Axxcess 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
$1.34M Buy
7,201
+819
+13% +$153K 0.03% 357
2025
Q1
$1.12M Sell
6,382
-14,120
-69% -$2.48M 0.03% 364
2024
Q4
$3.95M Buy
20,502
+1,261
+7% +$243K 0.09% 159
2024
Q3
$3.56M Buy
19,241
+1,381
+8% +$255K 0.09% 176
2024
Q2
$2.78M Sell
17,860
-900
-5% -$140K 0.07% 202
2024
Q1
$3.03M Buy
18,760
+2,904
+18% +$469K 0.08% 189
2023
Q4
$2.46M Buy
15,856
+2,862
+22% +$443K 0.07% 211
2023
Q3
$1.6M Buy
12,994
+9,144
+238% +$1.12M 0.05% 237
2023
Q2
$485K Sell
3,850
-387
-9% -$48.7K 0.04% 354
2023
Q1
$538K Buy
4,237
+202
+5% +$25.7K 0.04% 359
2022
Q4
$637K Buy
4,035
+1,807
+81% +$285K 0.05% 311
2022
Q3
$333K Buy
2,228
+97
+5% +$14.5K 0.03% 380
2022
Q2
$336K Buy
2,131
+885
+71% +$140K 0.03% 368
2022
Q1
$230K Buy
1,246
+242
+24% +$44.7K 0.02% 538
2021
Q4
$201K Buy
+1,004
New +$201K 0.01% 586