Compass Wealth Management’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.12M Hold
2025
Q1
$1.06M Sell
2024
Q4
$1.3M Hold
2024
Q3
$1.25M Sell
2024
Q2
$1.09M Hold
2024
Q1
$1.13M Sell
2023
Q4
$1.1M Sell
2023
Q3
$878K Sell
2023
Q2
$951K Sell
2023
Q1
$1.07M Buy
2022
Q4
$1.32M Buy