Guardian Wealth Advisors (North Carolina)’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 | $404K | Sell |
2,165
-55
| -2% | -$10.3K | 0.03% | 221 |
|
|
2025
Q1 | $390K | Buy |
2,220
+2
| +0.1% | +$352 | 0.03% | 214 |
|
|
2024
Q4 | $428K | Buy |
2,218
+80
| +4% | +$15.4K | 0.03% | 205 |
|
|
2024
Q3 | $395K | Sell |
2,138
-145
| -6% | -$26.8K | 0.04% | 187 |
|
|
2024
Q2 | $355K | Sell |
2,283
-3
| -0.1% | -$466 | 0.04% | 185 |
|
|
2024
Q1 | $369K | Sell |
2,286
-664
| -23% | -$107K | 0.05% | 190 |
|
|
2023
Q4 | $457K | Buy |
2,950
+198
| +7% | +$30.7K | 0.07% | 142 |
|
|
2023
Q3 | $338K | Buy |
2,752
+30
| +1% | +$3.68K | 0.06% | 170 |
|
|
2023
Q2 | $343K | Buy |
2,722
+100
| +4% | +$12.6K | 0.06% | 159 |
|
|
2023
Q1 | $333K | Sell |
2,622
-136
| -5% | -$17.3K | 0.06% | 158 |
|
|
2022
Q4 | $436K | Hold |
2,758
| – | – | 0.08% | 123 |
|
|
2022
Q3 | $412K | Sell |
2,758
-73
| -3% | -$10.9K | 0.08% | 121 |
|
|
2022
Q2 | $447K | Buy |
2,831
+578
| +26% | +$91.3K | 0.08% | 116 |
|
|
2022
Q1 | $416K | Sell |
2,253
-702
| -24% | -$130K | 0.18% | 98 |
|
|
2021
Q4 | $593K | Buy |
+2,955
| New | +$593K | 0.25% | 67 |
|