Pinnacle Wealth Planning Services’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
12,232
+1,070
| +10% | +$25.7K | 0.04% | 303 |
|
|
2025
Q1 | $272K | Buy |
11,162
+318
| +3% | +$7.75K | 0.04% | 283 |
|
|
2024
Q4 | $263K | Buy |
10,844
+352
| +3% | +$8.55K | 0.04% | 286 |
|
|
2024
Q3 | $329K | Sell |
10,492
-509
| -5% | -$16K | 0.04% | 284 |
|
|
2024
Q2 | $266K | Sell |
11,001
-4,309
| -28% | -$104K | 0.04% | 320 |
|
|
2024
Q1 | $284K | Buy |
15,310
+2,605
| +21% | +$48.3K | 0.04% | 313 |
|
|
2023
Q4 | $275K | Buy |
12,705
+1,445
| +13% | +$31.3K | 0.04% | 294 |
|
|
2023
Q3 | $208K | Sell |
11,260
-2,426
| -18% | -$44.9K | 0.03% | 354 |
|
|
2023
Q2 | $275K | Buy |
13,686
+325
| +2% | +$6.54K | 0.04% | 283 |
|
|
2023
Q1 | $218K | Buy |
13,361
+1,966
| +17% | +$32K | 0.04% | 358 |
|
|
2022
Q4 | $152K | Sell |
11,395
-957
| -8% | -$12.7K | 0.03% | 382 |
|
|
2022
Q3 | $169K | Buy |
+12,352
| New | +$169K | 0.03% | 336 |
|
|
2021
Q1 | – | Sell |
-2,227
| Closed | -$101K | – | 1499 |
|
|
2020
Q4 | $101K | Buy |
+2,227
| New | +$101K | 0.02% | 465 |
|