Badgley Phelps Wealth Managers’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$332K	Buy
2023 Q3	–	Sell
2023 Q2	$293K	Hold
2023 Q1	$283K	Hold
2022 Q4	$282K	Hold
2022 Q3	$244K	Hold
2022 Q2	$262K	Hold
2022 Q1	$295K	Buy
2021 Q4	$309K	Buy