BerganKDV Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $191K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $851K | Sell |
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|
2021
Q2 | $930K | Hold |
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|
2021
Q1 | $989K | Sell |
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|
2020
Q4 | $876K | Buy |
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|
2020
Q3 | $675K | Buy |
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|
2020
Q2 | $735K | Sell |
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|
2020
Q1 | $604K | Sell |
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|
2019
Q4 | $3.21M | Buy |
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|
2019
Q3 | $3.59M | Sell |
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|
2019
Q2 | $3.46M | Buy |
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|
2019
Q1 | $3.48M | Buy |
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|
2018
Q4 | $2.91M | Buy |
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|
2018
Q3 | $3.3M | Sell |
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|
2018
Q2 | $3.11M | Buy |
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|
2018
Q1 | $2.94M | Sell |
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|
2017
Q4 | $3.83M | Sell |
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|
2017
Q3 | $3.61M | Buy |
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|
2017
Q2 | $2.54M | Buy |
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|
2017
Q1 | $1.82M | Buy |
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|
2016
Q4 | $886K | Buy |
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|
2016
Q3 | $732K | Buy |
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|
2016
Q2 | $663K | Sell |
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|
2016
Q1 | $662K | Buy |
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