Badgley Phelps Wealth Managers’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
411
-8
| -2% | -$4.22K | ﹤0.01% | 284 |
|
|
2025
Q1 | $213K | Buy |
+419
| New | +$213K | 0.01% | 288 |
|
|
2024
Q4 | – | Sell |
-448
| Closed | -$231K | – | 299 |
|
|
2024
Q3 | $231K | Buy |
+448
| New | +$231K | 0.01% | 274 |
|
|
2023
Q4 | – | Sell |
-688
| Closed | -$251K | – | 245 |
|
|
2023
Q3 | $251K | Sell |
688
-1,239
| -64% | -$453K | 0.01% | 207 |
|
|
2023
Q2 | $773K | Buy |
+1,927
| New | +$773K | 0.03% | 161 |
|