Ritholtz Wealth Management’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
17,525
+8,275
| +89% | +$198K | 0.01% | 684 |
|
|
2025
Q1 | $225K | Buy |
9,250
+56
| +0.6% | +$1.37K | 0.01% | 825 |
|
|
2024
Q4 | $223K | Hold |
9,194
| – | – | 0.01% | 790 |
|
|
2024
Q3 | $289K | Hold |
9,194
| – | – | 0.01% | 709 |
|
|
2024
Q2 | $222K | Buy |
+9,194
| New | +$222K | 0.01% | 737 |
|
|
2021
Q4 | – | Sell |
-6,600
| Closed | -$251K | – | 551 |
|
|
2021
Q3 | $251K | Sell |
6,600
-2,083
| -24% | -$79.2K | 0.02% | 418 |
|
|
2021
Q2 | $370K | Sell |
8,683
-2,098
| -19% | -$89.4K | 0.03% | 324 |
|
|
2021
Q1 | $517K | Buy |
10,781
+1,857
| +21% | +$89.1K | 0.04% | 206 |
|
|
2020
Q4 | $407K | Buy |
8,924
+187
| +2% | +$8.53K | 0.04% | 200 |
|
|
2020
Q3 | $347K | Sell |
8,737
-940
| -10% | -$37.3K | 0.04% | 190 |
|
|
2020
Q2 | $381K | Buy |
+9,677
| New | +$381K | 0.05% | 143 |
|