Phillips Wealth Planners’s Cogent Communications CCOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
5,701
+73
| +1% | +$3.64K | 0.26% | 141 |
|
|
2025
Q1 | $291K | Sell |
5,628
-17
| -0.3% | -$879 | 0.31% | 113 |
|
|
2024
Q4 | $405K | Buy |
5,645
+349
| +7% | +$25K | 0.4% | 76 |
|
|
2024
Q3 | $443K | Sell |
5,296
-163
| -3% | -$13.6K | 0.42% | 72 |
|
|
2024
Q2 | $321K | Sell |
5,459
-76
| -1% | -$4.47K | 0.34% | 102 |
|
|
2024
Q1 | $348K | Sell |
5,535
-434
| -7% | -$27.3K | 0.4% | 86 |
|
|
2023
Q4 | $442K | Sell |
5,969
-63
| -1% | -$4.66K | 0.53% | 62 |
|
|
2023
Q3 | $390K | Buy |
6,032
+1,922
| +47% | +$124K | 0.53% | 70 |
|
|
2023
Q2 | $277K | Buy |
4,110
+100
| +2% | +$6.73K | 0.36% | 102 |
|
|
2023
Q1 | $277K | Buy |
4,010
+4
| +0.1% | +$277 | 0.37% | 102 |
|
|
2022
Q4 | $268K | Buy |
+4,006
| New | +$268K | 0.47% | 82 |
|