.81 Million	30,459	30,459 $7.74 Million

Others Institutions Holding BA

# of Institutions

2,266

Shares Held

388M

Call Options Held

24.7M

Put Options Held

34.6M

Vanguard Group Inc Valley Forge, PA

51.8M
Shares

$8.05 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

36.3M
Shares

$5.64 Billion
0.15% of portfolio
Newport Trust CO Washington, DC

30.6M
Shares

$4.76 Billion
11.6% of portfolio
State Street Corp Boston, MA

27.8M
Shares

$4.32 Billion
0.18% of portfolio
Capital Research Global Investors Los Angeles, CA

25.8M
Shares

$4.01 Billion
0.85% of portfolio

View Full List

About BOEING CO

Ticker BA
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 595,982,976
Market Cap $92.6B
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...

More about BA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account