LWAM
Legacy Wealth Asset Management’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
59,001
+2,989
| +5% | +$71.7K | 0.36% | 69 |
|
|
2025
Q1 | $1.42M | Buy |
56,012
+4,681
| +9% | +$119K | 0.39% | 73 |
|
|
2024
Q4 | $1.3M | Buy |
51,331
+562
| +1% | +$14.2K | 0.35% | 71 |
|
|
2024
Q3 | $1.66M | Sell |
50,769
-7,514
| -13% | -$246K | 0.45% | 60 |
|
|
2024
Q2 | $1.47M | Buy |
58,283
+2,012
| +4% | +$50.7K | 0.41% | 67 |
|
|
2024
Q1 | $1.13M | Buy |
56,271
+1,880
| +3% | +$37.6K | 0.31% | 85 |
|
|
2023
Q4 | $1.27M | Buy |
54,391
+6,273
| +13% | +$146K | 0.42% | 68 |
|
|
2023
Q3 | $959K | Sell |
48,118
-18,617
| -28% | -$371K | 0.35% | 91 |
|
|
2023
Q2 | $1.45M | Buy |
66,735
+1,193
| +2% | +$25.9K | 0.51% | 52 |
|
|
2023
Q1 | $1.2M | Sell |
65,542
-3,812
| -5% | -$70K | 0.43% | 64 |
|
|
2022
Q4 | $1.04M | Sell |
69,354
-1,321
| -2% | -$19.8K | 0.4% | 76 |
|
|
2022
Q3 | $1.09M | Buy |
+70,675
| New | +$1.09M | 0.48% | 62 |
|
|
2022
Q1 | – | Sell |
-29,293
| Closed | -$1.08M | – | 337 |
|
|
2021
Q4 | $1.08M | Buy |
29,293
+22,246
| +316% | +$819K | 0.37% | 80 |
|
|
2021
Q3 | $313K | Buy |
7,047
+101
| +1% | +$4.49K | 0.14% | 232 |
|
|
2021
Q2 | $345K | Buy |
6,946
+94
| +1% | +$4.67K | 0.15% | 229 |
|
|
2021
Q1 | $391K | Buy |
6,852
+16
| +0.2% | +$913 | 0.18% | 209 |
|
|
2020
Q4 | $370K | Buy |
+6,836
| New | +$370K | 0.19% | 206 |
|