Prestige Wealth Management Group’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	$12.2K	Buy	577 +8	+1%	+$171	﹤0.01%	397
2025 Q4	$11.2K	Hold	569	–	–	﹤0.01%	422
2025 Q3	$11K	Hold	569	–	–	﹤0.01%	433
2025 Q2	$9.97K	Hold	569	–	–	﹤0.01%	441
2025 Q1	$9.77K	Hold	569	–	–	﹤0.01%	445
2024 Q4	$10.7K	Hold	569	–	–	﹤0.01%	451
2024 Q3	$10.6K	Hold	569	–	–	﹤0.01%	439
2024 Q2	$8.17K	Buy	569 +543	+2,088%	+$7.89K	﹤0.01%	444
2024 Q1	$379	Hold	26	–	–	﹤0.01%	977
2023 Q4	$469	Buy	+26	New	+$408	﹤0.01%	957
2023 Q2	–	Sell	-29	Closed	-$557	–	1083
2023 Q1	$557	Buy	+29	New	+$642	﹤0.01%	965
2021 Q1	–	Sell	-310	Closed	-$6K	–	1017
2020 Q4	$6K	Buy	+310	New	+$4.72K	﹤0.01%	549
2019 Q1	–	Sell	-30	Closed	-$1K	–	956
2018 Q4	$1K	Buy	+30	New	+$726	﹤0.01%	1096