Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,818
Closed -$207K 1296
2024
Q4
$207K Buy
8,818
+52
+0.6% +$1.34K ﹤0.01% 1155
2024
Q3
$265K Sell
8,766
-371
-4% -$9.86K ﹤0.01% 1079
2024
Q2
$213K Buy
+9,137
New +$205K ﹤0.01% 1136
2024
Q1
Sell
-16,122
Closed -$336K 1342
2023
Q4
$336K Buy
16,122
+2,038
+14% +$37.1K 0.01% 893
2023
Q3
$251K Sell
14,084
-710
-5% -$13.6K ﹤0.01% 955
2023
Q2
$287K Sell
14,794
-224
-1% -$3.92K 0.01% 933
2023
Q1
$236K Sell
15,018
-31,310
-68% -$450K ﹤0.01% 971
2022
Q4
$595K Sell
46,328
-112,583
-71% -$1.36M 0.01% 637
2022
Q3
$2.09M Sell
158,911
-34,780
-18% -$565K 0.04% 351
2022
Q2
$3.57M Sell
193,691
-114,104
-37% -$2.46M 0.07% 273
2022
Q1
$7.76M Buy
307,795
+94,320
+44% +$2.58M 0.13% 182
2021
Q4
$6.5M Buy
213,475
+50,695
+31% +$1.72M 0.1% 227
2021
Q3
$5.97M Buy
162,780
+75,198
+86% +$2.86M 0.09% 233
2021
Q2
$3.6M Sell
87,582
-1,782
-2% -$82.4K 0.05% 355
2021
Q1
$4.13M Buy
89,364
+2,341
+3% +$106K 0.07% 286
2020
Q4
$3.82M Sell
87,023
-577
-0.7% -$23.8K 0.07% 283
2020
Q3
$3.35M Sell
87,600
-2,415
-3% -$96.9K 0.07% 286
2020
Q2
$3.42M Sell
90,015
-4,003
-4% -$139K 0.07% 262
2020
Q1
$3M Sell
94,018
-1,677
-2% -$59.3K 0.08% 258
2019
Q4
$3.71M Sell
95,695
-3,250
-3% -$118K 0.08% 276
2019
Q3
$3.63M Buy
98,945
+1,243
+1% +$45.7K 0.08% 269
2019
Q2
$3.38M Sell
97,702
-1,428
-1% -$45.9K 0.08% 287
2019
Q1
$3.14M Sell
99,130
-2,290
-2% -$68.2K 0.07% 297
2018
Q4
$2.76M Buy
101,420
+23,163
+30% +$684K 0.08% 287
2018
Q3
$2.76M Buy
+78,257
New +$2.68M 0.07% 329
2017
Q3
Sell
-99,382
Closed -$2.7M 834
2017
Q2
$2.7M Sell
99,382
-7,557
-7% -$198K 0.09% 239
2017
Q1
$2.54M Sell
106,939
-124
-0.1% -$2.78K 0.09% 240
2016
Q4
$2.42M Sell
107,063
-28,213
-21% -$615K 0.1% 239
2016
Q3
$2.96M Sell
135,276
-5,767
-4% -$118K 0.13% 172
2016
Q2
$2.6M Buy
141,043
+5,294
+4% +$102K 0.12% 190
2016
Q1
$2.77M Sell
135,749
-24,636
-15% -$455K 0.14% 165
2015
Q4
$2.92M Sell
160,385
-10,031
-6% -$188K 0.15% 150
2015
Q3
$2.86M Sell
170,416
-1,257
-0.7% -$23.4K 0.15% 146
2015
Q2
$3.13M Buy
171,673
+2,511
+1% +$49.6K 0.14% 166
2015
Q1
$3.32M Sell
169,162
-2,694
-2% -$53.7K 0.15% 155
2014
Q4
$3.45M Buy
171,856
+40,074
+30% +$799K 0.16% 147
2014
Q3
$2.9M Buy
131,782
+24,755
+23% +$531K 0.14% 172
2014
Q2
$2.36M Sell
107,027
-7,078
-6% -$159K 0.12% 192
2014
Q1
$2.78M Sell
114,105
-2,056
-2% -$50.5K 0.15% 171
2013
Q4
$2.98M Sell
116,161
-20,357
-15% -$490K 0.15% 150
2013
Q3
$3.05M Buy
136,518
+361
+0.3% +$7.89K 0.16% 129
2013
Q2
$2.57M Buy
+136,157
New +$2.68M 0.14% 133

Other funds holding PHG