EverSource Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
5,835
+3,371
| +137% | +$628K | 0.05% | 255 |
|
|
2025
Q1 | $433K | Buy |
2,464
+619
| +34% | +$109K | 0.02% | 417 |
|
|
2024
Q4 | $356K | Sell |
1,845
-204
| -10% | -$39.3K | 0.02% | 458 |
|
|
2024
Q3 | $379K | Buy |
2,049
+10
| +0.5% | +$1.85K | 0.02% | 388 |
|
|
2024
Q2 | $369K | Buy |
2,039
+55
| +3% | +$9.96K | 0.02% | 381 |
|
|
2024
Q1 | $304K | Buy |
1,984
+1,103
| +125% | +$169K | 0.02% | 372 |
|
|
2023
Q4 | $136K | Sell |
881
-88
| -9% | -$13.6K | 0.01% | 542 |
|
|
2023
Q3 | $119K | Buy |
969
+14
| +1% | +$1.72K | 0.01% | 511 |
|
|
2023
Q2 | $120K | Buy |
955
+439
| +85% | +$55.3K | 0.01% | 521 |
|
|
2023
Q1 | $65.6K | Sell |
516
-230
| -31% | -$29.2K | 0.01% | 684 |
|
|
2022
Q4 | $118K | Sell |
746
-78
| -9% | -$12.3K | 0.02% | 459 |
|
|
2022
Q3 | $122K | Sell |
824
-43
| -5% | -$6.37K | 0.03% | 380 |
|
|
2022
Q2 | $138K | Sell |
867
-337
| -28% | -$53.6K | 0.04% | 311 |
|
|
2022
Q1 | $221K | Buy |
1,204
+91
| +8% | +$16.7K | 0.06% | 245 |
|
|
2021
Q4 | $223K | Buy |
+1,113
| New | +$223K | 0.06% | 213 |
|