Corient Private Wealth
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Corient Private Wealth’s PLDT PHI Stock Holding History

Corient Private Wealth’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$361K Sell
17,576
-15,792
-47% -$357K ﹤0.01% 2222
2025
Q4 		$714K Buy
33,368
+18,996
+132% +$390K ﹤0.01% 2086
2025
Q3 		$269K Sell
14,372
-4,310
-23% -$92.5K ﹤0.01% 2191
2025
Q2 		$407K Sell
18,682
-633
-3% -$14.3K ﹤0.01% 1813
2025
Q1 		$424K Buy
19,315
+773
+4% +$17.9K ﹤0.01% 1676
2024
Q4 		$411K Buy
18,542
+3,149
+20% +$74.8K ﹤0.01% 1720
2024
Q3 		$414K Buy
15,393
+466
+3% +$12.4K ﹤0.01% 1845
2024
Q2 		$367K Buy
14,927
+91
+0.6% +$2.2K ﹤0.01% 1799
2024
Q1 		$366K Buy
14,836
+1,195
+9% +$27.9K ﹤0.01% 1788
2023
Q4 		$320K Buy
+13,641
New +$305K ﹤0.01% 1835
2023
Q2 		– Sell
-9,010
Closed -$228K – 2141
2023
Q1 		$228K Buy
+9,010
New +$224K ﹤0.01% 1738

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