KSWA
Kathleen S. Wright Associates’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Hold |
3,846
| – | – | 0.29% | 62 |
|
|
2025
Q1 | $624K | Hold |
3,846
| – | – | 0.26% | 68 |
|
|
2024
Q4 | $764K | Sell |
3,846
-320
| -8% | -$63.5K | 0.32% | 59 |
|
|
2024
Q3 | $760K | Hold |
4,166
| – | – | 0.31% | 58 |
|
|
2024
Q2 | $702K | Hold |
4,166
| – | – | 0.32% | 59 |
|
|
2024
Q1 | $631K | Sell |
4,166
-503
| -11% | -$76.2K | 0.3% | 62 |
|
|
2023
Q4 | $706K | Hold |
4,669
| – | – | 0.36% | 56 |
|
|
2023
Q3 | $562K | Buy |
4,669
+4,593
| +6,043% | +$553K | 0.31% | 62 |
|
|
2023
Q2 | $9.53K | Sell |
76
-34
| -31% | -$4.26K | 0.01% | 132 |
|
|
2023
Q1 | $13.9K | Sell |
110
-4,689
| -98% | -$594K | 0.01% | 124 |
|
|
2022
Q4 | $758K | Hold |
4,799
| – | – | 0.51% | 48 |
|
|
2022
Q3 | $717K | Buy |
4,799
+34
| +0.7% | +$5.08K | 0.58% | 42 |
|
|
2022
Q2 | $752K | Hold |
4,765
| – | – | 0.63% | 40 |
|
|
2022
Q1 | $879K | Hold |
4,765
| – | – | 0.64% | 39 |
|
|
2021
Q4 | $955K | Buy |
+4,765
| New | +$955K | 0.7% | 37 |
|