Waverly Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
10,726
+236
| +2% | +$5.66K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $256K | Buy |
10,490
+1,937
| +23% | +$47.2K | ﹤0.01% | 982 |
|
|
2024
Q4 | $208K | Buy |
8,553
+170
| +2% | +$4.13K | ﹤0.01% | 915 |
|
|
2024
Q3 | $263K | Sell |
8,383
-3,280
| -28% | -$103K | ﹤0.01% | 716 |
|
|
2024
Q2 | $282K | Buy |
+11,663
| New | +$282K | 0.01% | 681 |
|