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Sax Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Sax Wealth Advisors’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$507K Buy
2,720
+564
+26% +$105K 0.03% 256
2025
Q1 		$379K Buy
2,156
+568
+36% +$99.8K 0.03% 257
2024
Q4 		$306K Buy
+1,588
New +$306K 0.02% 259