Carson Wealth (CWM LLC)’s Provident Financial Services PFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
31,813
+13,988
| +78% | +$245K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $306K | Sell |
17,825
-4
| -0% | -$69 | ﹤0.01% | 1659 |
|
|
2024
Q4 | $336K | Buy |
17,829
+561
| +3% | +$10.6K | ﹤0.01% | 1527 |
|
|
2024
Q3 | $320K | Sell |
17,268
-50,192
| -74% | -$930K | ﹤0.01% | 1503 |
|
|
2024
Q2 | $968K | Sell |
67,460
-3,739
| -5% | -$53.7K | ﹤0.01% | 909 |
|
|
2024
Q1 | $1.04M | Buy |
71,199
+11,318
| +19% | +$165K | 0.01% | 838 |
|
|
2023
Q4 | $1.08M | Sell |
59,881
-3,016
| -5% | -$54.4K | 0.01% | 773 |
|
|
2023
Q3 | $962K | Buy |
62,897
+1,677
| +3% | +$25.6K | 0.01% | 767 |
|
|
2023
Q2 | $1M | Sell |
61,220
-2,025
| -3% | -$33.1K | 0.01% | 713 |
|
|
2023
Q1 | $1.21M | Buy |
63,245
+36
| +0.1% | +$690 | 0.01% | 601 |
|
|
2022
Q4 | $1.35M | Buy |
63,209
+1,344
| +2% | +$28.7K | 0.01% | 534 |
|
|
2022
Q3 | $1.21M | Sell |
61,865
-2,138
| -3% | -$41.7K | 0.01% | 508 |
|
|
2022
Q2 | $1.43M | Sell |
64,003
-3,829
| -6% | -$85.3K | 0.01% | 466 |
|
|
2022
Q1 | $1.59M | Sell |
67,832
-13,636
| -17% | -$319K | 0.01% | 447 |
|
|
2021
Q4 | $1.97M | Buy |
+81,468
| New | +$1.97M | 0.01% | 434 |
|
|
2021
Q2 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2021
Q1 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2020
Q4 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2020
Q3 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2020
Q2 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2020
Q1 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2019
Q4 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2019
Q3 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2019
Q2 | $2.11M | Hold |
92,343
| – | – | 0.02% | 409 |
|
|
2019
Q1 | $2.11M | Buy |
+92,343
| New | +$2.11M | 0.02% | 409 |
|