Badgley Phelps Wealth Managers’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
2,311
+60
| +3% | +$10.5K | 0.01% | 231 |
|
|
2025
Q1 | $323K | Sell |
2,251
-284
| -11% | -$40.7K | 0.01% | 249 |
|
|
2024
Q4 | $452K | Buy |
2,535
+111
| +5% | +$19.8K | 0.01% | 218 |
|
|
2024
Q3 | $392K | Buy |
+2,424
| New | +$392K | 0.01% | 227 |
|
|
2022
Q3 | – | Sell |
-95,081
| Closed | -$12.3M | – | 203 |
|
|
2022
Q2 | $12.3M | Sell |
95,081
-1,847
| -2% | -$240K | 0.51% | 69 |
|
|
2022
Q1 | $13.7M | Sell |
96,928
-118
| -0.1% | -$16.7K | 0.48% | 72 |
|
|
2021
Q4 | $17.2M | Buy |
97,046
+2,607
| +3% | +$461K | 0.56% | 65 |
|
|
2021
Q3 | $13.6M | Buy |
+94,439
| New | +$13.6M | 0.5% | 72 |
|