Evermay 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	$15K	Hold	709	–	–	﹤0.01%	423
2025 Q4	$14K	Hold	709	–	–	﹤0.01%	418
2025 Q3	$13.7K	Hold	709	–	–	﹤0.01%	421
2025 Q2	$12.4K	Hold	709	–	–	﹤0.01%	425
2025 Q1	$12.2K	Hold	709	–	–	﹤0.01%	426
2024 Q4	$13.4K	Hold	709	–	–	﹤0.01%	410
2024 Q3	$13.2K	Hold	709	–	–	﹤0.01%	435
2024 Q2	$10.2K	Hold	709	–	–	﹤0.01%	452
2024 Q1	$10.3K	Hold	709	–	–	﹤0.01%	464
2023 Q4	$12.8K	Hold	709	–	–	﹤0.01%	429
2023 Q3	$10.8K	Hold	709	–	–	﹤0.01%	419
2023 Q2	$11.6K	Hold	709	–	–	﹤0.01%	412
2023 Q1	$13.6K	Hold	709	–	–	﹤0.01%	388
2022 Q4	$15.1K	Hold	709	–	–	﹤0.01%	383
2022 Q3	$14K	Hold	709	–	–	﹤0.01%	369
2022 Q2	$16K	Buy	+709	New	+$15.8K	﹤0.01%	356