Creative Planning’s PLDT PHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
72,627
-42,494
| -37% | -$925K | ﹤0.01% | 1496 |
|
|
2025
Q1 | $2.52M | Buy |
115,121
+31,023
| +37% | +$678K | ﹤0.01% | 1033 |
|
|
2024
Q4 | $1.86M | Buy |
84,098
+16,201
| +24% | +$359K | ﹤0.01% | 1169 |
|
|
2024
Q3 | $1.83M | Buy |
67,897
+11,847
| +21% | +$318K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $1.38M | Buy |
56,050
+9,169
| +20% | +$225K | ﹤0.01% | 1194 |
|
|
2024
Q1 | $1.16M | Buy |
46,881
+12,908
| +38% | +$318K | ﹤0.01% | 1242 |
|
|
2023
Q4 | $796K | Buy |
33,973
+22,080
| +186% | +$517K | ﹤0.01% | 1370 |
|
|
2023
Q3 | $246K | Sell |
11,893
-8,705
| -42% | -$180K | ﹤0.01% | 2088 |
|
|
2023
Q2 | $481K | Buy |
20,598
+8,756
| +74% | +$205K | ﹤0.01% | 1569 |
|
|
2023
Q1 | $299K | Sell |
11,842
-905
| -7% | -$22.9K | ﹤0.01% | 1820 |
|
|
2022
Q4 | $291K | Buy |
+12,747
| New | +$291K | ﹤0.01% | 1744 |
|
|
2017
Q3 | – | Sell |
-88
| Closed | -$3K | – | 3109 |
|
|
2017
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 4117 |
|
|
2017
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 4100 |
|
|
2016
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 4172 |
|
|
2016
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 4002 |
|
|
2016
Q2 | $4K | Sell |
88
-400
| -82% | -$18.2K | ﹤0.01% | 3680 |
|
|
2016
Q1 | $21K | Hold |
488
| – | – | ﹤0.01% | 2707 |
|
|
2015
Q4 | $21K | Hold |
488
| – | – | ﹤0.01% | 2781 |
|
|
2015
Q3 | $23K | Buy |
+488
| New | +$23K | ﹤0.01% | 2609 |
|
|
2015
Q2 | – | Sell |
-1,019
| Closed | -$64K | – | 2356 |
|
|
2015
Q1 | $64K | Buy |
1,019
+531
| +109% | +$33.4K | ﹤0.01% | 1836 |
|
|
2014
Q4 | $31K | Sell |
488
-150
| -24% | -$9.53K | ﹤0.01% | 2305 |
|
|
2014
Q3 | $44K | Sell |
638
-150
| -19% | -$10.3K | ﹤0.01% | 1991 |
|
|
2014
Q2 | $53K | Buy |
788
+300
| +61% | +$20.2K | ﹤0.01% | 1830 |
|
|
2014
Q1 | $30K | Hold |
488
| – | – | ﹤0.01% | 2120 |
|
|
2013
Q4 | $29K | Buy |
488
+200
| +69% | +$11.9K | ﹤0.01% | 1974 |
|
|
2013
Q3 | $20K | Hold |
288
| – | – | ﹤0.01% | 2107 |
|
|
2013
Q2 | $20K | Buy |
+288
| New | +$20K | ﹤0.01% | 1930 |
|