Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $636K | Buy |
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|
2025
Q2 | $558K | Buy |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $320K | Sell |
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|
2024
Q2 | $968K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $962K | Buy |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q2 | $2.11M | Hold |
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|
2021
Q1 | $2.11M | Hold |
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|
2020
Q4 | $2.11M | Hold |
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|
2020
Q3 | $2.11M | Hold |
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|
2020
Q2 | $2.11M | Hold |
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|
2020
Q1 | $2.11M | Hold |
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|
2019
Q4 | $2.11M | Hold |
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|
2019
Q3 | $2.11M | Hold |
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|
2019
Q2 | $2.11M | Hold |
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|
2019
Q1 | $2.11M | Buy |
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