LWA
Ledgewood Wealth Advisors’s Provident Financial Services PFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Hold |
680,012
| – | – | 7.51% | 3 |
|
|
2025
Q1 | $11.7M | Hold |
680,012
| – | – | 7.53% | 3 |
|
|
2024
Q4 | $12.8M | Buy |
680,012
+19,171
| +3% | +$362K | 8.28% | 3 |
|
|
2024
Q3 | $12.3M | Buy |
660,841
+12,096
| +2% | +$225K | 8.26% | 3 |
|
|
2024
Q2 | $9.31M | Buy |
648,745
+9,596
| +2% | +$138K | 8.02% | 3 |
|
|
2024
Q1 | $9.31M | Buy |
639,149
+9,596
| +2% | +$140K | 8.65% | 2 |
|
|
2023
Q4 | $11.4M | Buy |
+629,553
| New | +$11.4M | 10.48% | 2 |
|