Steward Partners Investment Advisory’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37K | Buy |
224
+51
| +29% | +$1.22K | ﹤0.01% | 3456 |
|
|
2025
Q1 | $4.22K | Buy |
173
+29
| +20% | +$707 | ﹤0.01% | 3428 |
|
|
2024
Q4 | $3.49K | Sell |
144
-97
| -40% | -$2.35K | ﹤0.01% | 3482 |
|
|
2024
Q3 | $7.56K | Hold |
241
| – | – | ﹤0.01% | 3058 |
|
|
2024
Q2 | $5.82K | Buy |
241
+97
| +67% | +$2.34K | ﹤0.01% | 2997 |
|
|
2024
Q1 | $2.68K | Hold |
144
| – | – | ﹤0.01% | 3233 |
|
|
2023
Q4 | $3.12K | Hold |
144
| – | – | ﹤0.01% | 3115 |
|
|
2023
Q3 | $2.67K | Sell |
144
-563
| -80% | -$10.4K | ﹤0.01% | 3024 |
|
|
2023
Q2 | $14.2K | Buy |
707
+138
| +24% | +$2.78K | ﹤0.01% | 2447 |
|
|
2023
Q1 | $9.26K | Hold |
569
| – | – | ﹤0.01% | 2570 |
|
|
2022
Q4 | $7.56K | Sell |
569
-1,802
| -76% | -$24K | ﹤0.01% | 2624 |
|
|
2022
Q3 | $32K | Buy |
2,371
+2,365
| +39,417% | +$31.9K | ﹤0.01% | 2006 |
|
|
2022
Q2 | $0 | Sell |
6
-2,082
| -100% | – | ﹤0.01% | 3336 |
|
|
2022
Q1 | $55K | Hold |
2,088
| – | – | ﹤0.01% | 1870 |
|
|
2021
Q4 | $66K | Sell |
2,088
-62
| -3% | -$1.96K | ﹤0.01% | 1773 |
|
|
2021
Q3 | $82K | Sell |
2,150
-138
| -6% | -$5.26K | ﹤0.01% | 1642 |
|
|
2021
Q2 | $97K | Sell |
2,288
-212
| -8% | -$8.99K | ﹤0.01% | 2334 |
|
|
2021
Q1 | $120K | Buy |
2,500
+323
| +15% | +$15.5K | ﹤0.01% | 1533 |
|
|
2020
Q4 | $99K | Buy |
2,177
+31
| +1% | +$1.41K | ﹤0.01% | 1365 |
|
|
2020
Q3 | $85K | Sell |
2,146
-319
| -13% | -$12.6K | ﹤0.01% | 1281 |
|
|
2020
Q2 | $97K | Sell |
2,465
-195
| -7% | -$7.67K | ﹤0.01% | 1167 |
|
|
2020
Q1 | $88K | Sell |
2,660
-2,400
| -47% | -$79.4K | ﹤0.01% | 1047 |
|
|
2019
Q4 | $203K | Buy |
5,060
+533
| +12% | +$21.4K | 0.01% | 879 |
|
|
2019
Q3 | $172K | Buy |
4,527
+4,463
| +6,973% | +$170K | 0.01% | 887 |
|
|
2019
Q2 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 2450 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | – | – | 1752 |
|
|
2018
Q3 | $0 | Sell |
5
-148
| -97% | – | ﹤0.01% | 2671 |
|
|
2018
Q2 | $5K | Sell |
153
-285
| -65% | -$9.31K | ﹤0.01% | 2000 |
|
|
2018
Q1 | $13K | Buy |
438
+433
| +8,660% | +$12.9K | ﹤0.01% | 1491 |
|
|
2017
Q4 | $0 | Sell |
5
-72
| -94% | – | ﹤0.01% | 1929 |
|
|
2017
Q3 | $2K | Buy |
77
+72
| +1,440% | +$1.87K | ﹤0.01% | 1513 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1679 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1550 |
|