BADGLEY PHELPS WEALTH MANAGERS, LLC – Transaction History
BADGLEY PHELPS WEALTH MANAGERS, LLC portfolio value:
9.38M
portfolio value
BADGLEY PHELPS WEALTH MANAGERS, LLC quarter portfolio value change:
-6.05%
quarter
13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +1.31% | 74 shares | -475K | 5.71K | |
Q2 2022 | share | Decrease | -0.14% | -8 shares | -3.39M | 5.63K | |
Q1 2022 | share | Decrease | -0.04% | -2 shares | -292K | 5.64K | |
Q4 2021 | share | Increase | +1.56% | 87 shares | 350K | 5.64K | |
Q3 2021 | share | Increase | 0.00% | 5.56K shares | 13.20M | 5.56K |