Private Wealth Management Group’s PennyMac Financial PFSI Stock Holding History

Private Wealth Management Group’s Portfolio PFSI Stock Details PFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$992	Hold
2025 Q2	$798	Hold
2025 Q1	$801	Sell
2024 Q4	$2.55K	Buy
2024 Q3	$912	Hold
2024 Q2	$757	Hold
2024 Q1	$729	Hold
2023 Q4	$707	Buy