Carson Wealth (CWM LLC)’s PLDT PHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.4K | Sell |
2,298
-292
| -11% | -$6.6K | ﹤0.01% | 3839 |
|
|
2025
Q4 | $56K | Buy |
2,590
+469
| +22% | +$9.63K | ﹤0.01% | 3519 |
|
|
2025
Q3 | $40K | Sell |
2,121
-1,132
| -35% | -$24.3K | ﹤0.01% | 3704 |
|
|
2025
Q2 | $71K | Buy |
3,253
+91
| +3% | +$2.05K | ﹤0.01% | 3002 |
|
|
2025
Q1 | $69K | Buy |
3,162
+110
| +4% | +$2.54K | ﹤0.01% | 2712 |
|
|
2024
Q4 | $68K | Buy |
3,052
+162
| +6% | +$3.85K | ﹤0.01% | 2570 |
|
|
2024
Q3 | $78K | Sell |
2,890
-249
| -8% | -$6.63K | ﹤0.01% | 2357 |
|
|
2024
Q2 | $77K | Buy |
3,139
+267
| +9% | +$6.45K | ﹤0.01% | 2166 |
|
|
2024
Q1 | $71K | Buy |
2,872
+240
| +9% | +$5.61K | ﹤0.01% | 2081 |
|
|
2023
Q4 | $62K | Buy |
2,632
+843
| +47% | +$18.9K | ﹤0.01% | 2041 |
|
|
2023
Q3 | $37K | Buy |
1,789
+265
| +17% | +$5.8K | ﹤0.01% | 2270 |
|
|
2023
Q2 | $36K | Buy |
1,524
+300
| +25% | +$6.76K | ﹤0.01% | 2237 |
|
|
2023
Q1 | $31K | Buy |
1,224
+345
| +39% | +$8.57K | ﹤0.01% | 2210 |
|
|
2022
Q4 | $20K | Buy |
879
+153
| +21% | +$4.05K | ﹤0.01% | 2380 |
|
|
2022
Q3 | $18K | Buy |
726
+223
| +44% | +$6.56K | ﹤0.01% | 2298 |
|
|
2022
Q2 | $15K | Buy |
503
+215
| +75% | +$7.64K | ﹤0.01% | 2323 |
|
|
2022
Q1 | $10K | Buy |
+288
| New | +$10.2K | ﹤0.01% | 2485 |
|
|
2018
Q3 | – | Sell |
-38
| Closed | -$1K | – | 1952 |
|
|
2018
Q2 | $1K | Buy |
+38
| New | +$984 | ﹤0.01% | 1568 |
|
|
2018
Q1 | – | Sell |
-114
| Closed | -$3K | – | 1513 |
|
|
2017
Q4 | $3K | Hold |
114
| – | – | ﹤0.01% | 1216 |
|
|
2017
Q3 | $4K | Buy |
+114
| New | +$3.8K | ﹤0.01% | 1149 |
|
Other funds holding PHI
CGH
