Private Wealth Management Group, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025
Number of Shares
35,492
Previous 34,608 2.55%
Holding current value
$378 Million
Previous $362 Million 4.42%
% of portfolio
0.1%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
N/A
884 Added 2.55%
35,492 $378 Million
Q2 2025

Jul 29, 2025
SELL
N/A
-878 Reduced 2.47%
34,608 $362 Million
Q1 2025

May 02, 2025
SELL
N/A
-327 Reduced 0.91%
35,486 $360 Million
Q4 2024

Jan 27, 2025
BUY
N/A
1,105 Added 3.18%
35,813 $362 Million
Q3 2024

Oct 29, 2024
BUY
N/A
2,822 Added 8.85%
34,708 $386 Million
Q2 2024

Aug 13, 2024
BUY
N/A
6,835 Added 27.28%
31,886 $308 Million
Q1 2024

Apr 30, 2024
BUY
N/A
4,894 Added 24.28%
25,051 $246 Million
Q4 2023

Feb 08, 2024
BUY
N/A
20,157 New
20,157 $201 Million
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