Boeing Company shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Boeing Company (BA) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Boeing Company
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All positions including Boeing Company held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Boeing Company by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509k | 2.4k | 215.83 |
| 2025-06-30 | $567k | 2.7k | 209.53 |
| 2024-03-31 | $17k | 86 | 193.00 |
| 2023-12-31 | $24k | 126 | 190.49 |
| 2023-09-30 | $26k | 134 | 191.69 |
| 2023-06-30 | $28k | 134 | 211.16 |
| 2023-03-31 | $27k | 126 | 212.44 |
| 2022-12-31 | $24k | 126 | 190.49 |
| 2022-09-30 | $16k | 135 | 121.08 |
| 2022-06-30 | $17k | 126 | 136.72 |
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