Burling Wealth Partners’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,347
Closed -$237K 179
2025
Q1
$237K Sell
1,347
-204
-13% -$35.9K 0.05% 155
2024
Q4
$299K Buy
+1,551
New +$299K 0.06% 142