Number of Shares
276,131.00
Current Holdings Value*
$55.79 Mil
% of Portfolio
11.61%
Total Estimate Gain
$-5.92 Mil
% of Total Estimate Gain
-7.80%

EXECUTIVE WEALTH GROUP LLC's Boeing Co Holding Summary

As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 276,131.00 shares of Boeing Co(BA), totaling $55.79 Mil. This investment constitutes 11.61% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds 0.05% of the outstanding Boeing Co(BA) stock.

The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 12 purchases of BA, at an average price of $249.94, for a total of 303,521.00 shares. In addition, there have been 7 sales at an average price of $250.28 for 27,390.00 shares. Based on historical transaction data and BA's current price of $228.48, EXECUTIVE WEALTH GROUP LLC's estimated gain on his BA holdings is $-5.92 Mil, reflecting a -7.80% gain to date.

EXECUTIVE WEALTH GROUP LLC BA ($228.48) Holding Chart

EXECUTIVE WEALTH GROUP LLC BA ($228.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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