SIA
Schechter Investment Advisors’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $829K | Sell |
32,637
-4,155
| -11% | -$106K | 0.07% | 259 |
|
|
2024
Q4 | $932K | Buy |
36,792
+109
| +0.3% | +$2.76K | 0.07% | 250 |
|
|
2024
Q3 | $1.2M | Sell |
36,683
-9,345
| -20% | -$306K | 0.09% | 216 |
|
|
2024
Q2 | $1.16M | Sell |
46,028
-7,387
| -14% | -$186K | 0.09% | 210 |
|
|
2024
Q1 | $1.07M | Sell |
53,415
-1,286
| -2% | -$25.7K | 0.08% | 231 |
|
|
2023
Q4 | $1.28M | Sell |
54,701
-5,755
| -10% | -$134K | 0.11% | 181 |
|
|
2023
Q3 | $1.21M | Sell |
60,456
-999
| -2% | -$19.9K | 0.12% | 189 |
|
|
2023
Q2 | $1.33M | Buy |
61,455
+1,800
| +3% | +$39K | 0.12% | 191 |
|
|
2023
Q1 | $1.09M | Buy |
59,655
+3,479
| +6% | +$63.8K | 0.1% | 232 |
|
|
2022
Q4 | $842K | Buy |
56,176
+14,843
| +36% | +$222K | 0.08% | 352 |
|
|
2022
Q3 | $636K | Buy |
41,333
+12,803
| +45% | +$197K | 0.06% | 434 |
|
|
2022
Q2 | $614K | Buy |
+28,530
| New | +$614K | 0.06% | 460 |
|