Foundations Investment Advisors’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 | $474K | Buy |
2,543
+630
| +33% | +$117K | 0.01% | 596 |
|
2025
Q1 | $336K | Buy |
1,913
+171
| +10% | +$30.1K | 0.01% | 680 |
|
2024
Q4 | $336K | Buy |
1,742
+198
| +13% | +$38.2K | 0.01% | 635 |
|
2024
Q3 | $285K | Buy |
1,544
+86
| +6% | +$15.9K | 0.01% | 647 |
|
2024
Q2 | $227K | Buy |
1,458
+39
| +3% | +$6.07K | 0.01% | 690 |
|
2024
Q1 | $229K | Buy |
+1,419
| New | +$229K | 0.01% | 643 |
|
2023
Q3 | – | Sell |
-1,692
| Closed | -$213K | – | 672 |
|
2023
Q2 | $213K | Buy |
+1,692
| New | +$213K | 0.01% | 538 |
|