Phillips Wealth Planners’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 | $1.31M | Buy |
6,641
+426
| +7% | +$84.3K | 1.19% | 16 |
|
|
2025
Q1 | $945K | Sell |
6,215
-763
| -11% | -$116K | 1% | 27 |
|
|
2024
Q4 | $1.32M | Sell |
6,978
-219
| -3% | -$41.4K | 1.32% | 14 |
|
|
2024
Q3 | $1.37M | Buy |
7,197
+158
| +2% | +$30K | 1.31% | 13 |
|
|
2024
Q2 | $1.16M | Sell |
7,039
-81
| -1% | -$13.3K | 1.22% | 17 |
|
|
2024
Q1 | $1.04M | Sell |
7,120
-8
| -0.1% | -$1.17K | 1.2% | 16 |
|
|
2023
Q4 | $1.04M | Sell |
7,128
-154
| -2% | -$22.5K | 1.26% | 18 |
|
|
2023
Q3 | $842K | Buy |
7,282
+1,273
| +21% | +$147K | 1.14% | 20 |
|
|
2023
Q2 | $757K | Buy |
6,009
+1,172
| +24% | +$148K | 0.99% | 26 |
|
|
2023
Q1 | $590K | Buy |
4,837
+206
| +4% | +$25.1K | 0.78% | 43 |
|
|
2022
Q4 | $745K | Buy |
+4,631
| New | +$745K | 1.3% | 23 |
|