HWA
Heritage 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 | $360K | Buy |
1,933
+29
| +2% | +$5.41K | 0.02% | 158 |
|
|
2025
Q1 | $335K | Sell |
1,904
-31
| -2% | -$5.45K | 0.02% | 156 |
|
|
2024
Q4 | $373K | Buy |
1,935
+4
| +0.2% | +$772 | 0.02% | 154 |
|
|
2024
Q3 | $357K | Sell |
1,931
-214,872
| -99% | -$39.7M | 0.02% | 164 |
|
|
2024
Q2 | $33.7M | Buy |
216,803
+8,073
| +4% | +$1.26M | 1.52% | 24 |
|
|
2024
Q1 | $33.7M | Buy |
208,730
+4,148
| +2% | +$670K | 1.54% | 25 |
|
|
2023
Q4 | $31.7M | Buy |
204,582
+733
| +0.4% | +$114K | 1.58% | 25 |
|
|
2023
Q3 | $25M | Buy |
203,849
+202,939
| +22,301% | +$24.9M | 1.36% | 27 |
|
|
2023
Q2 | $115K | Hold |
910
| – | – | 0.01% | 246 |
|
|
2023
Q1 | $116K | Sell |
910
-395
| -30% | -$50.2K | 0.01% | 246 |
|
|
2022
Q4 | $206K | Hold |
1,305
| – | – | 0.01% | 204 |
|
|
2022
Q3 | $195K | Sell |
1,305
-473
| -27% | -$70.7K | 0.01% | 197 |
|
|
2022
Q2 | $281K | Buy |
1,778
+510
| +40% | +$80.6K | 0.02% | 165 |
|
|
2022
Q1 | $234K | Hold |
1,268
| – | – | 0.01% | 186 |
|
|
2021
Q4 | $254K | Hold |
1,268
| – | – | 0.01% | 182 |
|
|
2021
Q3 | $248K | Hold |
1,268
| – | – | 0.02% | 179 |
|
|
2021
Q2 | $242K | Sell |
1,268
-825
| -39% | -$157K | 0.01% | 187 |
|
|
2021
Q1 | $367K | Buy |
2,093
+400
| +24% | +$70.2K | 0.02% | 158 |
|
|
2020
Q4 | $252K | Buy |
1,693
+1,350
| +394% | +$201K | 0.02% | 180 |
|
|
2020
Q3 | $37.7K | Hold |
343
| – | – | ﹤0.01% | 293 |
|
|
2020
Q2 | $36.1K | Sell |
343
-100
| -23% | -$10.5K | 0.01% | 278 |
|
|
2020
Q1 | $42.4K | Hold |
443
| – | – | 0.01% | 260 |
|
|
2019
Q4 | $70.7K | Hold |
443
| – | – | 0.01% | 273 |
|
|
2019
Q3 | $62K | Sell |
443
-551
| -55% | -$77.1K | 0.01% | 254 |
|
|
2019
Q2 | $136K | Hold |
994
| – | – | 0.02% | 175 |
|
|
2019
Q1 | $122K | Hold |
994
| – | – | 0.02% | 162 |
|
|
2018
Q4 | $116K | Hold |
994
| – | – | 0.02% | 154 |
|
|
2018
Q3 | $135K | Buy |
+994
| New | +$135K | 0.03% | 143 |
|