Badgley Phelps Wealth Managers’s NerdWallet NRDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
2025
Q1
$509K Hold
2024
Q4
$748K Sell
2024
Q3
$969K Hold
2024
Q2
$1.11M Hold
2024
Q1
$1.12M Hold
2023
Q4
$1.12M Buy