CWM
Compass Wealth Management’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-279
| Closed | -$7.09K | – | 337 |
|
|
2025
Q1 | $7.09K | Hold |
279
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $7.07K | Hold |
279
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $9.13K | Hold |
279
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $7.03K | Buy |
279
+9
| +3% | +$227 | ﹤0.01% | 364 |
|
|
2024
Q1 | $5.4K | Hold |
270
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $6.3K | Hold |
270
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $5.38K | Hold |
270
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $5.86K | Buy |
270
+11
| +4% | +$239 | ﹤0.01% | 376 |
|
|
2023
Q1 | $4.75K | Hold |
259
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $3.88K | Buy |
+259
| New | +$3.88K | ﹤0.01% | 390 |
|