EverSource Wealth Advisors’s PLDT PHI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$66.8K Buy
3,069
+1,866
+155% +$40.6K ﹤0.01% 1431
2025
Q1
$26.3K Sell
1,203
-142
-11% -$3.11K ﹤0.01% 1546
2024
Q4
$29.8K Sell
1,345
-394
-23% -$8.73K ﹤0.01% 1419
2024
Q3
$46.7K Buy
1,739
+310
+22% +$8.33K ﹤0.01% 1100
2024
Q2
$37.9K Buy
1,429
+33
+2% +$874 ﹤0.01% 1226
2024
Q1
$33.2K Buy
1,396
+819
+142% +$19.5K ﹤0.01% 1148
2023
Q4
$13.5K Buy
577
+454
+369% +$10.6K ﹤0.01% 1422
2023
Q3
$2.54K Buy
123
+22
+22% +$454 ﹤0.01% 1945
2023
Q2
$2.36K Buy
101
+13
+15% +$304 ﹤0.01% 1981
2023
Q1
$2.22K Sell
88
-371
-81% -$9.37K ﹤0.01% 1905
2022
Q4
$10.5K Sell
459
-1,655
-78% -$37.7K ﹤0.01% 1319
2022
Q3
$54K Sell
2,114
-100
-5% -$2.55K 0.01% 617
2022
Q2
$67K Buy
2,214
+1,920
+653% +$58.1K 0.02% 517
2022
Q1
$11K Hold
294
﹤0.01% 941
2021
Q4
$11K Buy
+294
New +$11K ﹤0.01% 931