Private Wealth Management Group, LLC GE HEALTHCARE TECHNOLOGIES I Transaction History

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Number of Shares
145
Previous 83 74.7%
Holding current value
$10.7 Million
Previous $6.7 Million 60.34%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
BUY
N/A
62 Added 74.7%
145 $10.7 Million
Q1 2024

Apr 30, 2024
SELL
N/A
-20 Reduced 19.42%
83 $7.55 Million
Q4 2023

Feb 08, 2024
BUY
N/A
103 New
103 $7.96 Million
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email