RWB
RMR Wealth Builders’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
6,190
+110
| +2% | +$20.5K | 0.1% | 105 |
|
|
2025
Q1 | $1.07M | Buy |
6,080
+4
| +0.1% | +$703 | 0.11% | 102 |
|
|
2024
Q4 | $1.17M | Buy |
6,076
+3
| +0% | +$579 | 0.12% | 97 |
|
|
2024
Q3 | $1.12M | Buy |
6,073
+5
| +0.1% | +$924 | 0.12% | 97 |
|
|
2024
Q2 | $943K | Sell |
6,068
-293
| -5% | -$45.6K | 0.11% | 102 |
|
|
2024
Q1 | $1.03M | Sell |
6,361
-200
| -3% | -$32.3K | 0.12% | 95 |
|
|
2023
Q4 | $1.02M | Buy |
6,561
+79
| +1% | +$12.2K | 0.14% | 82 |
|
|
2023
Q3 | $796K | Buy |
6,482
+8
| +0.1% | +$982 | 0.13% | 88 |
|
|
2023
Q2 | $815K | Buy |
6,474
+1,356
| +26% | +$171K | 0.14% | 77 |
|
|
2023
Q1 | $650K | Sell |
5,118
-834
| -14% | -$106K | 0.12% | 90 |
|
|
2022
Q4 | $940K | Hold |
5,952
| – | – | 0.21% | 57 |
|
|
2022
Q3 | $889K | Hold |
5,952
| – | – | 0.22% | 53 |
|
|
2022
Q2 | $939K | Sell |
5,952
-2,795
| -32% | -$441K | 0.23% | 62 |
|
|
2022
Q1 | $1.61M | Buy |
+8,747
| New | +$1.61M | 0.35% | 50 |
|
|
2021
Q4 | – | Sell |
-8,492
| Closed | -$1.66M | – | 189 |
|
|
2021
Q3 | $1.66M | Buy |
8,492
+139
| +2% | +$27.2K | 0.49% | 33 |
|
|
2021
Q2 | $1.59M | Sell |
8,353
-79
| -0.9% | -$15.1K | 0.52% | 33 |
|
|
2021
Q1 | $1.48M | Buy |
8,432
+140
| +2% | +$24.6K | 0.38% | 39 |
|
|
2020
Q4 | $1.24M | Sell |
8,292
-492
| -6% | -$73.3K | 0.61% | 35 |
|
|
2020
Q3 | $965K | Buy |
8,784
+838
| +11% | +$92.1K | 0.25% | 66 |
|
|
2020
Q2 | $836K | Buy |
+7,946
| New | +$836K | 0.75% | 34 |
|
|
2019
Q4 | $1.39M | Buy |
+8,733
| New | +$1.39M | 1.34% | 18 |
|