Williams Jones Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
3,295
-35
| -1% | -$2.95K | ﹤0.01% | 430 |
|
|
2025
Q1 | $274K | Sell |
3,330
-650
| -16% | -$53.5K | ﹤0.01% | 415 |
|
|
2024
Q4 | $336K | Sell |
3,980
-804
| -17% | -$67.9K | ﹤0.01% | 397 |
|
|
2024
Q3 | $427K | Buy |
4,784
+1
| +0% | +$89 | 0.01% | 382 |
|
|
2024
Q2 | $353K | Sell |
4,783
-386
| -7% | -$28.5K | ﹤0.01% | 393 |
|
|
2024
Q1 | $345K | Sell |
5,169
-965
| -16% | -$64.4K | ﹤0.01% | 413 |
|
|
2023
Q4 | $375K | Sell |
6,134
-270
| -4% | -$16.5K | 0.01% | 390 |
|
|
2023
Q3 | $364K | Hold |
6,404
| – | – | 0.01% | 390 |
|
|
2023
Q2 | $401K | Sell |
6,404
-20
| -0.3% | -$1.25K | 0.01% | 379 |
|
|
2023
Q1 | $401K | Sell |
6,424
-1,119
| -15% | -$69.9K | 0.01% | 403 |
|
|
2022
Q4 | $462K | Sell |
7,543
-1,308
| -15% | -$80.1K | 0.01% | 371 |
|
|
2022
Q3 | $498K | Buy |
8,851
+1,257
| +17% | +$70.7K | 0.01% | 356 |
|
|
2022
Q2 | $481K | Buy |
7,594
+76
| +1% | +$4.81K | 0.01% | 367 |
|
|
2022
Q1 | $526K | Hold |
7,518
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $502K | Buy |
7,518
+33
| +0.4% | +$2.2K | 0.01% | 333 |
|
|
2021
Q3 | $456K | Hold |
7,485
| – | – | 0.01% | 334 |
|
|
2021
Q2 | $447K | Sell |
7,485
-11
| -0.1% | -$657 | 0.01% | 336 |
|
|
2021
Q1 | $451K | Sell |
7,496
-77
| -1% | -$4.63K | 0.01% | 324 |
|
|
2020
Q4 | $442K | Buy |
7,573
+951
| +14% | +$55.5K | 0.01% | 303 |
|
|
2020
Q3 | $364K | Buy |
6,622
+1,435
| +28% | +$78.9K | 0.01% | 309 |
|
|
2020
Q2 | $255K | Hold |
5,187
| – | – | 0.01% | 340 |
|
|
2020
Q1 | $233K | Sell |
5,187
-206
| -4% | -$9.25K | 0.01% | 323 |
|
|
2019
Q4 | $318K | Hold |
5,393
| – | – | 0.01% | 351 |
|
|
2019
Q3 | $335K | Buy |
+5,393
| New | +$335K | 0.01% | 321 |
|