WMA
Wealth Management Associates’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
25,685
-591
| -2% | -$49.8K | 0.84% | 29 |
|
|
2025
Q1 | $2.16M | Sell |
26,276
-301
| -1% | -$24.8K | 0.93% | 25 |
|
|
2024
Q4 | $2.25M | Buy |
26,577
+85
| +0.3% | +$7.18K | 0.96% | 26 |
|
|
2024
Q3 | $2.36M | Buy |
26,492
+457
| +2% | +$40.8K | 1.04% | 21 |
|
|
2024
Q2 | $1.92M | Hold |
26,035
| – | – | 0.9% | 24 |
|
|
2024
Q1 | $1.92M | Sell |
26,035
-2,509
| -9% | -$185K | 0.9% | 24 |
|
|
2023
Q4 | $1.75M | Sell |
28,544
-29
| -0.1% | -$1.77K | 0.92% | 23 |
|
|
2023
Q3 | $1.63M | Sell |
28,573
-1,043
| -4% | -$59.4K | 0.95% | 24 |
|
|
2023
Q2 | $1.85M | Sell |
29,616
-38
| -0.1% | -$2.38K | 1.05% | 21 |
|
|
2023
Q1 | $1.85M | Sell |
29,654
-177
| -0.6% | -$11.1K | 1.14% | 20 |
|
|
2022
Q4 | $1.83M | Buy |
29,831
+182
| +0.6% | +$11.2K | 1.22% | 19 |
|
|
2022
Q3 | $1.67M | Sell |
29,649
-9
| -0% | -$506 | 1.17% | 18 |
|
|
2022
Q2 | $1.88M | Sell |
29,658
-671
| -2% | -$42.5K | 1.28% | 17 |
|
|
2022
Q1 | $2.12M | Buy |
30,329
+87
| +0.3% | +$6.09K | 1.2% | 17 |
|
|
2021
Q4 | $2.02M | Buy |
30,242
+4,495
| +17% | +$300K | 1.09% | 17 |
|
|
2021
Q3 | $1.57M | Sell |
25,747
-5,236
| -17% | -$319K | 0.92% | 23 |
|
|
2021
Q2 | $1.85M | Buy |
30,983
+2,102
| +7% | +$126K | 1.05% | 17 |
|
|
2021
Q1 | $1.74M | Buy |
28,881
+87
| +0.3% | +$5.24K | 1.1% | 16 |
|
|
2020
Q4 | $1.68M | Sell |
28,794
-477
| -2% | -$27.8K | 1.1% | 20 |
|
|
2020
Q3 | $1.61M | Buy |
29,271
+1,589
| +6% | +$87.3K | 1.24% | 18 |
|
|
2020
Q2 | $1.36M | Buy |
27,682
+397
| +1% | +$19.5K | 1.15% | 19 |
|
|
2020
Q1 | $1.23M | Buy |
27,285
+765
| +3% | +$34.4K | 1.24% | 18 |
|
|
2019
Q4 | $1.57M | Buy |
26,520
+1,888
| +8% | +$111K | 1.12% | 21 |
|
|
2019
Q3 | $1.53M | Buy |
24,632
+716
| +3% | +$44.4K | 1.23% | 21 |
|
|
2019
Q2 | $1.41M | Buy |
23,916
+275
| +1% | +$16.2K | 1.4% | 22 |
|
|
2019
Q1 | $1.4M | Buy |
23,641
+76
| +0.3% | +$4.52K | 1.53% | 20 |
|
|
2018
Q4 | $1.23M | Buy |
+23,565
| New | +$1.23M | 1.65% | 20 |
|