A detailed history of Forum Financial Management, LP transactions in Boeing CO stock. As of the latest transaction made, Forum Financial Management, LP holds 5,929 shares of BA stock, worth $853,005. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,929
Previous 5,295 11.97%
Holding current value
$853,005
Previous $963,000 6.44%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$152.04 - $190.6 $96,393 - $120,840
634 Added 11.97%
5,929 $901,000
Q2 2024

Jul 30, 2024

SELL
$164.33 - $191.42 $158,085 - $184,146
-962 Reduced 15.37%
5,295 $963,000
Q1 2024

May 09, 2024

BUY
$179.84 - $251.76 $60,606 - $84,843
337 Added 5.69%
6,257 $1.21 Million
Q4 2023

Feb 07, 2024

BUY
$177.73 - $264.27 $57,939 - $86,152
326 Added 5.83%
5,920 $1.54 Million
Q3 2023

Nov 03, 2023

BUY
$190.43 - $238.85 $15,424 - $19,346
81 Added 1.47%
5,594 $1.07 Million
Q2 2023

Jul 26, 2023

BUY
$197.05 - $221.56 $131,432 - $147,780
667 Added 13.76%
5,513 $1.16 Million
Q1 2023

Apr 19, 2023

BUY
$195.35 - $218.45 $47,274 - $52,864
242 Added 5.26%
4,846 $1.03 Million
Q4 2022

Jan 24, 2023

SELL
$126.05 - $195.98 $45,125 - $70,160
-358 Reduced 7.21%
4,604 $0
Q3 2022

Nov 07, 2022

BUY
$121.08 - $172.08 $162,126 - $230,415
1,339 Added 36.96%
4,962 $601,000
Q2 2022

Aug 15, 2022

SELL
$115.86 - $191.18 $115,512 - $190,606
-997 Reduced 21.58%
3,623 $495,000
Q1 2022

May 16, 2022

SELL
$169.17 - $225.96 $34,679 - $46,321
-205 Reduced 4.25%
4,620 $884,000
Q4 2021

Feb 18, 2022

BUY
$188.19 - $233.09 $908,016 - $1.12 Million
4,825 New
4,825 $971,000

Others Institutions Holding BA

About BOEING CO


  • Ticker BA
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 595,982,976
  • Market Cap $85.7B
  • 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

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.