BA BOEING CO

Ownership history in Avion Wealth  ·  26 quarters on record

This page tracks every 13F SEC filing in which Avion Wealth reported a position in BOEING CO (BA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.97% (2023 Q4)
Avg. % of fund
0.47%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,858 +1 +0.0% 0.59% $2.8M $217.12
2025 Q3 REDUCED 12,857 -501 -3.8% 0.60% $2.8M $215.83
2025 Q2 REDUCED 13,358 -14 -0.1% 0.58% $2.3M $209.53
2025 Q1 ADDED 13,372 +6 +0.0% 0.61% $2.4M $170.55
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BA price (monthly, adj. close)
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