Carson Wealth (CWM LLC)’s PLDT PHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Buy |
3,253
+91
| +3% | +$1.99K | ﹤0.01% | 3000 |
|
|
2025
Q1 | $69K | Buy |
3,162
+110
| +4% | +$2.4K | ﹤0.01% | 2710 |
|
|
2024
Q4 | $68K | Buy |
3,052
+162
| +6% | +$3.61K | ﹤0.01% | 2568 |
|
|
2024
Q3 | $78K | Sell |
2,890
-249
| -8% | -$6.72K | ﹤0.01% | 2355 |
|
|
2024
Q2 | $77K | Buy |
3,139
+267
| +9% | +$6.55K | ﹤0.01% | 2164 |
|
|
2024
Q1 | $71K | Buy |
2,872
+240
| +9% | +$5.93K | ﹤0.01% | 2079 |
|
|
2023
Q4 | $62K | Buy |
2,632
+843
| +47% | +$19.9K | ﹤0.01% | 2039 |
|
|
2023
Q3 | $37K | Buy |
1,789
+265
| +17% | +$5.48K | ﹤0.01% | 2269 |
|
|
2023
Q2 | $36K | Buy |
1,524
+300
| +25% | +$7.09K | ﹤0.01% | 2234 |
|
|
2023
Q1 | $31K | Buy |
1,224
+345
| +39% | +$8.74K | ﹤0.01% | 2208 |
|
|
2022
Q4 | $20K | Buy |
879
+153
| +21% | +$3.48K | ﹤0.01% | 2378 |
|
|
2022
Q3 | $18K | Buy |
726
+223
| +44% | +$5.53K | ﹤0.01% | 2295 |
|
|
2022
Q2 | $15K | Buy |
503
+215
| +75% | +$6.41K | ﹤0.01% | 2320 |
|
|
2022
Q1 | $10K | Buy |
+288
| New | +$10K | ﹤0.01% | 2481 |
|
|
2018
Q3 | – | Sell |
-38
| Closed | -$1K | – | 1948 |
|
|
2018
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1564 |
|
|
2018
Q1 | – | Sell |
-114
| Closed | -$3K | – | 1512 |
|
|
2017
Q4 | $3K | Hold |
114
| – | – | ﹤0.01% | 1215 |
|
|
2017
Q3 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 1148 |
|