Badgley Phelps Wealth Managers’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
48,278
-8,000
| -14% | -$87.8K | 0.01% | 212 |
|
|
2025
Q1 | $509K | Hold |
56,278
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $748K | Sell |
56,278
-19,954
| -26% | -$265K | 0.02% | 192 |
|
|
2024
Q3 | $969K | Hold |
76,232
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $1.11M | Hold |
76,232
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $1.12M | Hold |
76,232
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $1.12M | Buy |
+76,232
| New | +$1.12M | 0.03% | 156 |
|