BA BOEING CO

Ownership history in Mosley Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Mosley Wealth Management 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
1.11% (2023 Q4)
Avg. % of fund
0.66%
First filed
2023 Q4
Last filed
2024 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 2,722 -2 -0.1% 0.29% $473K $177.00
2024 Q3 REDUCED 2,724 -2,491 -47.8% 0.30% $435K $152.04
2024 Q2 ADDED 5,215 +845 +19.3% 0.81% $949K $182.01
2024 Q1 ADDED 4,370 +42 +1.0% 0.79% $843K $192.99
2023 Q4 INITIATED 4,328 1.11% $1.1M
% of Fund (quarterly)    BA price (monthly, adj. close)
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