AWM
Accurate Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
8,878
+210
| +2% | +$41.6K | 0.27% | 97 |
|
|
2025
Q1 | $1.32M | Buy |
8,668
+360
| +4% | +$54.7K | 0.25% | 93 |
|
|
2024
Q4 | $1.57M | Buy |
8,308
+347
| +4% | +$65.6K | 0.3% | 81 |
|
|
2024
Q3 | $1.53M | Sell |
7,961
-167
| -2% | -$32.1K | 0.31% | 83 |
|
|
2024
Q2 | $1.37M | Buy |
8,128
+161
| +2% | +$27.2K | 0.33% | 80 |
|
|
2024
Q1 | $1.21M | Buy |
7,967
+91
| +1% | +$13.9K | 0.35% | 73 |
|
|
2023
Q4 | $1.2M | Buy |
7,876
+185
| +2% | +$28.2K | 0.37% | 71 |
|
|
2023
Q3 | $916K | Buy |
7,691
+415
| +6% | +$49.4K | 0.29% | 79 |
|
|
2023
Q2 | $915K | Buy |
7,276
+355
| +5% | +$44.7K | 0.29% | 80 |
|
|
2023
Q1 | $846K | Buy |
6,921
+327
| +5% | +$40K | 0.29% | 81 |
|
|
2022
Q4 | $1.09M | Buy |
6,594
+27
| +0.4% | +$4.45K | 0.4% | 57 |
|
|
2022
Q3 | $1.83M | Buy |
6,567
+377
| +6% | +$105K | 0.76% | 35 |
|
|
2022
Q2 | $1M | Buy |
6,190
+66
| +1% | +$10.7K | 0.55% | 39 |
|
|
2022
Q1 | $1.13M | Buy |
+6,124
| New | +$1.13M | 0.51% | 45 |
|
|
2021
Q3 | – | Sell |
-5,944
| Closed | -$1.13M | – | 147 |
|
|
2021
Q2 | $1.13M | Buy |
+5,944
| New | +$1.13M | 1% | 13 |
|