Empirical Wealth Management’s Preferred Bank PFBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$431K	Buy	4,978 +646	+15%	+$55.9K	0.01%	445
2025 Q1	$362K	Buy	4,332 +834	+24%	+$69.8K	0.01%	465
2024 Q4	$302K	Buy	3,498 +394	+13%	+$34K	0.01%	496
2024 Q3	$249K	Buy	+3,104	New	+$249K	0.01%	495