Geneos Wealth Management’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
4,754
-7,866
| -62% | -$189K | ﹤0.01% | 1200 |
|
|
2025
Q1 | $308K | Buy |
12,620
+9,215
| +271% | +$225K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $82.7K | Sell |
3,405
-71
| -2% | -$1.73K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $109K | Buy |
3,476
+2,828
| +436% | +$88.8K | ﹤0.01% | 937 |
|
|
2024
Q2 | $15.7K | Sell |
648
-401
| -38% | -$9.69K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $19.5K | Sell |
1,049
-323
| -24% | -$5.99K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $29.7K | Sell |
1,372
-16,313
| -92% | -$353K | ﹤0.01% | 1233 |
|
|
2023
Q3 | $327K | Sell |
17,685
-246
| -1% | -$4.55K | 0.02% | 556 |
|
|
2023
Q2 | $361K | Buy |
17,931
+13,714
| +325% | +$276K | 0.02% | 534 |
|
|
2023
Q1 | $68.7K | Buy |
4,217
+3,857
| +1,071% | +$62.9K | ﹤0.01% | 968 |
|
|
2022
Q4 | $4.8K | Hold |
360
| – | – | ﹤0.01% | 1715 |
|
|
2022
Q3 | $4K | Sell |
360
-898
| -71% | -$9.98K | ﹤0.01% | 1747 |
|
|
2022
Q2 | $23K | Sell |
1,258
-53
| -4% | -$969 | ﹤0.01% | 1628 |
|
|
2022
Q1 | $34K | Sell |
1,311
-387
| -23% | -$10K | ﹤0.01% | 1539 |
|
|
2021
Q4 | $53K | Buy |
1,698
+36
| +2% | +$1.12K | ﹤0.01% | 1452 |
|
|
2021
Q3 | $62K | Hold |
1,662
| – | – | ﹤0.01% | 1383 |
|
|
2021
Q2 | $69K | Sell |
1,662
-31
| -2% | -$1.29K | ﹤0.01% | 1333 |
|
|
2021
Q1 | $80K | Hold |
1,693
| – | – | ﹤0.01% | 1397 |
|
|
2020
Q4 | $81K | Buy |
1,693
+365
| +27% | +$17.5K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $50K | Buy |
1,328
+25
| +2% | +$941 | ﹤0.01% | 1257 |
|
|
2020
Q2 | $51K | Sell |
1,303
-199
| -13% | -$7.79K | ﹤0.01% | 1204 |
|
|
2020
Q1 | $48K | Hold |
1,502
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q4 | $60K | Hold |
1,502
| – | – | ﹤0.01% | 1165 |
|
|
2019
Q3 | $56K | Buy |
1,502
+173
| +13% | +$6.45K | ﹤0.01% | 1128 |
|
|
2019
Q2 | $47K | Sell |
1,329
-144
| -10% | -$5.09K | ﹤0.01% | 1225 |
|
|
2019
Q1 | $48K | Sell |
1,473
-992
| -40% | -$32.3K | ﹤0.01% | 1166 |
|
|
2018
Q4 | $69K | Sell |
2,465
-6
| -0.2% | -$168 | 0.01% | 967 |
|
|
2018
Q3 | $90K | Buy |
2,471
+373
| +18% | +$13.6K | 0.01% | 924 |
|
|
2018
Q2 | $71K | Sell |
2,098
-317
| -13% | -$10.7K | 0.01% | 903 |
|
|
2018
Q1 | $72K | Buy |
2,415
+270
| +13% | +$8.05K | 0.01% | 862 |
|
|
2017
Q4 | $63K | Sell |
2,145
-293
| -12% | -$8.61K | 0.01% | 912 |
|
|
2017
Q3 | $79K | Hold |
2,438
| – | – | 0.01% | 778 |
|
|
2017
Q2 | $68K | Buy |
2,438
+718
| +42% | +$20K | 0.01% | 819 |
|
|
2017
Q1 | $42K | Hold |
1,720
| – | – | ﹤0.01% | 955 |
|
|
2016
Q4 | $40K | Buy |
1,720
+586
| +52% | +$13.6K | 0.01% | 921 |
|
|
2016
Q3 | $25K | Hold |
1,134
| – | – | ﹤0.01% | 1052 |
|
|
2016
Q2 | $21K | Sell |
1,134
-19
| -2% | -$352 | ﹤0.01% | 1104 |
|
|
2016
Q1 | $24K | Buy |
+1,153
| New | +$24K | ﹤0.01% | 1032 |
|