Heritage Financial Services, LLC Boeing CO Transaction History

Heritage Financial Services, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$164.33 - $191.42 $2,957 - $3,445	-18 Reduced 1.48%	1,200 $218,000
Q1 2024 May 14, 2024	BUY	$179.84 - $251.76 $3,237 - $4,531	18 Added 1.5%	1,218 $235,000
Q4 2023 Feb 02, 2024	SELL	$177.73 - $264.27 $355 - $528	-2 Reduced 0.17%	1,200 $312,000
Q3 2023 Oct 19, 2023	BUY	$190.43 - $238.85 $380 - $477	2 Added 0.17%	1,202 $230,000
Q2 2023 Jul 31, 2023	SELL	$197.05 - $221.56 $59,115 - $66,468	-300 Reduced 20.0%	1,200 $253,000
Q1 2023 May 10, 2023	SELL	$195.35 - $218.45 $13,869 - $15,509	-71 Reduced 4.52%	1,500 $318,000
Q4 2022 Jan 27, 2023	BUY	$126.05 - $195.98 $198,024 - $307,884	1,571 New	1,571 $0
Q2 2022 Jul 19, 2022	SELL	$115.86 - $191.18 $55,496 - $91,575	-479 Reduced 22.86%	1,616 $220,000
Q1 2022 Aug 30, 2022	BUY	$169.17 - $225.96 $59,209 - $79,086	350 Added 20.06%	2,095 $401,000
Q4 2021 Aug 26, 2022	BUY	$188.19 - $233.09 $328,391 - $406,742	1,745 New	1,745 $351,000

2,266

388M

24.7M

34.6M

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...

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Heritage Financial Services, LLC with notifications on news.