SOA Wealth Advisors’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Sell |
1,446
-1
| -0.1% | -$24 | 0.01% | 422 |
|
|
2025
Q1 | $35.3K | Hold |
1,447
| – | – | 0.01% | 390 |
|
|
2024
Q4 | $35.1K | Hold |
1,447
| – | – | 0.01% | 377 |
|
|
2024
Q3 | $45.4K | Hold |
1,447
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $35K | Sell |
1,447
-1
| -0.1% | -$24 | 0.01% | 357 |
|
|
2024
Q1 | $26.9K | Hold |
1,448
| – | – | 0.01% | 397 |
|
|
2023
Q4 | $31.3K | Hold |
1,448
| – | – | 0.01% | 354 |
|
|
2023
Q3 | $26.8K | Hold |
1,448
| – | – | 0.01% | 369 |
|
|
2023
Q2 | $29.1K | Sell |
1,448
-1
| -0.1% | -$20 | 0.01% | 366 |
|
|
2023
Q1 | $23.6K | Hold |
1,449
| – | – | 0.01% | 396 |
|
|
2022
Q4 | $19.3K | Hold |
1,449
| – | – | 0.01% | 411 |
|
|
2022
Q3 | $19K | Hold |
1,449
| – | – | 0.01% | 403 |
|
|
2022
Q2 | $27K | Sell |
1,449
-53
| -4% | -$988 | 0.01% | 344 |
|
|
2022
Q1 | $39K | Hold |
1,502
| – | – | 0.01% | 340 |
|
|
2021
Q4 | $47K | Hold |
1,502
| – | – | 0.01% | 302 |
|
|
2021
Q3 | $57K | Hold |
1,502
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $63K | Sell |
1,502
-193
| -11% | -$8.1K | 0.02% | 279 |
|
|
2021
Q1 | $81K | Hold |
1,695
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $80K | Buy |
+1,695
| New | +$80K | 0.02% | 213 |
|