EP Wealth Advisors’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,535
| Closed | -$205K | – | 1302 |
|
|
2024
Q3 | $205K | Buy |
+6,535
| New | +$205K | ﹤0.01% | 1035 |
|
|
2019
Q4 | – | Sell |
-5,456
| Closed | -$207K | – | 433 |
|
|
2019
Q3 | $207K | Sell |
5,456
-647
| -11% | -$24.5K | 0.01% | 340 |
|
|
2019
Q2 | $219K | Buy |
+6,103
| New | +$219K | 0.01% | 284 |
|