Xcel Wealth Management, LLC Boeing CO Transaction History

Xcel Wealth Management, LLC

$338 Million
Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Boeing CO stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 50,083 shares of BA stock, worth $7.63 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

50,083

Previous 42,871 16.82%

Holding current value

$7.63 Million

Previous $7.8 Million 2.41%

% of portfolio

2.25%

Previous 2.47%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$152.04 - $190.6 $1.1 Million - $1.37 Million	7,212 Added 16.82%	50,083 $7.61 Million
Q2 2024 Jul 23, 2024	BUY	$164.33 - $191.42 $17,254 - $20,099	105 Added 0.25%	42,871 $7.8 Million
Q1 2024 Apr 22, 2024	BUY	$179.84 - $251.76 $353,385 - $494,708	1,965 Added 4.82%	42,766 $8.25 Million
Q4 2023 Jan 29, 2024	SELL	$177.73 - $264.27 $63,271 - $94,080	-356 Reduced 0.86%	40,801 $10.6 Million
Q3 2023 Oct 17, 2023	SELL	$190.43 - $238.85 $839,415 - $1.05 Million	-4,408 Reduced 9.67%	41,157 $7.89 Million
Q2 2023 Jul 26, 2023	SELL	$197.05 - $221.56 $164,536 - $185,002	-835 Reduced 1.8%	45,565 $9.62 Million
Q1 2023 Apr 25, 2023	SELL	$195.35 - $218.45 $226,410 - $253,183	-1,159 Reduced 2.44%	46,400 $9.86 Million
Q4 2022 Jan 19, 2023	SELL	$126.05 - $195.98 $40,966 - $63,693	-325 Reduced 0.68%	47,559 $8.97 Million
Q3 2022 Oct 20, 2022	BUY	$121.08 - $172.08 $355,611 - $505,398	2,937 Added 6.53%	47,884 $5.93 Million
Q2 2022 Jul 26, 2022	SELL	$115.86 - $191.18 $120,146 - $198,253	-1,037 Reduced 2.26%	44,947 $6.15 Million
Q1 2022 Apr 29, 2022	BUY	$169.17 - $225.96 $1.2 Million - $1.6 Million	7,070 Added 18.17%	45,984 $8.81 Million
Q4 2021 Feb 03, 2022	BUY	$188.19 - $233.09 $1.27 Million - $1.57 Million	6,723 Added 20.88%	38,914 $7.83 Million
Q3 2021 Oct 21, 2021	BUY	$206.99 - $239.73 $2.39 Million - $2.76 Million	11,533 Added 55.83%	32,191 $7.08 Million
Q2 2021 Jul 15, 2021	BUY	$220.78 - $259.36 $619,508 - $727,764	2,806 Added 15.72%	20,658 $4.95 Million
Q1 2021 Apr 15, 2021	BUY	$194.03 - $269.19 $1.45 Million - $2.01 Million	7,468 Added 71.92%	17,852 $4.55 Million
Q4 2020 Jan 13, 2021	BUY	$144.39 - $238.17 $897,528 - $1.48 Million	6,216 Added 149.14%	10,384 $2.22 Million
Q3 2020 Oct 27, 2020	BUY	$146.05 - $187.94 $134,512 - $173,092	921 Added 28.36%	4,168 $688,000
Q2 2020 Jul 10, 2020	SELL	$120.0 - $230.5 $39,600 - $76,065	-330 Reduced 9.23%	3,247 $595,000
Q1 2020 Apr 07, 2020	BUY	$95.01 - $347.45 $125,508 - $458,981	1,321 Added 58.55%	3,577 $533,000
Q4 2019 Jan 09, 2020	SELL	$325.76 - $376.54 $44,629 - $51,585	-137 Reduced 5.73%	2,256 $735,000
Q3 2019 Nov 12, 2019	SELL	$320.42 - $386.89 $269,152 - $324,987	-840 Reduced 25.98%	2,393 $910,000
Q2 2019 Nov 12, 2019	SELL	$337.37 - $395.86 $64,100 - $75,213	-190 Reduced 5.55%	3,233 $1.18 Million
Q1 2019 Nov 12, 2019	BUY	$310.9 - $440.62 $90,161 - $127,779	290 Added 9.26%	3,423 $1.31 Million
Q4 2018 Nov 12, 2019	BUY	$294.16 - $392.3 $921,603 - $1.23 Million	3,133 New	3,133 $1.01 Million

Others Institutions Holding BA

# of Institutions

2,266

Shares Held

388M

Call Options Held

24.7M

Put Options Held

34.6M

View Full List

About BOEING CO

Ticker BA
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 595,982,976
Market Cap $90.8B
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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Xcel Wealth Management, LLC Boeing CO Transaction History