PMWMG
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Parr McKnight Wealth Management Group’s Factset FDS Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.6M Buy
10,274
+60
+0.6% +$26.8K 0.63% 46
2025
Q1 		$4.64M Buy
10,214
+201
+2% +$91.4K 0.67% 41
2024
Q4 		$4.81M Buy
+10,013
New +$4.81M 0.69% 37