Legacy Capital Wealth Partners’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
$719K Buy
3,858
+102
+3% +$19K 0.16% 125
2025
Q1
$660K Sell
3,756
-131
-3% -$23K 0.16% 137
2024
Q4
$750K Sell
3,887
-102
-3% -$19.7K 0.19% 109
2024
Q3
$737K Sell
3,989
-472
-11% -$87.2K 0.15% 133
2024
Q2
$694K Sell
4,461
-11,816
-73% -$1.84M 0.18% 116
2024
Q1
$2.01M Buy
16,277
+11,695
+255% +$1.44M 1.43% 25
2023
Q4
$710K Buy
4,582
+662
+17% +$103K 0.2% 104
2023
Q3
$481K Buy
+3,920
New +$481K 0.13% 149
2023
Q2
Sell
-3,327
Closed -$423K 180
2023
Q1
$423K Buy
+3,327
New +$423K 0.12% 153