MWA
MFA Wealth Advisors’s PNC Financial Services PNC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,160
| Closed | -$204K | – | 94 |
|
2025
Q1 | $204K | Buy |
1,160
+78
| +7% | +$13.7K | 0.05% | 88 |
|
2024
Q4 | $209K | Hold |
1,082
| – | – | 0.05% | 75 |
|
2024
Q3 | $200K | Buy |
1,082
+55
| +5% | +$10.2K | 0.04% | 93 |
|
2024
Q2 | $160K | Buy |
+1,027
| New | +$160K | 0.03% | 110 |
|
2023
Q1 | – | Sell |
-1,455
| Closed | -$230K | – | 76 |
|
2022
Q4 | $230K | Sell |
1,455
-50
| -3% | -$7.9K | 0.08% | 57 |
|
2022
Q3 | $225K | Sell |
1,505
-109
| -7% | -$16.3K | 0.08% | 52 |
|
2022
Q2 | $255K | Sell |
1,614
-19,179
| -92% | -$3.03M | 0.09% | 54 |
|
2022
Q1 | $3.83M | Sell |
20,793
-1,098
| -5% | -$202K | 1.22% | 26 |
|
2021
Q4 | $4.39M | Buy |
21,891
+7
| +0% | +$1.4K | 1.86% | 21 |
|
2021
Q3 | $4.28M | Sell |
21,884
-17
| -0.1% | -$3.32K | 1.96% | 21 |
|
2021
Q2 | $4.18M | Sell |
21,901
-1,606
| -7% | -$306K | 1.89% | 20 |
|
2021
Q1 | $4.14M | Buy |
23,507
+3,650
| +18% | +$643K | 2.01% | 21 |
|
2020
Q4 | $2.96M | Buy |
19,857
+265
| +1% | +$39.5K | 2.63% | 14 |
|
2020
Q3 | $2.15M | Buy |
19,592
+478
| +3% | +$52.5K | 2.29% | 14 |
|
2020
Q2 | $2.01M | Sell |
19,114
-3,741
| -16% | -$394K | 1.3% | 24 |
|
2020
Q1 | $2.17M | Buy |
+22,855
| New | +$2.17M | 2.1% | 16 |
|