Madrona Financial Services’s Boeing BA Stock Holding History

Madrona Financial Services’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.8M	Sell	8,609 -778	-8%	-$163K	0.43%	31
2025 Q1	$1.6M	Sell	9,387 -421	-4%	-$71.8K	0.44%	32
2024 Q4	$1.74M	Buy	9,808 +437	+5%	+$77.4K	0.47%	39
2024 Q3	$1.42M	Buy	9,371 +664	+8%	+$101K	0.4%	35
2024 Q2	$1.58M	Buy	8,707 +184	+2%	+$33.5K	0.49%	33
2024 Q1	$1.64M	Buy	8,523 +918	+12%	+$177K	0.57%	32
2023 Q4	$1.98M	Buy	7,605 +1,470	+24%	+$383K	0.78%	31
2023 Q3	$1.18M	Buy	6,135 +767	+14%	+$147K	0.54%	36
2023 Q2	$1.13M	Sell	5,368 -97	-2%	-$20.5K	0.55%	33
2023 Q1	$1.16M	Buy	5,465 +516	+10%	+$110K	0.62%	28
2022 Q4	$943K	Buy	4,949 +90	+2%	+$17.1K	0.54%	27
2022 Q3	$588K	Buy	4,859 +507	+12%	+$61.4K	0.36%	32
2022 Q2	$595K	Sell	4,352 -55	-1%	-$7.52K	0.35%	35
2022 Q1	$784K	Sell	4,407 -53	-1%	-$9.43K	0.38%	36
2021 Q4	$898K	Buy	4,460 +526	+13%	+$106K	0.38%	32
2021 Q3	$865K	Sell	3,934 -123	-3%	-$27K	0.41%	30
2021 Q2	$972K	Hold	4,057	–	–	0.5%	29
2021 Q1	$1.03M	Buy	4,057 +150	+4%	+$38.2K	0.53%	30
2020 Q4	$836K	Buy	3,907 +190	+5%	+$40.7K	0.47%	30
2020 Q3	$614K	Sell	3,717 -22	-0.6%	-$3.63K	0.39%	30
2020 Q2	$685K	Sell	3,739 -238	-6%	-$43.6K	0.47%	29
2020 Q1	$593K	Buy	3,977 +2,669	+204%	+$398K	0.49%	28
2019 Q4	$426K	Buy	1,308 +103	+9%	+$33.5K	0.31%	37
2019 Q3	$458K	Buy	1,205 +2	+0.2%	+$760	0.34%	35
2019 Q2	$438K	Buy	1,203 +345	+40%	+$126K	0.41%	31
2019 Q1	$327K	Buy	858 +2	+0.2%	+$762	0.36%	33
2018 Q4	$276K	Buy	856 +56	+7%	+$18.1K	0.24%	34
2018 Q3	$298K	Sell	800 -8	-1%	-$2.98K	0.23%	38
2018 Q2	$271K	Sell	808 -64	-7%	-$21.5K	0.22%	36
2018 Q1	$286K	Sell	872 -199	-19%	-$65.3K	0.23%	36
2017 Q4	$316K	Buy	1,071 +76	+8%	+$22.4K	0.27%	31
2017 Q3	$253K	Buy	+995	New	+$253K	0.23%	32
2015 Q2	–	Sell	-6,880	Closed	-$1.03M	–	30
2015 Q1	$1.03M	Sell	6,880 -818	-11%	-$123K	1.04%	14
2014 Q4	$1M	Buy	+7,698	New	+$1M	1.06%	15