Private Wealth Management Group, LLC FORRESTER RESH INC Transaction History

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Number of Shares
169
Previous 54 212.96%
Holding current value
$1.67 Million
Previous $499,000 235.47%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
115 Added 212.96%
169 $1.67 Million
Q1 2025

May 02, 2025
BUY
N/A
54 New
54 $499,000
Q2 2024

Aug 13, 2024
SELL
N/A
-13 Reduced 17.57%
61 $1.04 Million
Q1 2024

Apr 30, 2024
BUY
N/A
74 New
74 $1.6 Million
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