BA BOEING CO

Ownership history in Bison Wealth, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC 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
0.4% (2019 Q2)
Avg. % of fund
0.19%
First filed
2014 Q4
Last filed
2024 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 2,599 -724 -21.8% 0.06% $395K $152.04
2024 Q2 UNCHANGED 3,323 0% 0.10% $641K $182.01
2024 Q1 ADDED 3,323 +146 +4.6% 0.10% $641K $192.99
2023 Q4 ADDED 3,177 +54 +1.7% 0.15% $828K $260.66
2023 Q3 REDUCED 3,123 -17 -0.5% 0.12% $599K $191.68
2023 Q2 ADDED 3,140 +801 +34.2% 0.12% $663K $211.16
2023 Q1 ADDED 2,339 +32 +1.4% 0.15% $472K $212.43
2022 Q4 ADDED 2,307 +56 +2.5% 0.15% $484K $190.49
2022 Q3 ADDED 2,251 +793 +54.4% 0.11% $272K $121.08
2022 Q1 ADDED 1,458 +417 +40.1% 0.14% $279K $191.50
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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