PWMG

Prestige Wealth Management Group’s Public Service Enterprise Group PEG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.42M	Buy	16,855 +6	+0%	+$505	0.29%	49
2025 Q1	$1.39M	Buy	16,849 +6	+0%	+$494	0.3%	50
2024 Q4	$1.42M	Buy	16,843 +757	+5%	+$64K	0.3%	51
2024 Q3	$1.44M	Hold	16,086	–	–	0.3%	50
2024 Q2	$1.19M	Hold	16,086	–	–	0.26%	50
2024 Q1	$1.07M	Buy	16,086 +43	+0.3%	+$2.87K	0.23%	56
2023 Q4	$981K	Hold	16,043	–	–	0.22%	57
2023 Q3	$913K	Hold	16,043	–	–	0.23%	52
2023 Q2	$1M	Buy	16,043 +612	+4%	+$38.3K	0.24%	52
2023 Q1	$964K	Hold	15,431	–	–	0.24%	50
2022 Q4	$945K	Buy	15,431 +21	+0.1%	+$1.29K	0.25%	53
2022 Q3	$867K	Hold	15,410	–	–	0.24%	47
2022 Q2	$975K	Hold	15,410	–	–	0.26%	48
2022 Q1	$1.08M	Hold	15,410	–	–	0.27%	50
2021 Q4	$1.03M	Hold	15,410	–	–	0.25%	47
2021 Q3	$939K	Buy	15,410 +15,347	+24,360%	+$935K	0.24%	49
2021 Q2	$4K	Sell	63 -15,347	-100%	-$974K	﹤0.01%	688
2021 Q1	$928K	Hold	15,410	–	–	0.25%	47
2020 Q4	$899K	Sell	15,410 -79	-0.5%	-$4.61K	0.25%	48
2020 Q3	$851K	Hold	15,489	–	–	0.26%	52
2020 Q2	$761K	Sell	15,489 -4	-0%	-$197	0.27%	43
2020 Q1	$696K	Sell	15,493 -1,818	-11%	-$81.7K	0.29%	38
2019 Q4	$1.02M	Sell	17,311 -18	-0.1%	-$1.06K	0.56%	32
2019 Q3	$1.08M	Sell	17,329 -1,689	-9%	-$105K	0.63%	26
2019 Q2	$1.12M	Buy	19,018 +1,926	+11%	+$113K	0.68%	24
2019 Q1	$1.02M	Buy	17,092 +1,542	+10%	+$91.6K	0.62%	28
2018 Q4	$809K	Buy	+15,550	New	+$809K	0.6%	37