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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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 |
|---|---|---|---|
| 2025-09-30 | $217k | 1.0k | 215.83 |
| 2025-06-30 | $207k | 990 | 209.53 |
| 2024-12-31 | $205k | 1.2k | 177.00 |
| 2024-06-30 | $235k | 1.3k | 182.01 |
| 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 | $4.4M | 266k | 16.52 |
| 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 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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