Perigon Wealth Management’s Provident Financial Services PFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$238K	Sell	13,553 -10	-0.1%	-$175	0.01%	933
2025 Q1	$233K	Sell	13,563 -24	-0.2%	-$412	0.01%	906
2024 Q4	$261K	Buy	13,587 +24	+0.2%	+$462	0.01%	865
2024 Q3	$252K	Sell	13,563 -33	-0.2%	-$612	0.01%	848
2024 Q2	$195K	Buy	+13,596	New	+$195K	0.01%	816