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
2025
Q1
$18.9M Buy
2024
Q4
$20.2M Sell
2024
Q3
$32.2M Buy
2024
Q2
$13.9M Buy
2024
Q1
$1.39M Buy
2023
Q4
$1.05M Buy
2023
Q3
$343K Buy
2023
Q2
$233K Sell
2023
Q1
$242K Sell
2022
Q4
$353K Buy
2022
Q3
$322K Sell
2022
Q2
$390K Sell
2022
Q1
$500K Buy
2021
Q4
$468K Buy