Montag & Associates’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Buy |
494
+146
| +42% | +$3.5K | ﹤0.01% | 727 |
|
|
2025
Q1 | $8.48K | Hold |
348
| – | – | ﹤0.01% | 803 |
|
|
2024
Q4 | $8.46K | Hold |
348
| – | – | ﹤0.01% | 802 |
|
|
2024
Q3 | $10.9K | Sell |
348
-90
| -21% | -$2.83K | ﹤0.01% | 801 |
|
|
2024
Q2 | $10.6K | Sell |
438
-113
| -21% | -$2.73K | ﹤0.01% | 769 |
|
|
2024
Q1 | $10.2K | Hold |
551
| – | – | ﹤0.01% | 759 |
|
|
2023
Q4 | $11.9K | Hold |
551
| – | – | ﹤0.01% | 753 |
|
|
2023
Q3 | $10.2K | Hold |
551
| – | – | ﹤0.01% | 738 |
|
|
2023
Q2 | $11.1K | Sell |
551
-1
| -0.2% | -$20 | ﹤0.01% | 732 |
|
|
2023
Q1 | $8.99K | Hold |
552
| – | – | ﹤0.01% | 745 |
|
|
2022
Q4 | $7.35K | Sell |
552
-552
| -50% | -$7.35K | ﹤0.01% | 777 |
|
|
2022
Q3 | $15K | Buy |
+1,104
| New | +$15K | ﹤0.01% | 688 |
|