Capital & Planning LLC’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
$298K Hold
1,600
0.2% 36
2025
Q1
$281K Hold
1,600
0.21% 31
2024
Q4
$309K Buy
+1,600
New +$309K 0.23% 30