Berger Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
17,220
-20
| -0.1% | -$4.19K | 0.23% | 100 |
|
|
2025
Q1 | $2.94M | Sell |
17,240
-25
| -0.1% | -$4.26K | 0.2% | 106 |
|
|
2024
Q4 | $3.06M | Buy |
17,265
+929
| +6% | +$164K | 0.21% | 101 |
|
|
2024
Q3 | $2.48M | Sell |
16,336
-1,270
| -7% | -$193K | 0.18% | 108 |
|
|
2024
Q2 | $3.2M | Sell |
17,606
-1,249
| -7% | -$227K | 0.26% | 92 |
|
|
2024
Q1 | $3.64M | Sell |
18,855
-194
| -1% | -$37.4K | 0.3% | 88 |
|
|
2023
Q4 | $4.97M | Sell |
19,049
-421
| -2% | -$110K | 0.51% | 55 |
|
|
2023
Q3 | $3.73M | Sell |
19,470
-296
| -1% | -$56.7K | 0.43% | 70 |
|
|
2023
Q2 | $4.17M | Sell |
19,766
-8
| -0% | -$1.69K | 0.47% | 69 |
|
|
2023
Q1 | $4.2M | Sell |
19,774
-308
| -2% | -$65.4K | 0.51% | 66 |
|
|
2022
Q4 | $3.83M | Sell |
20,082
-116
| -0.6% | -$22.1K | 0.5% | 63 |
|
|
2022
Q3 | $2.45M | Sell |
20,198
-91
| -0.4% | -$11K | 0.36% | 78 |
|
|
2022
Q2 | $2.77M | Buy |
20,289
+2,470
| +14% | +$338K | 0.41% | 65 |
|
|
2022
Q1 | $3.41M | Sell |
17,819
-1,996
| -10% | -$382K | 0.43% | 68 |
|
|
2021
Q4 | $3.99M | Buy |
19,815
+18,094
| +1,051% | +$3.64M | 0.53% | 65 |
|
|
2021
Q3 | $379K | Sell |
1,721
-10,332
| -86% | -$2.28M | 0.07% | 138 |
|
|
2021
Q2 | $2.89M | Buy |
12,053
+10,304
| +589% | +$2.47M | 0.52% | 61 |
|
|
2021
Q1 | $446K | Sell |
1,749
-11,524
| -87% | -$2.94M | 0.1% | 121 |
|
|
2020
Q4 | $2.84M | Buy |
+13,273
| New | +$2.84M | 0.5% | 70 |
|