BADGLEY PHELPS WEALTH MANAGERS, LLC – Heritage Financial Corporation Transaction History
BADGLEY PHELPS WEALTH MANAGERS, LLC portfolio value:
$392,000
portfolio value
BADGLEY PHELPS WEALTH MANAGERS, LLC quarter portfolio value change:
+5.21%
quarter
Heritage Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 19K | $26.47 | 14.82K | |
| Q2 2022 | share | 0.00% | 0 shares | 1K | $25.16 | 14.82K | |
| Q1 2022 | share | Increase | +0.82% | 120 shares | 13K | $25.06 | 14.82K |
| Q4 2021 | share | Decrease | -0.81% | -120 shares | -19K | $24.34 | 14.70K |
| Q3 2021 | share | Increase | 0.00% | 14.82K shares | 378K | $25.29 | 14.82K |