TWD
PHI icon

True Wealth Design’s PLDT PHI Stock Holding History

True Wealth Design’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$579 Sell
33
-126
-79% -$2.44K ﹤0.01% 2156
2026
Q1 		$3.35K Buy
159
+9
+6% +$203 ﹤0.01% 1355
2025
Q4 		$3.26K Buy
150
+14
+10% +$287 ﹤0.01% 1260
2025
Q3 		$2.54K Buy
136
+116
+580% +$2.49K ﹤0.01% 1380
2025
Q2 		$436 Sell
20
-1
-5% -$23 ﹤0.01% 1803
2025
Q1 		$460 Sell
21
-1
-5% -$23 ﹤0.01% 1571
2024
Q4 		$488 Buy
22
+4
+22% +$95 ﹤0.01% 1096
2024
Q3 		$484 Hold
18
– – ﹤0.01% 1103
2024
Q2 		$443 Buy
18
+4
+29% +$97 ﹤0.01% 675
2024
Q1 		$346 Buy
14
+5
+56% +$117 ﹤0.01% 689
2023
Q4 		$211 Hold
9
– – ﹤0.01% 672
2023
Q3 		$186 Hold
9
– – ﹤0.01% 654
2023
Q2 		$211 Hold
9
– – ﹤0.01% 644
2023
Q1 		$228 Hold
9
– – ﹤0.01% 710
2022
Q4 		$205 Buy
+9
New +$238 ﹤0.01% 653

Other funds holding PHI

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return