JWM
Janiczek Wealth Management’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $94.7K | Buy |
3,756
+120
| +3% | +$3.02K | 0.02% | 288 |
|
|
2024
Q1 | $72.7K | Hold |
3,636
| – | – | 0.02% | 347 |
|
|
2023
Q4 | $84.8K | Buy |
3,636
+36
| +1% | +$840 | 0.02% | 296 |
|
|
2023
Q3 | $71.8K | Sell |
3,600
-51
| -1% | -$1.02K | 0.02% | 311 |
|
|
2023
Q2 | $79.2K | Buy |
3,651
+153
| +4% | +$3.32K | 0.02% | 251 |
|
|
2023
Q1 | $62.2K | Sell |
3,498
-508
| -13% | -$9.04K | 0.02% | 285 |
|
|
2022
Q4 | $68.9K | Sell |
4,006
-8,001
| -67% | -$138K | 0.02% | 270 |
|
|
2022
Q3 | $180K | Buy |
12,007
+4,325
| +56% | +$64.8K | 0.06% | 116 |
|
|
2022
Q2 | $159K | Buy |
7,682
+5,879
| +326% | +$122K | 0.05% | 131 |
|
|
2022
Q1 | $55K | Sell |
1,803
-89
| -5% | -$2.72K | 0.02% | 288 |
|
|
2021
Q4 | $70K | Buy |
1,892
+258
| +16% | +$9.55K | 0.02% | 248 |
|
|
2021
Q3 | $73K | Buy |
1,634
+772
| +90% | +$34.5K | 0.03% | 218 |
|
|
2021
Q2 | $43K | Sell |
862
-33
| -4% | -$1.65K | 0.02% | 282 |
|
|
2021
Q1 | $51K | Buy |
895
+582
| +186% | +$33.2K | 0.02% | 226 |
|
|
2020
Q4 | $17K | Buy |
313
+292
| +1,390% | +$15.9K | 0.01% | 373 |
|
|
2020
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 594 |
|