EverSource Wealth Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Sell |
7,128
-574
| -7% | -$13.8K | 0.01% | 927 |
|
|
2025
Q1 | $188K | Buy |
7,702
+1,019
| +15% | +$24.8K | 0.01% | 686 |
|
|
2024
Q4 | $162K | Sell |
6,683
-259
| -4% | -$6.29K | 0.01% | 733 |
|
|
2024
Q3 | $218K | Sell |
6,942
-1,484
| -18% | -$46.6K | 0.01% | 531 |
|
|
2024
Q2 | $228K | Buy |
8,426
+305
| +4% | +$8.25K | 0.02% | 517 |
|
|
2024
Q1 | $200K | Buy |
8,121
+967
| +14% | +$23.8K | 0.02% | 489 |
|
|
2023
Q4 | $155K | Sell |
7,154
-449
| -6% | -$9.72K | 0.01% | 501 |
|
|
2023
Q3 | $141K | Hold |
7,603
| – | – | 0.01% | 477 |
|
|
2023
Q2 | $153K | Sell |
7,603
-71
| -0.9% | -$1.43K | 0.02% | 457 |
|
|
2023
Q1 | $125K | Buy |
7,674
+726
| +10% | +$11.8K | 0.02% | 473 |
|
|
2022
Q4 | $92.5K | Sell |
6,948
-3,496
| -33% | -$46.5K | 0.01% | 534 |
|
|
2022
Q3 | $143K | Buy |
10,444
+2,943
| +39% | +$40.3K | 0.03% | 352 |
|
|
2022
Q2 | $144K | Buy |
7,501
+4,454
| +146% | +$85.5K | 0.04% | 305 |
|
|
2022
Q1 | $80K | Buy |
3,047
+34
| +1% | +$893 | 0.02% | 381 |
|
|
2021
Q4 | $95K | Buy |
+3,013
| New | +$95K | 0.03% | 313 |
|