IWS
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Insight Wealth Strategies’s Philips PHG Stock Holding History

Insight Wealth Strategies’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-53,214
Closed -$1.34M – 159
2022
Q1 		$1.34M Buy
53,214
+3,351
+7% +$91.5K 0.2% 87
2021
Q4 		$1.52M Buy
49,863
+5,654
+13% +$192K 0.22% 70
2021
Q3 		$1.62M Buy
44,209
+6,922
+19% +$263K 0.23% 63
2021
Q2 		$1.53M Sell
37,287
-6,215
-14% -$287K 0.22% 63
2021
Q1 		$2.01M Buy
43,502
+5,876
+16% +$267K 0.27% 52
2020
Q4 		$1.65M Buy
37,626
+2,450
+7% +$101K 0.28% 49
2020
Q3 		$1.34M Buy
35,176
+12,136
+53% +$487K 0.25% 48
2020
Q2 		$875K Buy
+23,040
New +$802K 0.19% 53

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FMI
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Bank of America
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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AllianceBernstein
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return