Heritage Oak Wealth 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
2024 Q4	–	Sell	-1,730	Closed	-$320K	–	151
2024 Q3	$320K	Buy	+1,730	New	+$320K	0.15%	104