MITCHELL & PAHL PRIVATE WEALTH, LLC
Holdings in PHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,030,502 | 38,054 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $1,047,656 | 38,432 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $885,701 | 36,935 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $888,441 | 34,978 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $908,836 | 35,894 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $1,102,042 | 33,681 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $841,503 | 33,393 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $631,360 | 31,568 | Shares | Sole | 2024-04-26 |
| 2023-12-31 | $680,466 | 29,167 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $577,362 | 28,955 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $543,117 | 25,040 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $387,955 | 21,142 | Shares | Sole | 2023-05-05 |
| 2022-12-31 | $301,793 | 20,133 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $245,331 | 15,941 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $271,514 | 12,611 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $251,628 | 8,242 | Shares | Sole | 2022-04-14 |
| 2021-12-31 | $214,061 | 5,809 | Shares | Sole | 2022-01-19 |
| 2021-09-30 | $223,844 | 5,037 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $238,560 | 4,800 | Shares | Sole | 2021-07-14 |
| 2021-03-31 | $249,107 | 4,368 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $229,518 | 4,237 | Shares | Sole | 2021-02-09 |