BADGLEY PHELPS WEALTH MANAGERS, LLC – The Charles Schwab Corporation Transaction History
BADGLEY PHELPS WEALTH MANAGERS, LLC portfolio value:
$4.62M
portfolio value
BADGLEY PHELPS WEALTH MANAGERS, LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.33% | -210 shares | 546K | $71.87 | 64.36K |
| Q2 2022 | share | Decrease | -2.11% | -1.39K shares | -1.48M | $63.18 | 64.57K |
| Q1 2022 | share | Increase | +1472.19% | 61.77K shares | 5.20M | $84.31 | 65.96K |
| Q4 2021 | share | Increase | +2.77% | 113 shares | 56K | $84.48 | 4.19K |
| Q3 2021 | share | Increase | 0.00% | 4.08K shares | 297K | $72.68 | 4.08K |