Laidlaw Wealth Management’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,815
| Closed | -$231K | – | 370 |
|
|
2023
Q1 | $231K | Buy |
1,815
+52
| +3% | +$6.61K | 0.05% | 309 |
|
|
2022
Q4 | $278K | Sell |
1,763
-10
| -0.6% | -$1.58K | 0.06% | 274 |
|
|
2022
Q3 | $265K | Buy |
1,773
+8
| +0.5% | +$1.2K | 0.06% | 260 |
|
|
2022
Q2 | $278K | Buy |
1,765
+192
| +12% | +$30.2K | 0.06% | 283 |
|
|
2022
Q1 | $290K | Buy |
1,573
+3
| +0.2% | +$553 | 0.05% | 308 |
|
|
2021
Q4 | $315K | Buy |
+1,570
| New | +$315K | 0.05% | 297 |
|