CWP
Cyndeo Wealth Partners’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
1,604
-92
| -5% | -$17.1K | 0.02% | 384 |
|
|
2025
Q1 | $298K | Buy |
1,696
+24
| +1% | +$4.22K | 0.02% | 366 |
|
|
2024
Q4 | $322K | Buy |
1,672
+94
| +6% | +$18.1K | 0.02% | 357 |
|
|
2024
Q3 | $292K | Buy |
1,578
+125
| +9% | +$23.1K | 0.02% | 370 |
|
|
2024
Q2 | $226K | Buy |
1,453
+128
| +10% | +$19.9K | 0.02% | 369 |
|
|
2024
Q1 | $214K | Buy |
1,325
+20
| +2% | +$3.23K | 0.02% | 366 |
|
|
2023
Q4 | $202K | Buy |
+1,305
| New | +$202K | 0.02% | 358 |
|