Kingswood Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Kingswood Wealth Advisors’s Portfolio PNC Stock Details PNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$550K	Buy
2025 Q2	$409K	Sell
2025 Q1	$493K	Buy
2024 Q4	$517K	Sell
2024 Q3	$707K	Buy
2024 Q2	$519K	Buy
2024 Q1	$399K	Sell
2023 Q4	$455K	Sell
2023 Q3	$485K	Buy