Blue Bell Private Wealth Management’s Provident Financial Services PFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.8K	Hold	558	–	–	﹤0.01%	553
2025 Q4	$11K	Sell	558 -109	-16%	-$2.11K	﹤0.01%	549
2025 Q3	$12.9K	Buy	667 +109	+20%	+$2.08K	﹤0.01%	524
2025 Q2	$9.78K	Hold	558	–	–	﹤0.01%	531
2025 Q1	$9.58K	Hold	558	–	–	﹤0.01%	520
2024 Q4	$10.5K	Hold	558	–	–	﹤0.01%	497
2024 Q3	$10.4K	Hold	558	–	–	﹤0.01%	523
2024 Q2	$8.01K	Hold	558	–	–	﹤0.01%	542
2024 Q1	$8.13K	Hold	558	–	–	﹤0.01%	539
2023 Q4	$10.1K	Hold	558	–	–	﹤0.01%	497
2023 Q3	$8.53K	Hold	558	–	–	﹤0.01%	445
2023 Q2	$9.12K	Hold	558	–	–	﹤0.01%	428
2023 Q1	$10.7K	Hold	558	–	–	﹤0.01%	370
2022 Q4	$11.9K	Hold	558	–	–	﹤0.01%	356
2022 Q3	$11K	Hold	558	–	–	﹤0.01%	365
2022 Q2	$12K	Hold	558	–	–	﹤0.01%	367
2022 Q1	$13K	Hold	558	–	–	﹤0.01%	378
2021 Q4	$14K	Buy	+558	New	+$13.7K	﹤0.01%	350