BA BOEING CO

Ownership history in Planning Center, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Planning Center, Inc. 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
0.66% (2022 Q1)
Avg. % of fund
0.11%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 998 0% 0.02% $215K $215.83
2025 Q2 REDUCED 998 -299 -23.1% 0.02% $209K $209.53
2025 Q1 ADDED 1,297 +4 +0.3% 0.03% $221K $170.55
2024 Q4 REDUCED 1,293 -2 -0.2% 0.03% $229K $177.00
2024 Q2 REDUCED 1,295 -56 -4.1% 0.03% $236K $182.01
2024 Q1 UNCHANGED 1,351 0% 0.06% $261K $192.99
2023 Q4 ADDED 1,351 +44 +3.4% 0.08% $352K $260.66
2023 Q3 REDUCED 1,307 -65 -4.7% 0.07% $251K $191.68
2023 Q2 ADDED 1,372 +60 +4.6% 0.07% $290K $211.16
2023 Q1 ADDED 1,312 +100 +8.3% 0.08% $280K $212.43
3 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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