BOPW
Brandywine Oak Private Wealth’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
6,877
-6
| -0.1% | -$1.12K | 0.12% | 89 |
|
|
2025
Q1 | $1.21M | Hold |
6,883
| – | – | 0.12% | 90 |
|
|
2024
Q4 | $1.33M | Buy |
6,883
+6
| +0.1% | +$1.16K | 0.13% | 83 |
|
|
2024
Q3 | $1.27M | Hold |
6,877
| – | – | 0.12% | 90 |
|
|
2024
Q2 | $1.07M | Sell |
6,877
-360
| -5% | -$56K | 0.11% | 94 |
|
|
2024
Q1 | $1.17M | Hold |
7,237
| – | – | 0.12% | 88 |
|
|
2023
Q4 | $1.12M | Hold |
7,237
| – | – | 0.12% | 85 |
|
|
2023
Q3 | $888K | Sell |
7,237
-9
| -0.1% | -$1.11K | 0.1% | 96 |
|
|
2023
Q2 | $913K | Hold |
7,246
| – | – | 0.1% | 103 |
|
|
2023
Q1 | $921K | Hold |
7,246
| – | – | 0.11% | 97 |
|
|
2022
Q4 | $1.14M | Sell |
7,246
-67
| -0.9% | -$10.6K | 0.14% | 88 |
|
|
2022
Q3 | $1.09M | Sell |
7,313
-462
| -6% | -$69K | 0.15% | 88 |
|
|
2022
Q2 | $1.23M | Hold |
7,775
| – | – | 0.16% | 90 |
|
|
2022
Q1 | $1.43M | Hold |
7,775
| – | – | 0.16% | 94 |
|
|
2021
Q4 | $1.56M | Hold |
7,775
| – | – | 0.17% | 92 |
|
|
2021
Q3 | $1.52M | Sell |
7,775
-555
| -7% | -$109K | 0.18% | 88 |
|
|
2021
Q2 | $1.59M | Buy |
8,330
+463
| +6% | +$88.3K | 0.19% | 84 |
|
|
2021
Q1 | $1.38M | Sell |
7,867
-1,187
| -13% | -$208K | 0.2% | 75 |
|
|
2020
Q4 | $1.35M | Sell |
9,054
-35
| -0.4% | -$5.22K | 0.21% | 73 |
|
|
2020
Q3 | $998K | Sell |
9,089
-236
| -3% | -$25.9K | 0.17% | 84 |
|
|
2020
Q2 | $981K | Sell |
9,325
-53
| -0.6% | -$5.58K | 0.17% | 85 |
|
|
2020
Q1 | $897K | Sell |
9,378
-81
| -0.9% | -$7.75K | 0.19% | 80 |
|
|
2019
Q4 | $1.51M | Sell |
9,459
-212
| -2% | -$33.8K | 0.27% | 57 |
|
|
2019
Q3 | $1.36M | Buy |
9,671
+7,283
| +305% | +$1.02M | 0.26% | 60 |
|
|
2019
Q2 | $327K | Buy |
2,388
+13
| +0.5% | +$1.78K | 0.07% | 152 |
|
|
2019
Q1 | $291K | Sell |
2,375
-307
| -11% | -$37.6K | 0.06% | 165 |
|
|
2018
Q4 | $307K | Buy |
+2,682
| New | +$307K | 0.07% | 144 |
|