Hennion & Walsh Asset Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $715K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $379K | Buy |
|