Badgley Phelps Wealth Managers, LLC Sells in Q3 2024

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
-809
- 7.4%
$101.25 - $127.45 $81.9K - $103K
10.1K $1.23M
FFIV
F5, Inc.

Technology
-35
- 1.23%
$170.44 - $223.6 $5.97K - $7.83K
2.8K $616K
PAYX
Paychex Inc

Industrials
-250
- 2.14%
$116.17 - $135.19 $29K - $33.8K
11.4K $1.53M
CSGP
Costar Group, Inc.

Real Estate
-1.14K
- 0.62%
$71.59 - $79.61 $81.6K - $90.8K
182K $13.7M
APTV
Aptiv PLC

Consumer Cyclical
-270
- 0.21%
$65.39 - $74.24 $17.7K - $20K
127K $9.14M
JCI
Johnson Controls International PLC

Industrials
-420
- 2.13%
$65.52 - $77.61 $27.5K - $32.6K
19.3K $1.5M
BMY
Bristol Myers Squibb CO

Healthcare
-643
- 2.69%
$39.66 - $51.75 $25.5K - $33.3K
23.2K $1.2M
DE
Deere & CO

Industrials
-112
- 1.86%
$344.84 - $418.0 $38.6K - $46.8K
5.92K $2.47M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-294
- 0.3%
$25.45 - $29.53 $7.48K - $8.68K
99K $2.89M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.59K
- 2.82%
$283.28 - $314.39 $450K - $499K
54.6K $17.2M
NKE
Nike, Inc.

Consumer Cyclical
-491
- 0.88%
$71.09 - $89.44 $34.9K - $43.9K
55.3K $4.88M
SBUX
Starbucks Corp

Consumer Cyclical
-5.36K
- 8.59%
$72.51 - $98.6 $389K - $529K
57.1K $5.56M
COST
Costco Wholesale Corp

Consumer Defensive
-3.2K
- 3.28%
$801.83 - $917.05 $2.57M - $2.94M
94.5K $83.8M
SYK
Stryker Corp

Healthcare
-195
- 0.42%
$315.94 - $371.96 $61.6K - $72.5K
46.6K $16.8M
ECL
Ecolab Inc.

Basic Materials
-693
- 1.09%
$228.86 - $255.76 $159K - $177K
62.8K $16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.41K
- 1.71%
$210.25 - $231.86 $506K - $558K
138K $30.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-55
- 0.39%
$1015.62 - $1159.62 $55.9K - $63.8K
13.9K $16M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-41
- 0.62%
$3305.62 - $4268.05 $136K - $175K
6.57K $27.7M
ZTS
Zoetis Inc.

Healthcare
-336
- 0.48%
$172.58 - $196.48 $58K - $66K
70.1K $13.7M
ACN
Accenture PLC

Technology
-2.17K
- 4.24%
$295.44 - $355.81 $642K - $774K
49.1K $17.4M
GILD
Gilead Sciences, Inc.

Healthcare
-96
- 0.08%
$66.59 - $83.99 $6.39K - $8.06K
124K $10.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.47K
- 3.36%
$531.86 - $624.21 $783K - $919K
42.4K $26.2M
CCK
Crown Holdings Inc

Consumer Cyclical
-1.37K
- 1.29%
$71.52 - $95.86 $98.2K - $132K
105K $10M
AMT
American Tower Corp

Real Estate
-1.79K
- 2.51%
$192.27 - $242.73 $345K - $435K
69.8K $16.2M
PLD
Prologis, Inc.

Real Estate
-5.57K
- 2.54%
$111.95 - $132.43 $624K - $738K
214K $27M
CSCO
Cisco Systems, Inc.

Technology
-8.09K
- 1.65%
$44.74 - $53.22 $362K - $430K
482K $25.6M
V
Visa Inc.

Financial Services
-350
- 0.17%
$253.74 - $291.56 $88.8K - $102K
207K $56.9M
UNH
Unitedhealth Group Inc

Healthcare
-2.02K
- 3.74%
$488.01 - $604.18 $985K - $1.22M
52K $30.4M
EQIX
Equinix Inc

Real Estate
-124
- 0.54%
$749.0 - $890.01 $92.9K - $110K
22.9K $20.3M
SHW
Sherwin Williams CO

Basic Materials
-1.18K
- 2.48%
$294.65 - $384.0 $347K - $452K
46.3K $17.7M
HD
Home Depot, Inc.

Consumer Cyclical
-837
- 1.08%
$333.64 - $405.2 $279K - $339K
76.6K $31M
NOW
Service Now, Inc.

Technology
-235
- 0.47%
$730.87 - $937.36 $172K - $220K
50K $44.7M
Activity Summary
Buys All Purchases 179 New Holdings 40 Increased Positions 139 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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