Ipsen Advisor Group’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
$699K Buy
3,750
+193
+5% +$36K 0.53% 47
2025
Q1
$625K Buy
3,557
+95
+3% +$16.7K 0.54% 46
2024
Q4
$668K Buy
+3,462
New +$668K 0.57% 41
2022
Q4
$370K Buy
+2,340
New +$370K 0.43% 63