Kingswood Wealth Advisors’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 | $409K | Sell |
2,196
-606
| -22% | -$113K | 0.03% | 472 |
|
|
2025
Q1 | $493K | Buy |
2,802
+120
| +4% | +$21.1K | 0.05% | 401 |
|
|
2024
Q4 | $517K | Sell |
2,682
-1,141
| -30% | -$220K | 0.04% | 428 |
|
|
2024
Q3 | $707K | Buy |
3,823
+487
| +15% | +$90K | 0.05% | 370 |
|
|
2024
Q2 | $519K | Buy |
3,336
+870
| +35% | +$135K | 0.05% | 379 |
|
|
2024
Q1 | $399K | Sell |
2,466
-473
| -16% | -$76.4K | 0.05% | 401 |
|
|
2023
Q4 | $455K | Sell |
2,939
-1,008
| -26% | -$156K | 0.05% | 370 |
|
|
2023
Q3 | $485K | Buy |
+3,947
| New | +$485K | 0.08% | 249 |
|