RSWM
Robertson Stephens Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,278
| Closed | -$246K | – | 574 |
|
|
2024
Q4 | $246K | Buy |
1,278
+67
| +6% | +$12.9K | 0.01% | 506 |
|
|
2024
Q3 | $224K | Buy |
+1,211
| New | +$224K | 0.01% | 579 |
|
|
2020
Q2 | – | Sell |
-5,222
| Closed | -$500K | – | 211 |
|
|
2020
Q1 | $500K | Buy |
5,222
+3,782
| +263% | +$362K | 0.17% | 102 |
|
|
2019
Q4 | $229K | Sell |
1,440
-1,830
| -56% | -$291K | 0.12% | 96 |
|
|
2019
Q3 | $458K | Buy |
+3,270
| New | +$458K | 0.23% | 80 |
|