Ownership history in PERSONAL CFO SOLUTIONS, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 18,724 | -180 | -1.0% | 0.65% | $4.1M | $217.12 |
| 2025 Q3 | ADDED | 18,904 | +111 | +0.6% | 0.72% | $4.1M | $215.83 |
| 2025 Q2 | ADDED | 18,793 | +2,635 | +16.3% | 0.73% | $3.9M | $209.53 |
| 2025 Q1 | ADDED | 16,158 | +1,846 | +12.9% | 0.56% | $2.8M | $170.55 |
| 2024 Q4 | ADDED | 14,312 | +6,698 | +88.0% | 0.50% | $2.5M | $177.00 |
| 2024 Q3 | ADDED | 7,614 | +3,851 | +102.3% | 0.16% | $1.2M | $152.04 |
| 2024 Q2 | ADDED | 3,763 | +96 | +2.6% | 0.11% | $685K | $182.01 |
| 2024 Q1 | ADDED | 3,667 | +105 | +2.9% | 0.11% | $708K | $192.99 |
| 2023 Q4 | ADDED | 3,562 | +326 | +10.1% | 0.16% | $929K | $260.66 |
| 2023 Q3 | ADDED | 3,236 | +303 | +10.3% | 0.12% | $620K | $191.68 |
As of 2025 Q4 — sorted by position size