AWM
Affinity 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 | $698K | Hold |
3,742
| – | – | 0.11% | 52 |
|
|
2025
Q1 | $658K | Hold |
3,742
| – | – | 0.12% | 51 |
|
|
2024
Q4 | $722K | Hold |
3,742
| – | – | 0.13% | 54 |
|
|
2024
Q3 | $692K | Hold |
3,742
| – | – | 0.12% | 53 |
|
|
2024
Q2 | $582K | Hold |
3,742
| – | – | 0.11% | 54 |
|
|
2024
Q1 | $605K | Hold |
3,742
| – | – | 0.11% | 54 |
|
|
2023
Q4 | $579K | Hold |
3,742
| – | – | 0.12% | 55 |
|
|
2023
Q3 | $459K | Buy |
3,742
+25
| +0.7% | +$3.07K | 0.11% | 60 |
|
|
2023
Q2 | $468K | Sell |
3,717
-81
| -2% | -$10.2K | 0.11% | 63 |
|
|
2023
Q1 | $483K | Hold |
3,798
| – | – | 0.11% | 66 |
|
|
2022
Q4 | $600K | Sell |
3,798
-13
| -0.3% | -$2.05K | 0.14% | 52 |
|
|
2022
Q3 | $569K | Hold |
3,811
| – | – | 0.14% | 54 |
|
|
2022
Q2 | $610K | Hold |
3,811
| – | – | 0.14% | 55 |
|
|
2022
Q1 | $677K | Hold |
3,811
| – | – | 0.14% | 54 |
|
|
2021
Q4 | $811K | Hold |
3,811
| – | – | 0.17% | 57 |
|
|
2021
Q3 | $752K | Buy |
+3,811
| New | +$752K | 0.15% | 63 |
|