Marcum Wealth, LLC Boeing CO Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Boeing CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 10,811 shares of BA stock, worth $1.84 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,811

Previous 10,850 0.36%

Holding current value

$1.84 Million

Previous $1.65 Million 16.01%

% of portfolio

0.17%

Previous 0.16%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$138.14 - $180.72 $5,387 - $7,048	-39 Reduced 0.36%	10,811 $1.91 Million
Q3 2024 Oct 08, 2024	BUY	$152.04 - $190.6 $154,624 - $193,840	1,017 Added 10.34%	10,850 $1.65 Million
Q2 2024 Jul 02, 2024	BUY	$164.33 - $191.42 $11,503 - $13,399	70 Added 0.72%	9,833 $1.79 Million
Q1 2024 Apr 10, 2024	BUY	$179.84 - $251.76 $95,674 - $133,936	532 Added 5.76%	9,763 $1.88 Million
Q4 2023 Jan 10, 2024	BUY	$177.73 - $264.27 $28,259 - $42,018	159 Added 1.75%	9,231 $2.41 Million
Q3 2023 Oct 10, 2023	BUY	$190.43 - $238.85 $232,134 - $291,158	1,219 Added 15.52%	9,072 $1.74 Million
Q2 2023 Jul 13, 2023	BUY	$197.05 - $221.56 $3,743 - $4,209	19 Added 0.24%	7,853 $1.66 Million
Q1 2023 Apr 19, 2023	BUY	$195.35 - $218.45 $30,279 - $33,859	155 Added 2.02%	7,834 $1.66 Million
Q4 2022 Jan 12, 2023	SELL	$126.05 - $195.98 $10,588 - $16,462	-84 Reduced 1.08%	7,679 $0
Q3 2022 Oct 11, 2022	BUY	$121.08 - $172.08 $16,466 - $23,402	136 Added 1.78%	7,763 $940,000
Q2 2022 Jul 14, 2022	SELL	$115.86 - $191.18 $26,531 - $43,780	-229 Reduced 2.91%	7,627 $1.04 Million
Q1 2022 Apr 20, 2022	BUY	$169.17 - $225.96 $294,863 - $393,848	1,743 Added 28.51%	7,856 $1.51 Million
Q4 2021 Feb 01, 2022	SELL	$188.19 - $233.09 $102,375 - $126,800	-544 Reduced 8.17%	6,113 $1.23 Million
Q3 2021 Nov 08, 2021	BUY	$206.99 - $239.73 $49,056 - $56,816	237 Added 3.69%	6,657 $1.46 Million
Q2 2021 Aug 10, 2021	SELL	$220.78 - $259.36 $82,350 - $96,741	-373 Reduced 5.49%	6,420 $1.54 Million
Q1 2021 May 11, 2021	BUY	$194.03 - $269.19 $305,791 - $424,243	1,576 Added 30.21%	6,793 $1.73 Million
Q4 2020 Feb 09, 2021	BUY	$144.39 - $238.17 $495,690 - $817,637	3,433 Added 192.43%	5,217 $1.12 Million
Q3 2020 Nov 09, 2020	BUY	$146.05 - $187.94 $8,763 - $11,276	60 Added 3.48%	1,784 $295,000
Q2 2020 Aug 14, 2020	BUY	$120.0 - $230.5 $26,760 - $51,401	223 Added 14.86%	1,724 $316,000
Q1 2020 May 14, 2020	BUY	$95.01 - $347.45 $20,237 - $74,006	213 Added 16.54%	1,501 $224,000
Q4 2019 Feb 13, 2020	BUY	$325.76 - $376.54 $419,578 - $484,983	1,288 New	1,288 $420,000

Others Institutions Holding BA

# of Institutions

2,503

Shares Held

523M

Call Options Held

45.6M

Put Options Held

48.3M

View Full List

About BOEING CO

Ticker BA
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 595,982,976
Market Cap $101B
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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Boeing CO Transaction History