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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97K | Hold |
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|
2025
Q1 | $9.77K | Hold |
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|
2024
Q4 | $10.7K | Hold |
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|
2024
Q3 | $10.6K | Hold |
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|
2024
Q2 | $8.17K | Buy |
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|
2024
Q1 | $379 | Hold |
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|
2023
Q4 | $469 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $557 | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
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