BADGLEY PHELPS WEALTH MANAGERS, LLC – Morgan Stanley Transaction History
BADGLEY PHELPS WEALTH MANAGERS, LLC portfolio value:
$28.70M
portfolio value
BADGLEY PHELPS WEALTH MANAGERS, LLC quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.67% | 5.96K shares | 1.52M | $79.01 | 363.27K |
| Q2 2022 | share | Decrease | -1.64% | -5.95K shares | -4.57M | $76.06 | 357.31K |
| Q1 2022 | share | Decrease | -4.79% | -18.27K shares | -5.70M | $87.4 | 363.26K |
| Q4 2021 | share | Increase | +2.83% | 10.50K shares | 1.34M | $98.8 | 381.54K |
| Q3 2021 | share | Increase | 0.00% | 371.03K shares | 36.10M | $96.65 | 371.03K |