Mount Yale Investment Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $579K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $292K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $418K | Sell |
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|
2021
Q1 | $952K | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $1.95M | Buy |
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|
2019
Q4 | $2.02M | Sell |
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|
2019
Q3 | $1.96M | Buy |
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|
2019
Q2 | $941K | Sell |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $873K | Sell |
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|
2018
Q3 | $915K | Sell |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $972K | Buy |
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