MSWM
Mowery & Schoenfeld 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 | $53.4K | Hold |
286
| – | – | 0.08% | 112 |
|
|
2025
Q1 | $50.3K | Buy |
286
+1
| +0.4% | +$176 | 0.1% | 131 |
|
|
2024
Q4 | $55K | Buy |
285
+171
| +150% | +$33K | 0.11% | 107 |
|
|
2024
Q3 | $21.1K | Hold |
114
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $17.7K | Buy |
+114
| New | +$17.7K | 0.03% | 148 |
|