Evergreen Wealth Solutions’s Penns Woods Bancorp PWOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-15,332
| Closed | -$465K | – | 132 |
|
|
2025
Q2 | $465K | Sell |
15,332
-1,983
| -11% | -$56.9K | 0.28% | 65 |
|
|
2025
Q1 | $483K | Buy |
17,315
+17
| +0.1% | +$507 | 0.33% | 52 |
|
|
2024
Q4 | $526K | Buy |
17,298
+2,794
| +19% | +$80.4K | 0.37% | 52 |
|
|
2024
Q3 | $345K | Sell |
14,504
-3,613
| -20% | -$80K | 0.23% | 79 |
|
|
2024
Q2 | $372K | Buy |
18,117
+273
| +2% | +$5.23K | 0.26% | 76 |
|
|
2024
Q1 | $346K | Buy |
17,844
+39
| +0.2% | +$788 | 0.26% | 82 |
|
|
2023
Q4 | $401K | Buy |
17,805
+2,274
| +15% | +$48.2K | 0.34% | 74 |
|
|
2023
Q3 | $327K | Buy |
15,531
+833
| +6% | +$20.8K | 0.33% | 76 |
|
|
2023
Q2 | $368K | Buy |
14,698
+25
| +0.2% | +$606 | 0.37% | 70 |
|
|
2023
Q1 | $339K | Sell |
14,673
-569
| -4% | -$14.8K | 0.39% | 74 |
|
|
2022
Q4 | $406K | Buy |
15,242
+2,145
| +16% | +$53.8K | 0.54% | 61 |
|
|
2022
Q3 | $300K | Sell |
13,097
-822
| -6% | -$18.9K | 0.43% | 70 |
|
|
2022
Q2 | $321K | Hold |
13,919
| – | – | 0.39% | 79 |
|
|
2022
Q1 | $340K | Sell |
13,919
-600
| -4% | -$14.5K | 0.33% | 75 |
|
|
2021
Q4 | $343K | Buy |
+14,519
| New | +$347K | 0.31% | 70 |
|
Evergreen Wealth Solutions's PWOD Position: Q3 2025 in Review
Evergreen Wealth Solutions sold out of Penns Woods Bancorp (PWOD) in Q3 2025, closing a stake of 15,332 shares — an estimated $465K sold.
Evergreen Wealth Solutions first reported a position in PWOD in Q4 2021 and held it in 15 quarters. The position peaked at $526K in Q4 2024. 0 funds tracked by Wall St. Rank hold PWOD as of Q3 2025.
- Evergreen Wealth Solutions reported no remaining Penns Woods Bancorp position as of Q3 2025 after selling out during the quarter.
- Evergreen Wealth Solutions sold 15,332 Penns Woods Bancorp shares in Q3 2025, an estimated $465K.
- Evergreen Wealth Solutions first reported a position in Penns Woods Bancorp in Q4 2021 and held it in 15 quarters.
- Evergreen Wealth Solutions's Penns Woods Bancorp position peaked at $526K in Q4 2024.
- 0 funds tracked by Wall St. Rank held Penns Woods Bancorp as of Q3 2025.
Based on Evergreen Wealth Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.