Regent Peak Wealth Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Buy |
|
|||||
|
2025
Q1 | $303K | Buy |
|
|||||
|
2024
Q4 | $326K | Buy |
|
|||||
|
2024
Q3 | $311K | Buy |
|
|||||
|
2024
Q2 | $259K | Buy |
|
|||||
|
2024
Q1 | $239K | Sell |
|
|||||
|
2023
Q4 | $231K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $248K | Buy |
|
|||||
|
2022
Q3 | $227K | Buy |
|
|||||
|
2022
Q2 | $236K | Buy |
|
|||||
|
2022
Q1 | $269K | Buy |
|
|||||
|
2021
Q4 | $292K | Buy |
|
|||||
|
2021
Q3 | $277K | Buy |
|
|||||
|
2021
Q2 | $257K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $363K | Buy |
|