Boeing Company shares owned by UMA Financial Services
Quarter-by-quarter ownership of Boeing Company (BA) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Boeing Company
Tip: Access up to 7 years of quarterly data
All positions including Boeing Company held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Boeing Company by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 1.3k | 215.89 |
| 2025-06-30 | $255k | 1.2k | 209.60 |
| 2025-03-31 | $197k | 1.2k | 170.61 |
| 2024-12-31 | $205k | 1.2k | 177.06 |
| 2024-06-30 | $216k | 1.2k | 186.11 |
| 2023-12-31 | $272k | 1.3k | 215.00 |
| 2023-09-30 | $239k | 1.3k | 188.55 |
| 2023-06-30 | $268k | 1.3k | 210.98 |
| 2023-03-31 | $258k | 1.2k | 208.77 |
| 2022-12-31 | $262k | 1.2k | 212.05 |
| 2022-06-30 | $209k | 1.2k | 169.37 |
| 2021-12-31 | $275k | 1.3k | 215.18 |
| 2021-09-30 | $277k | 1.3k | 216.74 |
| 2021-06-30 | $282k | 1.3k | 220.66 |
| 2021-03-31 | $333k | 1.3k | 259.55 |
| 2020-12-31 | $268k | 1.3k | 208.89 |
| 2020-06-30 | $230k | 1.3k | 179.27 |