JFS Wealth Advisors’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1K | Sell |
296
-13
| -4% | -$312 | ﹤0.01% | 969 |
|
|
2025
Q1 | $7.52K | Hold |
309
| – | – | ﹤0.01% | 978 |
|
|
2024
Q4 | $7.5K | Hold |
309
| – | – | ﹤0.01% | 960 |
|
|
2024
Q3 | $9.69K | Hold |
309
| – | – | ﹤0.01% | 866 |
|
|
2024
Q2 | $7.46K | Hold |
309
| – | – | ﹤0.01% | 893 |
|
|
2024
Q1 | $5.74K | Hold |
309
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q4 | $6.7K | Hold |
309
| – | – | ﹤0.01% | 940 |
|
|
2023
Q3 | $5.72K | Hold |
309
| – | – | ﹤0.01% | 937 |
|
|
2023
Q2 | $6.23K | Sell |
309
-112
| -27% | -$2.26K | ﹤0.01% | 906 |
|
|
2023
Q1 | $6.86K | Hold |
421
| – | – | ﹤0.01% | 870 |
|
|
2022
Q4 | $5.61K | Sell |
421
-2,729
| -87% | -$36.3K | ﹤0.01% | 951 |
|
|
2022
Q3 | $43K | Buy |
3,150
+818
| +35% | +$11.2K | ﹤0.01% | 409 |
|
|
2022
Q2 | $45K | Buy |
2,332
+1,990
| +582% | +$38.4K | ﹤0.01% | 411 |
|
|
2022
Q1 | $9K | Buy |
342
+288
| +533% | +$7.58K | ﹤0.01% | 837 |
|
|
2021
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 1133 |
|