AEPWM
Atlantic Edge Private 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 | $158K | Buy |
850
+205
| +32% | +$38.2K | 0.04% | 140 |
|
|
2025
Q1 | $113K | Buy |
645
+55
| +9% | +$9.67K | 0.03% | 153 |
|
|
2024
Q4 | $114K | Sell |
590
-25
| -4% | -$4.82K | 0.04% | 157 |
|
|
2024
Q3 | $114K | Hold |
615
| – | – | 0.03% | 158 |
|
|
2024
Q2 | $95.6K | Buy |
615
+40
| +7% | +$6.22K | 0.03% | 161 |
|
|
2024
Q1 | $92.9K | Hold |
575
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $89K | Buy |
+575
| New | +$89K | 0.04% | 154 |
|