RWA Wealth Partners’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 | – | Sell |
-29,418
| Closed | -$5.17M | – | 603 |
|
|
2025
Q1 | $5.17M | Sell |
29,418
-1,075
| -4% | -$189K | 0.07% | 145 |
|
|
2024
Q4 | $5.88M | Buy |
+30,493
| New | +$5.88M | 0.07% | 145 |
|
|
2020
Q3 | – | Sell |
-2,978
| Closed | -$313K | – | 227 |
|
|
2020
Q2 | $313K | Sell |
2,978
-436
| -13% | -$45.8K | 0.04% | 168 |
|
|
2020
Q1 | $327K | Buy |
3,414
+36
| +1% | +$3.45K | 0.05% | 156 |
|
|
2019
Q4 | $539K | Sell |
3,378
-40
| -1% | -$6.38K | 0.05% | 159 |
|
|
2019
Q3 | $479K | Hold |
3,418
| – | – | 0.05% | 163 |
|
|
2019
Q2 | $469K | Hold |
3,418
| – | – | 0.05% | 164 |
|
|
2019
Q1 | $419K | Sell |
3,418
-91
| -3% | -$11.2K | 0.05% | 167 |
|
|
2018
Q4 | $410K | Buy |
3,509
+91
| +3% | +$10.6K | 0.05% | 157 |
|
|
2018
Q3 | $465K | Hold |
3,418
| – | – | 0.05% | 151 |
|
|
2018
Q2 | $462K | Sell |
3,418
-300
| -8% | -$40.6K | 0.05% | 162 |
|
|
2018
Q1 | $562K | Sell |
3,718
-500
| -12% | -$75.6K | 0.07% | 133 |
|
|
2017
Q4 | $609K | Buy |
4,218
+156
| +4% | +$22.5K | 0.07% | 152 |
|
|
2017
Q3 | $547K | Buy |
+4,062
| New | +$547K | 0.06% | 151 |
|