Bedel Financial Consulting’s Philips PHG Stock Holding History

Bedel Financial Consulting’s Portfolio PHG Stock Details PHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,396	Closed	-$136K	–	684
2022 Q1	$136K	Hold	5,396	–	–	0.04%	232
2021 Q4	$164K	Hold	5,396	–	–	0.05%	211
2021 Q3	$198K	Hold	5,396	–	–	0.07%	183
2021 Q2	$222K	Sell	5,396 -100	-2%	-$4.62K	0.08%	172
2021 Q1	$254K	Hold	5,496	–	–	0.1%	151
2020 Q4	$241K	Hold	5,496	–	–	0.11%	131
2020 Q3	$210K	Sell	5,496 -5	-0.1%	-$201	0.11%	135
2020 Q2	$209K	Sell	5,501 -125	-2%	-$4.35K	0.11%	123
2020 Q1	$180K	Buy	5,626 +122	+2%	+$4.32K	0.12%	130
2019 Q4	$214K	Hold	5,504	–	–	0.12%	136
2019 Q3	$202K	Hold	5,504	–	–	0.12%	139
2019 Q2	$191K	Sell	5,504 -132	-2%	-$4.24K	0.12%	143
2019 Q1	$179K	Hold	5,636	–	–	0.11%	139
2018 Q4	$154K	Hold	5,636	–	–	0.11%	143
2018 Q3	$181K	Hold	5,636	–	–	0.12%	144
2018 Q2	$185K	Sell	5,636 -128	-2%	-$4.09K	0.14%	144
2018 Q1	$168K	Buy	+5,764	New	+$171K	0.13%	149

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Bank of America

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Fidelity Investments

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

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D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return