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Waldron Private Wealth’s Provident Financial Services PFS Stock Holding History

Waldron Private Wealth’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,623
Closed -$398K – 335
2025
Q3 		$398K Hold
20,623
– – 0.02% 226
2025
Q2 		$362K Hold
20,623
– – 0.02% 227
2025
Q1 		$354K Hold
20,623
– – 0.02% 223
2024
Q4 		$389K Hold
20,623
– – 0.02% 291
2024
Q3 		$383K Hold
20,623
– – 0.02% 290
2024
Q2 		$296K Buy
+20,623
New +$300K 0.01% 317

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