Von Berge Wealth Management 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 | $268K | Buy |
+1,171
| New | +$268K | 0.15% | 50 |
|
2024
Q1 | – | Sell |
-952
| Closed | -$207K | – | 68 |
|
2023
Q4 | $207K | Buy |
+952
| New | +$207K | 0.16% | 65 |
|
2023
Q3 | – | Sell |
-1,177
| Closed | -$249K | – | 58 |
|
2023
Q2 | $249K | Hold |
1,177
| – | – | 0.21% | 54 |
|
2023
Q1 | $254K | Hold |
1,177
| – | – | 0.23% | 48 |
|
2022
Q4 | $249K | Buy |
+1,177
| New | +$249K | 0.22% | 49 |
|