Heritage Wealth Management (Ohio)’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	$1.39M	Buy	7,438 +26	+0.4%	+$4.85K	0.45%	60
2025 Q1	$1.3M	Buy	7,412 +8	+0.1%	+$1.41K	0.44%	57
2024 Q4	$1.43M	Sell	7,404 -4	-0.1%	-$771	0.47%	52
2024 Q3	$1.37M	Sell	7,408 -41	-0.6%	-$7.58K	0.45%	57
2024 Q2	$1.17M	Buy	+7,449	New	+$1.17M	0.39%	67