HWAM
Hennion & Walsh Asset Management’s Preferred Bank PFBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
11,921
+3,380
| +40% | +$293K | 0.04% | 489 |
|
|
2025
Q1 | $715K | Buy |
+8,541
| New | +$715K | 0.03% | 555 |
|
|
2023
Q4 | – | Sell |
-4,659
| Closed | -$290K | – | 856 |
|
|
2023
Q3 | $290K | Sell |
4,659
-485
| -9% | -$30.2K | 0.02% | 654 |
|
|
2023
Q2 | $283K | Sell |
5,144
-96
| -2% | -$5.28K | 0.02% | 669 |
|
|
2023
Q1 | $287K | Sell |
5,240
-108
| -2% | -$5.92K | 0.02% | 649 |
|
|
2022
Q4 | $399K | Sell |
5,348
-87
| -2% | -$6.49K | 0.02% | 549 |
|
|
2022
Q3 | $355K | Sell |
5,435
-171
| -3% | -$11.2K | 0.02% | 559 |
|
|
2022
Q2 | $381K | Buy |
5,606
+494
| +10% | +$33.6K | 0.02% | 548 |
|
|
2022
Q1 | $379K | Buy |
+5,112
| New | +$379K | 0.02% | 580 |
|