Badgley Phelps Wealth Managers’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.6M | Buy |
201,719
+1,031
| +0.5% | +$366K | 1.59% | 14 |
|
|
2025
Q1 | $70.3M | Sell |
200,688
-3,028
| -1% | -$1.06M | 1.7% | 14 |
|
|
2024
Q4 | $64.4M | Sell |
203,716
-3,282
| -2% | -$1.04M | 1.5% | 16 |
|
|
2024
Q3 | $56.9M | Sell |
206,998
-350
| -0.2% | -$96.2K | 1.32% | 19 |
|
|
2024
Q2 | $54.4M | Sell |
207,348
-3,617
| -2% | -$949K | 1.35% | 16 |
|
|
2024
Q1 | $58.9M | Sell |
210,965
-1,292
| -0.6% | -$361K | 1.47% | 16 |
|
|
2023
Q4 | $55.3M | Buy |
212,257
+22,831
| +12% | +$5.94M | 1.51% | 14 |
|
|
2023
Q3 | $43.6M | Sell |
189,426
-2,153
| -1% | -$495K | 1.48% | 15 |
|
|
2023
Q2 | $45.5M | Buy |
191,579
+11,145
| +6% | +$2.65M | 1.5% | 13 |
|
|
2023
Q1 | $40.7M | Buy |
180,434
+3,507
| +2% | +$791K | 1.5% | 11 |
|
|
2022
Q4 | $36.8M | Buy |
176,927
+1,471
| +0.8% | +$306K | 1.47% | 14 |
|
|
2022
Q3 | $31.2M | Buy |
175,456
+3,075
| +2% | +$546K | 1.34% | 18 |
|
|
2022
Q2 | $33.9M | Buy |
172,381
+1,063
| +0.6% | +$209K | 1.39% | 16 |
|
|
2022
Q1 | $38M | Sell |
171,318
-2,298
| -1% | -$510K | 1.32% | 19 |
|
|
2021
Q4 | $37.6M | Buy |
173,616
+1,027
| +0.6% | +$223K | 1.22% | 20 |
|
|
2021
Q3 | $38.4M | Buy |
+172,589
| New | +$38.4M | 1.4% | 16 |
|