Ownership history in WEALTH EFFECTS LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTH EFFECTS 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 | ADDED | 11,357 | +1,038 | +10.1% | 0.77% | $2.5M | $217.12 |
| 2025 Q3 | ADDED | 10,319 | +94 | +0.9% | 0.72% | $2.2M | $215.83 |
| 2025 Q2 | ADDED | 10,225 | +609 | +6.3% | 0.80% | $2.1M | $209.53 |
| 2025 Q1 | ADDED | 9,616 | +160 | +1.7% | 0.69% | $1.6M | $170.55 |
| 2024 Q4 | REDUCED | 9,456 | -1,716 | -15.4% | 0.59% | $1.7M | $177.00 |
| 2024 Q3 | ADDED | 11,172 | +176 | +1.6% | 0.60% | $1.7M | $152.04 |
| 2024 Q2 | ADDED | 10,996 | +577 | +5.5% | 0.73% | $2.0M | $182.01 |
| 2024 Q1 | ADDED | 10,419 | +805 | +8.4% | 0.74% | $2.0M | $192.99 |
| 2023 Q4 | ADDED | 9,614 | +1,366 | +16.6% | 0.94% | $2.5M | $260.66 |
| 2023 Q3 | ADDED | 8,248 | +318 | +4.0% | 0.78% | $1.6M | $191.68 |
As of 2025 Q4 — sorted by position size