Northwestern Mutual 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 | $58.2K | Sell |
2,751
-302
| -10% | -$6.45K | ﹤0.01% | 2384 |
|
|
2025
Q4 | $60.3K | Buy |
3,053
+154
| +5% | +$2.98K | ﹤0.01% | 2330 |
|
|
2025
Q3 | $55.9K | Buy |
2,899
+3
| +0.1% | +$57 | ﹤0.01% | 2281 |
|
|
2025
Q2 | $50.8K | Buy |
2,896
+3
| +0.1% | +$50 | ﹤0.01% | 2251 |
|
|
2025
Q1 | $49.7K | Buy |
2,893
+667
| +30% | +$12.1K | ﹤0.01% | 2178 |
|
|
2024
Q4 | $42K | Buy |
2,226
+3
| +0.1% | +$59 | ﹤0.01% | 2241 |
|
|
2024
Q3 | $41.3K | Buy |
2,223
+3
| +0.1% | +$53 | ﹤0.01% | 2223 |
|
|
2024
Q2 | $31.9K | Buy |
2,220
+3
| +0.1% | +$44 | ﹤0.01% | 2244 |
|
|
2024
Q1 | $32.3K | Buy |
2,217
+4
| +0.2% | +$64 | ﹤0.01% | 2258 |
|
|
2023
Q4 | $39.9K | Buy |
2,213
+2,003
| +954% | +$31.4K | ﹤0.01% | 2138 |
|
|
2023
Q3 | $3.21K | Buy |
210
+3
| +1% | +$51 | ﹤0.01% | 2862 |
|
|
2023
Q2 | $3.38K | Buy |
207
+3
| +1% | +$51 | ﹤0.01% | 2881 |
|
|
2023
Q1 | $3.92K | Buy |
204
+2
| +1% | +$44 | ﹤0.01% | 2811 |
|
|
2022
Q4 | $4.32K | Sell |
202
-182
| -47% | -$3.91K | ﹤0.01% | 2764 |
|
|
2022
Q3 | $7K | Buy |
384
+184
| +92% | +$4.3K | ﹤0.01% | 2593 |
|
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 2785 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2753 |
|
|
2021
Q4 | $5K | Buy |
+200
| New | +$4.9K | ﹤0.01% | 2799 |
|
|
2019
Q3 | – | Sell |
-163
| Closed | -$4K | – | 2644 |
|
|
2019
Q2 | $4K | Buy |
+163
| New | +$4.13K | ﹤0.01% | 2175 |
|
|
2018
Q1 | – | Sell |
-46
| Closed | -$1K | – | 2376 |
|
|
2017
Q4 | $1K | Buy |
+46
| New | +$1.25K | ﹤0.01% | 2244 |
|
|
2015
Q1 | – | Sell |
-87
| Closed | -$2K | – | 1742 |
|
|
2014
Q4 | $2K | Buy |
+87
| New | +$1.52K | ﹤0.01% | 1531 |
|
Other funds holding PFS
VPM
VCM
SFM
