Congress 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 Q2	$34.6M	Buy	185,495 +77,809	+72%	+$13.2M	0.34%	65
2025 Q1	$18.9M	Buy	107,686 +2,998	+3%	+$566K	0.23%	118
2024 Q4	$20.2M	Sell	104,688 -69,740	-40%	-$13.7M	0.28%	95
2024 Q3	$32.2M	Buy	174,428 +85,348	+96%	+$15M	0.43%	56
2024 Q2	$13.9M	Buy	89,080 +80,482	+936%	+$12.5M	0.22%	133
2024 Q1	$1.39M	Buy	8,598 +1,830	+27%	+$276K	0.02%	350
2023 Q4	$1.05M	Buy	6,768 +3,973	+142%	+$514K	0.02%	386
2023 Q3	$343K	Buy	2,795 +945	+51%	+$119K	0.01%	506
2023 Q2	$233K	Sell	1,850 -55	-3%	-$6.72K	0.01%	516
2023 Q1	$242K	Sell	1,905 -328	-15%	-$49.5K	0.01%	512
2022 Q4	$353K	Buy	2,233 +77	+4%	+$12.1K	0.01%	456
2022 Q3	$322K	Sell	2,156 -321	-13%	-$52K	0.01%	463
2022 Q2	$390K	Sell	2,477 -237	-9%	-$39.7K	0.01%	438
2022 Q1	$500K	Buy	2,714 +378	+16%	+$76.4K	0.01%	445
2021 Q4	$468K	Buy	+2,336	New	+$475K	0.01%	475