Number of Shares
4,000.00
Current Holdings Value*
$838,120.00
% of Portfolio
0.25%
Total Estimate Gain
$-415,739.44
% of Total Estimate Gain
-7.76%

West Branch Capital LLC's Boeing Co Holding Summary

As of 2025-06-30, West Branch Capital LLC held 4,000.00 shares of Boeing Co(BA), totaling $838,120.00. This investment constitutes 0.25% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding Boeing Co(BA) stock.

The initial trade took place in 2018Q2. And since then West Branch Capital LLC has made 6 purchases of BA, at an average price of $308.30, for a total of 17,386.00 shares. In addition, there have been 6 sales at an average price of $299.49 for 13,386.00 shares. Based on historical transaction data and BA's current price of $233.88, West Branch Capital LLC's estimated gain on his BA holdings is $-415,739.44, reflecting a -7.76% gain to date.

West Branch Capital LLC BA ($233.88) Holding Chart

West Branch Capital LLC BA ($233.88) 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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