HAFS
Hapanowicz & Associates Financial Services’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
2,976
-419
| -12% | -$78.1K | 0.28% | 16 |
|
|
2025
Q1 | $597K | Buy |
3,395
+442
| +15% | +$77.7K | 0.33% | 14 |
|
|
2024
Q4 | $569K | Hold |
2,953
| – | – | 0.29% | 18 |
|
|
2024
Q3 | $546K | Sell |
2,953
-3,033
| -51% | -$561K | 0.27% | 18 |
|
|
2024
Q2 | $931K | Hold |
5,986
| – | – | 0.53% | 11 |
|
|
2024
Q1 | $967K | Buy |
5,986
+27
| +0.5% | +$4.36K | 0.55% | 12 |
|
|
2023
Q4 | $923K | Buy |
5,959
+1,689
| +40% | +$262K | 0.57% | 12 |
|
|
2023
Q3 | $524K | Buy |
4,270
+597
| +16% | +$73.3K | 0.37% | 16 |
|
|
2023
Q2 | $463K | Hold |
3,673
| – | – | 0.31% | 18 |
|
|
2023
Q1 | $467K | Buy |
3,673
+640
| +21% | +$81.3K | 0.32% | 15 |
|
|
2022
Q4 | $479K | Hold |
3,033
| – | – | 0.35% | 15 |
|
|
2022
Q3 | $453K | Hold |
3,033
| – | – | 0.42% | 13 |
|
|
2022
Q2 | $479K | Hold |
3,033
| – | – | 0.37% | 15 |
|
|
2022
Q1 | $559K | Sell |
3,033
-100
| -3% | -$18.4K | 0.26% | 14 |
|
|
2021
Q4 | $628K | Sell |
3,133
-225
| -7% | -$45.1K | 0.28% | 13 |
|
|
2021
Q3 | $657K | Hold |
3,358
| – | – | 0.28% | 14 |
|
|
2021
Q2 | $641K | Hold |
3,358
| – | – | 0.28% | 13 |
|
|
2021
Q1 | $589K | Sell |
3,358
-1,823
| -35% | -$320K | 0.28% | 13 |
|
|
2020
Q4 | $772K | Sell |
5,181
-125
| -2% | -$18.6K | 0.4% | 13 |
|
|
2020
Q3 | $584K | Buy |
+5,306
| New | +$584K | 0.34% | 12 |
|