AWA
Amplius Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
1,344
-15
| -1% | -$2.8K | 0.02% | 179 |
|
|
2025
Q1 | $239K | Buy |
1,359
+34
| +3% | +$5.98K | 0.02% | 164 |
|
|
2024
Q4 | $256K | Buy |
1,325
+120
| +10% | +$23.1K | 0.03% | 151 |
|
|
2024
Q3 | $223K | Buy |
+1,205
| New | +$223K | 0.02% | 163 |
|
|
2024
Q2 | – | Sell |
-1,327
| Closed | -$214K | – | 179 |
|
|
2024
Q1 | $214K | Sell |
1,327
-26
| -2% | -$4.2K | 0.02% | 166 |
|
|
2023
Q4 | $210K | Buy |
+1,353
| New | +$210K | 0.03% | 161 |
|
|
2022
Q2 | – | Sell |
-1,506
| Closed | -$277K | – | 192 |
|
|
2022
Q1 | $277K | Buy |
1,506
+10
| +0.7% | +$1.84K | 0.04% | 136 |
|
|
2021
Q4 | $299K | Buy |
+1,496
| New | +$299K | 0.04% | 154 |
|