Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Boeing Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Boeing Company (BA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Boeing Company

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All positions including Boeing Company held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boeing Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 1.4k 192.99
2023-09-30 $293k 1.5k 191.75
2023-06-30 $318k 1.5k 211.23
2023-03-31 $1.1M 5.0k 212.43
2022-12-31 $1.2M 6.2k 190.49
2022-09-30 $1.5M 12k 121.11
2022-06-30 $2.0M 15k 136.70
2022-03-31 $4.6M 24k 191.51
2021-12-31 $5.1M 26k 201.31
2021-09-30 $5.8M 26k 219.90
2021-06-30 $6.0M 25k 238.86
2021-03-31 $5.6M 22k 254.74
2020-12-31 $2.8M 13k 214.06
2020-09-30 $2.2M 13k 165.30
2020-06-30 $2.4M 13k 183.32
2020-03-31 $1.9M 13k 149.14
2019-12-31 $3.9M 12k 325.77
2019-09-30 $3.8M 10k 380.50
2019-06-30 $2.4M 6.5k 364.12
2019-03-31 $803k 2.1k 381.29
2018-12-31 $688k 2.1k 322.40
2018-09-30 $708k 1.9k 371.85
2018-06-30 $658k 2.0k 335.71
2018-03-31 $623k 1.9k 328.07
2017-12-31 $584k 2.0k 294.80
2017-09-30 $516k 2.0k 254.06
2017-06-30 $426k 2.2k 197.59
2017-03-31 $433k 2.5k 176.66
2016-12-31 $237k 1.5k 155.61
2016-03-31 $850k 6.7k 126.94
2015-12-31 $857k 5.9k 144.52
2015-09-30 $699k 5.3k 130.97
2015-06-30 $642k 4.6k 138.81
2015-03-31 $492k 3.3k 150.09
2014-12-31 $317k 2.4k 130.02
2014-09-30 $201k 1.6k 127.62

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Vanguard World Inf Tech Etf (VGT)
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Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Boeing Company

Vanguard Group
Newport Trust
Bank of America Corporation
T. Rowe Price Associates
Citadel Advisors
Barclays
Millennium Management
Fisher Investments
Bank of New York Mellon
Jennison Associates
Wellington Management Company
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
UBS Group

View all funds holding Boeing Company