Ida shares owned by Phillips Wealth Planners
Historical chart of Phillips Wealth Planners investment in Ida
Tip: Access up to 7 years of quarterly data
All positions including Ida held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ida by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $424k | 3.2k | 134.00 |
| 2025-09-30 | $467k | 3.5k | 133.70 |
| 2025-06-30 | $407k | 3.5k | 115.78 |
| 2025-03-31 | $405k | 3.4k | 117.38 |
| 2024-12-31 | $368k | 3.5k | 106.51 |
| 2024-09-30 | $361k | 3.5k | 104.47 |
| 2024-06-30 | $337k | 3.6k | 93.15 |
| 2024-03-31 | $324k | 3.6k | 89.15 |
| 2023-12-31 | $327k | 3.5k | 92.13 |
| 2023-09-30 | $365k | 3.8k | 95.36 |
| 2023-06-30 | $319k | 3.1k | 102.60 |
| 2023-03-31 | $343k | 3.1k | 111.67 |
| 2022-12-31 | $311k | 3.0k | 103.96 |
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