BerganKDV Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $234K | Sell |
1,109
-188
| -14% | -$39.7K | 0.02% | 217 |
|
|
2023
Q1 | $276K | Buy |
1,297
+133
| +11% | +$28.3K | 0.03% | 215 |
|
|
2022
Q4 | $222K | Sell |
1,164
-415
| -26% | -$79.1K | 0.02% | 224 |
|
|
2022
Q3 | $191K | Sell |
1,579
-49
| -3% | -$5.93K | 0.02% | 233 |
|
|
2022
Q2 | $223K | Sell |
1,628
-2
| -0.1% | -$274 | 0.03% | 235 |
|
|
2022
Q1 | $312K | Sell |
1,630
-1,294
| -44% | -$248K | 0.03% | 213 |
|
|
2021
Q4 | $589K | Sell |
2,924
-945
| -24% | -$190K | 0.06% | 178 |
|
|
2021
Q3 | $851K | Sell |
3,869
-13
| -0.3% | -$2.86K | 0.1% | 132 |
|
|
2021
Q2 | $930K | Hold |
3,882
| – | – | 0.11% | 123 |
|
|
2021
Q1 | $989K | Sell |
3,882
-208
| -5% | -$53K | 0.13% | 118 |
|
|
2020
Q4 | $876K | Buy |
4,090
+8
| +0.2% | +$1.71K | 0.12% | 111 |
|
|
2020
Q3 | $675K | Buy |
4,082
+71
| +2% | +$11.7K | 0.11% | 126 |
|
|
2020
Q2 | $735K | Sell |
4,011
-37
| -0.9% | -$6.78K | 0.13% | 116 |
|
|
2020
Q1 | $604K | Sell |
4,048
-5,819
| -59% | -$868K | 0.12% | 119 |
|
|
2019
Q4 | $3.21M | Buy |
9,867
+440
| +5% | +$143K | 0.57% | 40 |
|
|
2019
Q3 | $3.59M | Sell |
9,427
-66
| -0.7% | -$25.1K | 0.71% | 28 |
|
|
2019
Q2 | $3.46M | Buy |
9,493
+383
| +4% | +$139K | 0.68% | 26 |
|
|
2019
Q1 | $3.48M | Buy |
9,110
+84
| +0.9% | +$32K | 0.71% | 24 |
|
|
2018
Q4 | $2.91M | Buy |
9,026
+147
| +2% | +$47.4K | 0.68% | 23 |
|
|
2018
Q3 | $3.3M | Sell |
8,879
-390
| -4% | -$145K | 0.71% | 22 |
|
|
2018
Q2 | $3.11M | Buy |
9,269
+298
| +3% | +$100K | 0.7% | 22 |
|
|
2018
Q1 | $2.94M | Sell |
8,971
-4,011
| -31% | -$1.32M | 0.8% | 19 |
|
|
2017
Q4 | $3.83M | Sell |
12,982
-1,226
| -9% | -$362K | 0.91% | 19 |
|
|
2017
Q3 | $3.61M | Buy |
14,208
+1,387
| +11% | +$353K | 0.9% | 20 |
|
|
2017
Q2 | $2.54M | Buy |
12,821
+2,531
| +25% | +$500K | 0.72% | 20 |
|
|
2017
Q1 | $1.82M | Buy |
10,290
+4,601
| +81% | +$814K | 0.54% | 25 |
|
|
2016
Q4 | $886K | Buy |
5,689
+130
| +2% | +$20.2K | 0.3% | 66 |
|
|
2016
Q3 | $732K | Buy |
5,559
+455
| +9% | +$59.9K | 0.25% | 71 |
|
|
2016
Q2 | $663K | Sell |
5,104
-111
| -2% | -$14.4K | 0.28% | 73 |
|
|
2016
Q1 | $662K | Buy |
+5,215
| New | +$662K | 0.4% | 70 |
|