Private Wealth Management Group’s LendingTree TREE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.73K	Hold
2025 Q2	$3.86K	Hold
2025 Q1	$5.23K	Hold
2024 Q4	$4.03K	Hold
2024 Q3	$6.04K	Hold
2024 Q2	$4.33K	Hold
2024 Q1	$4.4K	Hold
2023 Q4	$3.15K	Buy