GeoWealth Management’s Philips PHG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$657K Buy
27,390
+5,770
+27% +$138K 0.03% 347
2025
Q1
$527K Buy
21,620
+1,550
+8% +$37.8K 0.02% 410
2024
Q4
$488K Buy
20,070
+860
+4% +$20.9K 0.02% 472
2024
Q3
$603K Sell
19,210
-778
-4% -$24.4K 0.02% 428
2024
Q2
$483K Sell
19,988
-3,845
-16% -$93K 0.02% 437
2024
Q1
$442K Buy
23,833
+7,049
+42% +$131K 0.02% 475
2023
Q4
$363K Buy
+16,784
New +$363K 0.03% 382