A detailed history of Summit Financial Wealth Advisors, LLC transactions in Boeing CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,538 shares of BA stock, worth $355,802. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,538
Previous 2,238 13.4%
Holding current value
$355,802
Previous $407,000 5.41%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 13, 2024

BUY
$152.04 - $190.6 $45,612 - $57,180
300 Added 13.4%
2,538 $385,000
Q2 2024

Aug 12, 2024

BUY
$164.33 - $191.42 $20,212 - $23,544
123 Added 5.82%
2,238 $407,000
Q1 2024

May 02, 2024

BUY
$179.84 - $251.76 $31,472 - $44,058
175 Added 9.02%
2,115 $408,000
Q3 2023

Nov 13, 2023

SELL
$190.43 - $238.85 $39,038 - $48,964
-205 Reduced 9.56%
1,940 $371,000
Q2 2023

Jul 12, 2023

SELL
$197.05 - $221.56 $120,988 - $136,037
-614 Reduced 22.25%
2,145 $452,000
Q4 2022

Jan 17, 2023

SELL
$126.05 - $195.98 $126,050 - $195,980
-1,000 Reduced 26.6%
2,759 $0
Q3 2022

Oct 28, 2022

BUY
$121.08 - $172.08 $1,816 - $2,581
15 Added 0.4%
3,759 $525,000
Q2 2022

Jul 26, 2022

SELL
$115.86 - $191.18 $17,379 - $28,677
-150 Reduced 3.85%
3,744 $586,000
Q1 2022

May 06, 2022

BUY
$169.17 - $225.96 $134,490 - $179,638
795 Added 25.65%
3,894 $746,000
Q4 2021

Jan 12, 2022

BUY
$188.19 - $233.09 $19,759 - $24,474
105 Added 3.51%
3,099 $662,000
Q2 2021

Aug 09, 2021

BUY
$220.78 - $259.36 $82,792 - $97,260
375 Added 14.32%
2,994 $717,000
Q1 2021

Apr 23, 2021

BUY
$194.03 - $269.19 $26,194 - $36,340
135 Added 5.43%
2,619 $561,000
Q4 2020

Jan 11, 2021

SELL
$144.39 - $238.17 $2,887 - $4,763
-20 Reduced 0.8%
2,484 $411,000
Q3 2020

Nov 09, 2020

BUY
$146.05 - $187.94 $36,512 - $46,985
250 Added 11.09%
2,504 $372,000
Q2 2020

Jul 16, 2020

BUY
$120.0 - $230.5 $9,000 - $17,287
75 Added 3.44%
2,254 $406,000
Q1 2020

Apr 29, 2020

BUY
$95.01 - $347.45 $207,026 - $757,093
2,179 New
2,179 $324,000

Others Institutions Holding BA

About BOEING CO


  • Ticker BA
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 595,982,976
  • Market Cap $83.6B
  • 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
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