APP
Avantax Planning Partners’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
2,903
-3
| -0.1% | -$559 | 0.02% | 258 |
|
|
2025
Q1 | $511K | Buy |
2,906
+96
| +3% | +$16.9K | 0.02% | 257 |
|
|
2024
Q4 | $542K | Buy |
2,810
+11
| +0.4% | +$2.12K | 0.02% | 247 |
|
|
2024
Q3 | $517K | Sell |
2,799
-137
| -5% | -$25.3K | 0.02% | 252 |
|
|
2024
Q2 | $457K | Buy |
2,936
+9
| +0.3% | +$1.4K | 0.01% | 299 |
|
|
2024
Q1 | $473K | Buy |
+2,927
| New | +$473K | 0.02% | 298 |
|
|
2021
Q2 | – | Sell |
-1,253
| Closed | -$220K | – | 340 |
|
|
2021
Q1 | $220K | Buy |
+1,253
| New | +$220K | 0.01% | 282 |
|
|
2020
Q1 | – | Sell |
-1,263
| Closed | -$202K | – | 302 |
|
|
2019
Q4 | $202K | Buy |
+1,263
| New | +$202K | 0.01% | 295 |
|
|
2018
Q4 | – | Sell |
-1,315
| Closed | -$179K | – | 958 |
|
|
2018
Q3 | $179K | Buy |
+1,315
| New | +$179K | 0.01% | 254 |
|
|
2018
Q2 | – | Sell |
-803
| Closed | -$121K | – | 1139 |
|
|
2018
Q1 | $121K | Buy |
+803
| New | +$121K | 0.01% | 377 |
|
|
2017
Q4 | – | Sell |
-2,341
| Closed | -$316K | – | 342 |
|
|
2017
Q3 | $316K | Sell |
2,341
-321
| -12% | -$43.3K | 0.02% | 263 |
|
|
2017
Q2 | $332K | Sell |
2,662
-438
| -14% | -$54.6K | 0.03% | 238 |
|
|
2017
Q1 | $373K | Buy |
3,100
+188
| +6% | +$22.6K | 0.03% | 216 |
|
|
2016
Q4 | $341K | Buy |
+2,912
| New | +$341K | 0.04% | 210 |
|