LWM
PHG icon

Liberty Wealth Management’s Philips PHG Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-1,820
Closed -$69K – 834
2021
Q3 		$69K Buy
1,820
+406
+29% +$15.4K 0.02% 359
2021
Q2 		$53K Sell
1,414
-759
-35% -$35.1K 0.02% 308
2021
Q1 		$99K Hold
2,173
– – 0.05% 182
2020
Q4 		$99K Buy
2,173
+288
+15% +$11.9K 0.05% 180
2020
Q3 		$72K Buy
1,885
+7
+0.4% +$281 0.04% 189
2020
Q2 		$71K Buy
1,878
+304
+19% +$10.6K 0.05% 184
2020
Q1 		$50K Buy
1,574
+747
+90% +$26.4K 0.04% 213
2019
Q4 		$32K Sell
827
-172
-17% -$6.22K 0.03% 332
2019
Q3 		$37K Buy
999
+757
+313% +$27.9K 0.04% 288
2019
Q2 		$8K Sell
242
-83
-26% -$2.67K 0.01% 571
2019
Q1 		$10K Sell
325
-98
-23% -$2.92K 0.01% 445
2018
Q4 		$11K Buy
+423
New +$12.5K 0.01% 419

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FMI
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Bank of America
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Fidelity Investments
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BlackRock
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AllianceBernstein
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American Century Companies
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return