Regent Peak Wealth Advisors’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
Q1 | $303K | Buy |
1,723
+35
| +2% | +$6.15K | 0.07% | 118 |
|
|
2024
Q4 | $326K | Buy |
1,688
+3
| +0.2% | +$579 | 0.07% | 112 |
|
|
2024
Q3 | $311K | Buy |
1,685
+21
| +1% | +$3.88K | 0.07% | 120 |
|
|
2024
Q2 | $259K | Buy |
1,664
+183
| +12% | +$28.5K | 0.06% | 135 |
|
|
2024
Q1 | $239K | Sell |
1,481
-9
| -0.6% | -$1.45K | 0.06% | 138 |
|
|
2023
Q4 | $231K | Buy |
+1,490
| New | +$231K | 0.06% | 137 |
|
|
2023
Q1 | – | Sell |
-1,568
| Closed | -$248K | – | 172 |
|
|
2022
Q4 | $248K | Buy |
1,568
+44
| +3% | +$6.95K | 0.08% | 130 |
|
|
2022
Q3 | $227K | Buy |
1,524
+27
| +2% | +$4.02K | 0.08% | 135 |
|
|
2022
Q2 | $236K | Buy |
1,497
+38
| +3% | +$5.99K | 0.08% | 134 |
|
|
2022
Q1 | $269K | Buy |
1,459
+1
| +0.1% | +$184 | 0.08% | 133 |
|
|
2021
Q4 | $292K | Buy |
1,458
+41
| +3% | +$8.21K | 0.08% | 133 |
|
|
2021
Q3 | $277K | Buy |
1,417
+7
| +0.5% | +$1.37K | 0.08% | 136 |
|
|
2021
Q2 | $257K | Buy |
+1,410
| New | +$257K | 0.07% | 142 |
|
|
2021
Q1 | – | Sell |
-2,439
| Closed | -$363K | – | 759 |
|
|
2020
Q4 | $363K | Buy |
+2,439
| New | +$363K | 0.12% | 97 |
|