Merriman Wealth Management, LLC Boeing CO Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Boeing CO stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,877 shares of BA stock, worth $606,270. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,877

Previous 5,024 42.73%

Holding current value

$606,270

Previous $763,000 33.29%

% of portfolio

0.02%

Previous 0.03%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$138.14 - $180.72 $296,586 - $388,005	-2,147 Reduced 42.73%	2,877 $509,000
Q3 2024 Nov 12, 2024	BUY	$152.04 - $190.6 $240,071 - $300,957	1,579 Added 45.83%	5,024 $763,000
Q2 2024 Aug 13, 2024	BUY	$164.33 - $191.42 $120,289 - $140,119	732 Added 26.98%	3,445 $627,000
Q1 2024 May 14, 2024	BUY	$179.84 - $251.76 $127,686 - $178,749	710 Added 35.45%	2,713 $523,000
Q4 2023 Feb 13, 2024	BUY	$177.73 - $264.27 $65,226 - $96,987	367 Added 22.43%	2,003 $522,000
Q3 2023 Nov 13, 2023	BUY	$190.43 - $238.85 $2,666 - $3,343	14 Added 0.86%	1,636 $313,000
Q2 2023 Aug 14, 2023	BUY	$197.05 - $221.56 $3,546 - $3,988	18 Added 1.12%	1,622 $342,000
Q1 2023 May 04, 2023	SELL	$195.35 - $218.45 $31,842 - $35,607	-163 Reduced 9.22%	1,604 $340,000
Q4 2022 Feb 13, 2023	BUY	$126.05 - $195.98 $1,764 - $2,743	14 Added 0.8%	1,767 $336,000
Q3 2022 Oct 26, 2022	SELL	$121.08 - $172.08 $17,072 - $24,263	-141 Reduced 7.44%	1,753 $212,000
Q2 2022 Jul 29, 2022	SELL	$115.86 - $191.18 $101,956 - $168,238	-880 Reduced 31.72%	1,894 $258,000
Q1 2022 Apr 28, 2022	SELL	$169.17 - $225.96 $43,476 - $58,071	-257 Reduced 8.48%	2,774 $531,000
Q4 2021 Feb 01, 2022	BUY	$188.19 - $233.09 $79,980 - $99,063	425 Added 16.31%	3,031 $610,000
Q4 2021 Feb 01, 2022	BUY	$188.19 - $233.09 $82,239 - $101,860	437 Added 20.15%	2,606 $624,000
Q3 2021 Nov 09, 2021	SELL	$206.99 - $239.73 $90,454 - $104,762	-437 Reduced 16.77%	2,169 $477,000
Q2 2021 Jul 28, 2021	SELL	$220.78 - $259.36 $7,285 - $8,558	-33 Reduced 1.25%	2,606 $624,000
Q1 2021 May 10, 2021	SELL	$194.03 - $269.19 $2.11 Million - $2.92 Million	-10,860 Reduced 80.45%	2,639 $672,000
Q4 2020 Feb 10, 2021	BUY	$144.39 - $238.17 $1.54 Million - $2.54 Million	10,685 Added 379.71%	13,499 $2.89 Million
Q3 2020 Oct 26, 2020	BUY	$146.05 - $187.94 $584 - $751	4 Added 0.14%	2,814 $465,000
Q2 2020 Jul 31, 2020	SELL	$120.0 - $230.5 $1.35 Million - $2.6 Million	-11,279 Reduced 80.06%	2,810 $515,000
Q1 2020 Apr 22, 2020	BUY	$95.01 - $347.45 $876,087 - $3.2 Million	9,221 Added 189.42%	14,089 $2.1 Million
Q4 2019 Jan 23, 2020	BUY	$325.76 - $376.54 $123,788 - $143,085	380 Added 8.47%	4,868 $1.59 Million
Q3 2019 Oct 18, 2019	BUY	$320.42 - $386.89 $206,350 - $249,157	644 Added 16.75%	4,488 $1.71 Million
Q2 2019 Jul 31, 2019	SELL	$337.37 - $395.86 $42,171 - $49,482	-125 Reduced 3.15%	3,844 $13.7 Million
Q1 2019 Apr 23, 2019	SELL	$310.9 - $440.62 $32,644 - $46,265	-105 Reduced 2.58%	3,969 $1.51 Million
Q4 2018 Jan 28, 2019	BUY	$294.16 - $392.3 $16,178 - $21,576	55 Added 1.37%	4,074 $1.33 Million
Q3 2018 Nov 06, 2018	BUY	$331.76 - $372.23 $300,242 - $336,868	905 Added 29.06%	4,019 $1.5 Million
Q2 2018 Aug 10, 2018	BUY	$322.44 - $371.56 $103,180 - $118,899	320 Added 11.45%	3,114 $1.05 Million
Q1 2018 Apr 10, 2018	SELL	$296.67 - $364.64 $71,794 - $88,242	-242 Reduced 7.97%	2,794 $916,000
Q4 2017 Feb 05, 2018	BUY	$255.46 - $297.9 $6,386 - $7,447	25 Added 0.83%	3,036 $895,000
Q3 2017 Oct 19, 2017	SELL	$232.88 - $256.45 $13,041 - $14,361	-56 Reduced 1.83%	3,011 $765,000
Q2 2017 Aug 07, 2017	BUY	N/A	3,067	3,067 $606,000

Others Institutions Holding BA

# of Institutions

2,749

Shares Held

516M

Call Options Held

32.8M

Put Options Held

43.7M

View Full List

About BOEING CO

Ticker BA
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 595,982,976
Market Cap $126B
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 Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Account

Merriman Wealth Management, LLC Boeing CO Transaction History