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Philip James Wealth Mangement, LLC → ALLY
Philip James Wealth Mangement, LLC ALLY Position History
Ally Financial Inc. • Banking
Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.9M |
| Q1 2026 | $4.5M |
| Q2 2026 | $5M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 100.8K | — | — |
| Q2 2026 | $5M | 109.7K | — | — |
| Q1 2026 | $4.5M | 115.7K | — | — |
| Q4 2025 | $5.9M | 130.7K | — | — |