Connecticut Wealth Management’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 | $270K | Sell |
1,447
-35
| -2% | -$6.53K | 0.01% | 270 |
|
|
2025
Q1 | $260K | Sell |
1,482
-158
| -10% | -$27.8K | 0.01% | 267 |
|
|
2024
Q4 | $316K | Buy |
1,640
+21
| +1% | +$4.05K | 0.02% | 225 |
|
|
2024
Q3 | $299K | Sell |
1,619
-45
| -3% | -$8.32K | 0.01% | 265 |
|
|
2024
Q2 | $259K | Sell |
1,664
-315
| -16% | -$49K | 0.01% | 283 |
|
|
2024
Q1 | $320K | Sell |
1,979
-1,393
| -41% | -$225K | 0.02% | 259 |
|
|
2023
Q4 | $522K | Buy |
3,372
+84
| +3% | +$13K | 0.03% | 206 |
|
|
2023
Q3 | $404K | Buy |
+3,288
| New | +$404K | 0.03% | 192 |
|