Heritage Wealth Advisors Boeing CO Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Boeing CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,193 shares of BA stock, worth $206,436. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,193

Previous 1,193 -0.0%

Holding current value

$206,436

Previous $181,000 16.57%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$152.04 - $190.6 $10,642 - $13,342	70 Added 6.23%	1,193 $181,000
Q1 2024 May 08, 2024	SELL	$179.84 - $251.76 $7,912 - $11,077	-44 Reduced 3.77%	1,123 $216,000
Q4 2023 Dec 12, 2024	SELL	$177.73 - $264.27 $17,773 - $26,427	-100 Reduced 8.18%	1,123 $292,000
Q4 2023 Feb 09, 2024	SELL	$177.73 - $264.27 $9,952 - $14,799	-56 Reduced 4.58%	1,167 $304,000
Q2 2023 Dec 12, 2024	BUY	$197.05 - $221.56 $5,911 - $6,646	30 Added 2.51%	1,223 $258,000
Q1 2023 May 04, 2023	BUY	$195.35 - $218.45 $2,344 - $2,621	12 Added 0.99%	1,223 $259,000
Q4 2022 Dec 12, 2024	SELL	$126.05 - $195.98 $2,016 - $3,135	-16 Reduced 1.3%	1,211 $230,000
Q4 2022 Feb 06, 2023	SELL	$126.05 - $195.98 $2,016 - $3,135	-16 Reduced 1.3%	1,211 $230,000
Q3 2022 Dec 12, 2024	BUY	$121.08 - $172.08 $4,116 - $5,850	34 Added 2.85%	1,227 $148,000
Q2 2022 Aug 04, 2022	SELL	$115.86 - $191.18 $23,172 - $38,236	-200 Reduced 14.02%	1,227 $168,000
Q3 2021 Nov 02, 2021	SELL	$206.99 - $239.73 $1,034 - $1,198	-5 Reduced 0.35%	1,427 $313,000
Q2 2021 Aug 09, 2021	BUY	$220.78 - $259.36 $42,389 - $49,797	192 Added 15.48%	1,432 $343,000
Q2 2021 Jul 27, 2021	SELL	$220.78 - $259.36 $42,389 - $49,797	-192 Reduced 13.41%	1,240 $265,000
Q1 2021 Apr 27, 2021	BUY	$194.03 - $269.19 $37,253 - $51,684	192 Added 15.48%	1,432 $364,000
Q4 2020 Feb 01, 2021	SELL	$144.39 - $238.17 $24,690 - $40,727	-171 Reduced 12.12%	1,240 $265,000
Q2 2020 Jul 17, 2020	SELL	$120.0 - $230.5 $575,280 - $1.11 Million	-4,794 Reduced 77.26%	1,411 $258,000
Q2 2020 Jul 17, 2020	BUY	$120.0 - $230.5 $591,840 - $1.14 Million	4,932 Added 387.43%	6,205 $258,000
Q1 2020 May 05, 2020	BUY	$95.01 - $347.45 $1,330 - $4,864	14 Added 1.11%	1,273 $189,000
Q4 2019 Feb 04, 2020	BUY	$325.76 - $376.54 $7,818 - $9,036	24 Added 1.94%	1,259 $410,000
Q3 2019 Oct 30, 2019	SELL	$320.42 - $386.89 $33,964 - $41,010	-106 Reduced 7.9%	1,235 $469,000
Q2 2019 Aug 05, 2019	BUY	$337.37 - $395.86 $128,200 - $150,426	380 Added 39.54%	1,341 $0
Q1 2019 May 06, 2019	SELL	$310.9 - $440.62 $22,695 - $32,165	-73 Reduced 7.06%	961 $0
Q4 2018 Jan 28, 2019	BUY	$294.16 - $392.3 $24,415 - $32,560	83 Added 8.73%	1,034 $333,000
Q3 2018 Nov 14, 2018	BUY	$331.76 - $372.23 $33,176 - $37,223	100 Added 11.75%	951 $353,000
Q4 2017 Feb 02, 2018	BUY	$255.46 - $297.9 $3,065 - $3,574	12 Added 1.43%	851 $251,000
Q3 2017 Nov 07, 2017	BUY	$232.88 - $256.45 $195,386 - $215,161	839	839 $213,000

Others Institutions Holding BA

# of Institutions

2,499

Shares Held

523M

Call Options Held

45.6M

Put Options Held

48.3M

View Full List

About BOEING CO

Ticker BA
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 595,982,976
Market Cap $103B
Description
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Gl...

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Heritage Wealth Advisors Boeing CO Transaction History