Creative Planning’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
57,356
-6,550
| -10% | -$157K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $1.56M | Sell |
63,906
-1,146
| -2% | -$27.9K | ﹤0.01% | 1371 |
|
|
2024
Q4 | $1.58M | Sell |
65,052
-22,776
| -26% | -$553K | ﹤0.01% | 1292 |
|
|
2024
Q3 | $2.76M | Buy |
87,828
+24,773
| +39% | +$778K | ﹤0.01% | 904 |
|
|
2024
Q2 | $1.52M | Buy |
63,055
+15,412
| +32% | +$373K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $884K | Buy |
47,643
+1,046
| +2% | +$19.4K | ﹤0.01% | 1404 |
|
|
2023
Q4 | $1.01M | Sell |
46,597
-8,534
| -15% | -$185K | ﹤0.01% | 1223 |
|
|
2023
Q3 | $1.02M | Buy |
55,131
+7,439
| +16% | +$138K | ﹤0.01% | 1147 |
|
|
2023
Q2 | $960K | Buy |
47,692
+9,913
| +26% | +$199K | ﹤0.01% | 1144 |
|
|
2023
Q1 | $616K | Buy |
37,779
+12,197
| +48% | +$199K | ﹤0.01% | 1337 |
|
|
2022
Q4 | $341K | Sell |
25,582
-5,902
| -19% | -$78.6K | ﹤0.01% | 1637 |
|
|
2022
Q3 | $430K | Buy |
31,484
+14,066
| +81% | +$192K | ﹤0.01% | 1417 |
|
|
2022
Q2 | $333K | Buy |
17,418
+392
| +2% | +$7.49K | ﹤0.01% | 1537 |
|
|
2022
Q1 | $445K | Buy |
17,026
+2,723
| +19% | +$71.2K | ﹤0.01% | 1385 |
|
|
2021
Q4 | $452K | Sell |
14,303
-6,235
| -30% | -$197K | ﹤0.01% | 1377 |
|
|
2021
Q3 | $782K | Buy |
20,538
+1,661
| +9% | +$63.2K | ﹤0.01% | 1067 |
|
|
2021
Q2 | $804K | Sell |
18,877
-3,234
| -15% | -$138K | ﹤0.01% | 1029 |
|
|
2021
Q1 | $1.06M | Sell |
22,111
-574
| -3% | -$27.5K | ﹤0.01% | 980 |
|
|
2020
Q4 | $1.03M | Buy |
22,685
+11,854
| +109% | +$540K | ﹤0.01% | 922 |
|
|
2020
Q3 | $430K | Buy |
10,831
+1,803
| +20% | +$71.6K | ﹤0.01% | 1192 |
|
|
2020
Q2 | $356K | Buy |
9,028
+298
| +3% | +$11.8K | ﹤0.01% | 1197 |
|
|
2020
Q1 | $289K | Buy |
8,730
+967
| +12% | +$32K | ﹤0.01% | 1182 |
|
|
2019
Q4 | $312K | Sell |
7,763
-172
| -2% | -$6.91K | ﹤0.01% | 1374 |
|
|
2019
Q3 | $302K | Buy |
7,935
+582
| +8% | +$22.2K | ﹤0.01% | 1351 |
|
|
2019
Q2 | $264K | Buy |
7,353
+812
| +12% | +$29.2K | ﹤0.01% | 1445 |
|
|
2019
Q1 | $215K | Sell |
6,541
-1,207
| -16% | -$39.7K | ﹤0.01% | 1528 |
|
|
2018
Q4 | $219K | Buy |
7,748
+569
| +8% | +$16.1K | ﹤0.01% | 1424 |
|
|
2018
Q3 | $263K | Buy |
7,179
+193
| +3% | +$7.07K | ﹤0.01% | 1476 |
|
|
2018
Q2 | $238K | Sell |
6,986
-338
| -5% | -$11.5K | ﹤0.01% | 1504 |
|
|
2018
Q1 | $221K | Buy |
7,324
+470
| +7% | +$14.2K | ﹤0.01% | 1529 |
|
|
2017
Q4 | $204K | Buy |
+6,854
| New | +$204K | ﹤0.01% | 1585 |
|
|
2017
Q3 | – | Sell |
-4,512
| Closed | -$127K | – | 3108 |
|
|
2017
Q2 | $127K | Sell |
4,512
-1,433
| -24% | -$40.3K | ﹤0.01% | 1801 |
|
|
2017
Q1 | $147K | Sell |
5,945
-815
| -12% | -$20.2K | ﹤0.01% | 1685 |
|
|
2016
Q4 | $159K | Buy |
6,760
+1,162
| +21% | +$27.3K | ﹤0.01% | 1531 |
|
|
2016
Q3 | $127K | Sell |
5,598
-219
| -4% | -$4.97K | ﹤0.01% | 1668 |
|
|
2016
Q2 | $111K | Sell |
5,817
-922
| -14% | -$17.6K | ﹤0.01% | 1607 |
|
|
2016
Q1 | $143K | Sell |
6,739
-3,617
| -35% | -$76.8K | ﹤0.01% | 1405 |
|
|
2015
Q4 | $196K | Sell |
10,356
-842
| -8% | -$15.9K | ﹤0.01% | 1199 |
|
|
2015
Q3 | $195K | Buy |
+11,198
| New | +$195K | ﹤0.01% | 1204 |
|
|
2015
Q2 | – | Sell |
-12,843
| Closed | -$262K | – | 2355 |
|
|
2015
Q1 | $262K | Buy |
12,843
+1,511
| +13% | +$30.8K | ﹤0.01% | 1057 |
|
|
2014
Q4 | $236K | Buy |
11,332
+2,993
| +36% | +$62.3K | ﹤0.01% | 1034 |
|
|
2014
Q3 | $190K | Buy |
8,339
+1,964
| +31% | +$44.7K | ﹤0.01% | 1085 |
|
|
2014
Q2 | $146K | Sell |
6,375
-6,632
| -51% | -$152K | ﹤0.01% | 1204 |
|
|
2014
Q1 | $329K | Buy |
13,007
+9,114
| +234% | +$231K | 0.01% | 781 |
|
|
2013
Q4 | $103K | Sell |
3,893
-1,860
| -32% | -$49.2K | ﹤0.01% | 1185 |
|
|
2013
Q3 | $133K | Buy |
5,753
+1,402
| +32% | +$32.4K | ﹤0.01% | 952 |
|
|
2013
Q2 | $85K | Buy |
+4,351
| New | +$85K | ﹤0.01% | 1078 |
|