LWAM
Legacy Wealth Asset Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
4,205
+15
| +0.4% | +$2.8K | 0.2% | 135 |
|
|
2025
Q1 | $736K | Sell |
4,190
-68
| -2% | -$12K | 0.2% | 146 |
|
|
2024
Q4 | $821K | Sell |
4,258
-158
| -4% | -$30.5K | 0.22% | 122 |
|
|
2024
Q3 | $816K | Sell |
4,416
-44
| -1% | -$8.13K | 0.22% | 126 |
|
|
2024
Q2 | $693K | Sell |
4,460
-9
| -0.2% | -$1.4K | 0.2% | 143 |
|
|
2024
Q1 | $722K | Buy |
4,469
+11
| +0.2% | +$1.78K | 0.2% | 148 |
|
|
2023
Q4 | $690K | Sell |
4,458
-74
| -2% | -$11.5K | 0.23% | 144 |
|
|
2023
Q3 | $556K | Buy |
4,532
+24
| +0.5% | +$2.95K | 0.2% | 167 |
|
|
2023
Q2 | $568K | Sell |
4,508
-9
| -0.2% | -$1.13K | 0.2% | 178 |
|
|
2023
Q1 | $574K | Buy |
4,517
+19
| +0.4% | +$2.42K | 0.21% | 167 |
|
|
2022
Q4 | $710K | Buy |
4,498
+46
| +1% | +$7.27K | 0.27% | 129 |
|
|
2022
Q3 | $665K | Sell |
4,452
-1,010
| -18% | -$151K | 0.29% | 118 |
|
|
2022
Q2 | $862K | Buy |
5,462
+87
| +2% | +$13.7K | 0.35% | 107 |
|
|
2022
Q1 | $991K | Sell |
5,375
-72
| -1% | -$13.3K | 0.35% | 101 |
|
|
2021
Q4 | $1.09M | Sell |
5,447
-66
| -1% | -$13.2K | 0.37% | 77 |
|
|
2021
Q3 | $1.08M | Sell |
5,513
-15
| -0.3% | -$2.94K | 0.49% | 53 |
|
|
2021
Q2 | $1.06M | Sell |
5,528
-131
| -2% | -$25K | 0.47% | 62 |
|
|
2021
Q1 | $993K | Buy |
5,659
+49
| +0.9% | +$8.6K | 0.46% | 55 |
|
|
2020
Q4 | $836K | Buy |
+5,610
| New | +$836K | 0.42% | 72 |
|