Carson Wealth (CWM LLC)’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103K | Buy |
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|
2025
Q2 | $76K | Sell |
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|
2025
Q1 | $81K | Sell |
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|
2024
Q4 | $88K | Sell |
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|
2024
Q3 | $121K | Buy |
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|
2024
Q2 | $86K | Buy |
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|
2024
Q1 | $56K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $143K | Sell |
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|
2022
Q3 | $166K | Sell |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.21M | Hold |
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|
2020
Q3 | $1.21M | Hold |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $1.21M | Hold |
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|
2019
Q4 | $1.21M | Hold |
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|
2019
Q3 | $1.21M | Hold |
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|
2019
Q2 | $1.21M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $10K | Buy |
|