MSWM
McGlone Suttner Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
2,769
+166
| +6% | +$30.9K | 0.08% | 114 |
|
|
2025
Q1 | $457K | Buy |
2,603
+262
| +11% | +$46K | 0.08% | 123 |
|
|
2024
Q4 | $452K | Buy |
2,341
+116
| +5% | +$22.4K | 0.08% | 111 |
|
|
2024
Q3 | $411K | Buy |
2,225
+318
| +17% | +$58.8K | 0.09% | 115 |
|
|
2024
Q2 | $295K | Sell |
1,907
-173
| -8% | -$26.8K | 0.06% | 120 |
|
|
2024
Q1 | $336K | Buy |
2,080
+173
| +9% | +$28K | 0.06% | 123 |
|
|
2023
Q4 | $295K | Buy |
+1,907
| New | +$295K | 0.06% | 120 |
|