JWM
Janiczek Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $216K | Sell |
1,533
-27
| -2% | -$3.81K | 0.05% | 174 |
|
|
2024
Q1 | $255K | Buy |
1,560
+46
| +3% | +$7.52K | 0.05% | 156 |
|
|
2023
Q4 | $202K | Buy |
1,514
+14
| +0.9% | +$1.86K | 0.05% | 159 |
|
|
2023
Q3 | $180K | Buy |
1,500
+186
| +14% | +$22.3K | 0.05% | 156 |
|
|
2023
Q2 | $125K | Sell |
1,314
-43
| -3% | -$4.1K | 0.03% | 183 |
|
|
2023
Q1 | $144K | Sell |
1,357
-194
| -13% | -$20.6K | 0.04% | 163 |
|
|
2022
Q4 | $160K | Buy |
1,551
+130
| +9% | +$13.4K | 0.04% | 150 |
|
|
2022
Q3 | $129K | Buy |
1,421
+91
| +7% | +$8.26K | 0.04% | 156 |
|
|
2022
Q2 | $118K | Buy |
1,330
+53
| +4% | +$4.7K | 0.04% | 180 |
|
|
2022
Q1 | $110K | Buy |
1,277
+70
| +6% | +$6.03K | 0.03% | 196 |
|
|
2021
Q4 | $87K | Buy |
1,207
+5
| +0.4% | +$360 | 0.03% | 209 |
|
|
2021
Q3 | $84K | Buy |
1,202
+14
| +1% | +$978 | 0.03% | 197 |
|
|
2021
Q2 | $102K | Buy |
1,188
+4
| +0.3% | +$343 | 0.04% | 154 |
|
|
2021
Q1 | $97K | Buy |
1,184
+4
| +0.3% | +$328 | 0.04% | 137 |
|
|
2020
Q4 | $83K | Buy |
1,180
+377
| +47% | +$26.5K | 0.04% | 129 |
|
|
2020
Q3 | $42K | Sell |
803
-266
| -25% | -$13.9K | 0.02% | 107 |
|
|
2020
Q2 | $77K | Buy |
1,069
+266
| +33% | +$19.2K | 0.04% | 64 |
|
|
2020
Q1 | $43K | Hold |
803
| – | – | 0.02% | 65 |
|
|
2019
Q4 | $89K | Hold |
803
| – | – | 0.04% | 55 |
|
|
2019
Q3 | $82K | Hold |
803
| – | – | 0.04% | 56 |
|
|
2019
Q2 | $75K | Sell |
803
-803
| -50% | -$75K | 0.04% | 59 |
|
|
2019
Q1 | $153K | Hold |
1,606
| – | – | 0.07% | 45 |
|
|
2018
Q4 | $138K | Buy |
+1,606
| New | +$138K | 0.07% | 48 |
|