Heritage Wealth Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $33.7M | Buy |
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|
2024
Q1 | $33.7M | Buy |
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|
2023
Q4 | $31.7M | Buy |
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|
2023
Q3 | $25M | Buy |
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|
2023
Q2 | $115K | Hold |
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|
2023
Q1 | $116K | Sell |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $195K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $37.7K | Hold |
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|
2020
Q2 | $36.1K | Sell |
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|
2020
Q1 | $42.4K | Hold |
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|
2019
Q4 | $70.7K | Hold |
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|
2019
Q3 | $62K | Sell |
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|
2019
Q2 | $136K | Hold |
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|
2019
Q1 | $122K | Hold |
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|
2018
Q4 | $116K | Hold |
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|
2018
Q3 | $135K | Buy |
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