Transform Wealth, LLC Boeing CO Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

A detailed history of Transform Wealth, LLC transactions in Boeing CO stock. As of the latest transaction made, Transform Wealth, LLC holds 1,233 shares of BA stock, worth $191,115. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,233

Previous 1,463 15.72%

Holding current value

$191,115

Previous $282,000 20.57%

% of portfolio

0.02%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$164.33 - $191.42 $37,795 - $44,026	-230 Reduced 15.72%	1,233 $224,000
Q1 2024 Apr 15, 2024	SELL	$179.84 - $251.76 $75,532 - $105,739	-420 Reduced 22.3%	1,463 $282,000
Q4 2023 Jan 18, 2024	SELL	$177.73 - $264.27 $35,546 - $52,854	-200 Reduced 9.6%	1,883 $490,000
Q3 2023 Oct 10, 2023	BUY	$190.43 - $238.85 $4,760 - $5,971	25 Added 1.21%	2,083 $399,000
Q2 2023 Jul 13, 2023	SELL	$197.05 - $221.56 $54,188 - $60,929	-275 Reduced 11.79%	2,058 $434,000
Q1 2023 Apr 14, 2023	BUY	$195.35 - $218.45 $22,660 - $25,340	116 Added 5.23%	2,333 $495,000
Q4 2022 Jan 12, 2023	SELL	$126.05 - $195.98 $79,915 - $124,251	-634 Reduced 22.24%	2,217 $0
Q3 2022 Oct 21, 2022	SELL	$121.08 - $172.08 $68,531 - $97,397	-566 Reduced 16.56%	2,851 $345,000
Q2 2022 Jul 15, 2022	SELL	$115.86 - $191.18 $43,447 - $71,692	-375 Reduced 9.89%	3,417 $467,000
Q1 2022 Apr 25, 2022	BUY	$169.17 - $225.96 $449,315 - $600,149	2,656 Added 233.8%	3,792 $726,000
Q3 2021 Oct 15, 2021	SELL	$206.99 - $239.73 $1,034 - $1,198	-5 Reduced 0.44%	1,136 $250,000
Q1 2021 Apr 22, 2021	BUY	$194.03 - $269.19 $7,373 - $10,229	38 Added 3.45%	1,141 $291,000
Q4 2020 Jan 20, 2021	BUY	$144.39 - $238.17 $159,262 - $262,701	1,103 New	1,103 $236,000
Q3 2020 Oct 21, 2020	SELL	$146.05 - $187.94 $205,200 - $264,055	-1,405 Closed	0 $0
Q2 2020 Jul 22, 2020	BUY	$120.0 - $230.5 $168,600 - $323,852	1,405 New	1,405 $258,000
Q1 2020 Apr 30, 2020	SELL	$95.01 - $347.45 $536,521 - $1.96 Million	-5,647 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$325.76 - $376.54 $3.91 Million - $4.52 Million	-12,012 Reduced 68.02%	5,647 $1.84 Million
Q3 2019 Oct 24, 2019	BUY	$320.42 - $386.89 $66,647 - $80,473	208 Added 1.19%	17,659 $6.72 Million
Q2 2019 Jul 30, 2019	SELL	$337.37 - $395.86 $2.17 Million - $2.55 Million	-6,436 Reduced 26.94%	17,451 $6.35 Million
Q1 2019 Apr 12, 2019	BUY	$310.9 - $440.62 $433,394 - $614,224	1,394 Added 6.2%	23,887 $9.11 Million
Q4 2018 Jan 30, 2019	BUY	$294.16 - $392.3 $30,886 - $41,191	105 Added 0.47%	22,493 $7.25 Million
Q3 2018 Oct 25, 2018	BUY	$331.76 - $372.23 $1.64 Million - $1.84 Million	4,948 Added 28.37%	22,388 $8.33 Million
Q2 2018 Aug 03, 2018	BUY	$322.44 - $371.56 $1.86 Million - $2.15 Million	5,776 Added 49.52%	17,440 $5.85 Million
Q1 2018 May 03, 2018	BUY	$296.67 - $364.64 $707,557 - $869,666	2,385 Added 25.7%	11,664 $3.82 Million
Q4 2017 Feb 08, 2018	BUY	$255.46 - $297.9 $183,931 - $214,487	720 Added 8.41%	9,279 $2.74 Million
Q3 2017 Oct 19, 2017	BUY	$232.88 - $256.45 $1.99 Million - $2.19 Million	8,559	8,559 $2.18 Million

Others Institutions Holding BA

# of Institutions

2,356

Shares Held

389M

Call Options Held

21.5M

Put Options Held

30.1M

View Full List

About BOEING CO

Ticker BA
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 595,982,976
Market Cap $92.4B
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...

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Transform Wealth, LLC Boeing CO Transaction History