SVWAG
Sound View Wealth Advisors Group’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
3,412
-427
| -11% | -$79.6K | 0.05% | 241 |
|
|
2025
Q1 | $675K | Sell |
3,839
-3,937
| -51% | -$692K | 0.06% | 223 |
|
|
2024
Q4 | $1.5M | Buy |
7,776
+29
| +0.4% | +$5.59K | 0.12% | 141 |
|
|
2024
Q3 | $1.43M | Buy |
7,747
+90
| +1% | +$16.6K | 0.12% | 150 |
|
|
2024
Q2 | $1.19M | Buy |
7,657
+52
| +0.7% | +$8.09K | 0.12% | 149 |
|
|
2024
Q1 | $1.23M | Sell |
7,605
-198
| -3% | -$32K | 0.13% | 148 |
|
|
2023
Q4 | $1.21M | Buy |
7,803
+443
| +6% | +$68.6K | 0.13% | 143 |
|
|
2023
Q3 | $904K | Sell |
7,360
-131
| -2% | -$16.1K | 0.11% | 153 |
|
|
2023
Q2 | $943K | Buy |
7,491
+484
| +7% | +$61K | 0.12% | 155 |
|
|
2023
Q1 | $891K | Sell |
7,007
-796
| -10% | -$101K | 0.12% | 162 |
|
|
2022
Q4 | $1.21M | Buy |
7,803
+511
| +7% | +$79.1K | 0.13% | 143 |
|
|
2022
Q3 | $1.09M | Buy |
7,292
+45
| +0.6% | +$6.73K | 0.24% | 103 |
|
|
2022
Q2 | $1.14M | Buy |
7,247
+94
| +1% | +$14.8K | 0.24% | 103 |
|
|
2022
Q1 | $1.32M | Sell |
7,153
-7
| -0.1% | -$1.29K | 0.25% | 98 |
|
|
2021
Q4 | $1.44M | Sell |
7,160
-137
| -2% | -$27.5K | 0.27% | 92 |
|
|
2021
Q3 | $1.43M | Buy |
7,297
+123
| +2% | +$24.1K | 0.3% | 88 |
|
|
2021
Q2 | $1.37M | Sell |
7,174
-25
| -0.3% | -$4.77K | 0.29% | 90 |
|
|
2021
Q1 | $1.26M | Buy |
7,199
+69
| +1% | +$12.1K | 0.29% | 88 |
|
|
2020
Q4 | $1.06M | Sell |
7,130
-17
| -0.2% | -$2.53K | 0.26% | 93 |
|
|
2020
Q3 | $786K | Sell |
7,147
-231
| -3% | -$25.4K | 0.21% | 113 |
|
|
2020
Q2 | $776K | Sell |
7,378
-113
| -2% | -$11.9K | 0.22% | 107 |
|
|
2020
Q1 | $717K | Buy |
7,491
+1,319
| +21% | +$126K | 0.25% | 100 |
|
|
2019
Q4 | $985K | Sell |
6,172
-73
| -1% | -$11.7K | 0.28% | 93 |
|
|
2019
Q3 | $875K | Sell |
6,245
-980
| -14% | -$137K | 0.26% | 99 |
|
|
2019
Q2 | $992K | Buy |
+7,225
| New | +$992K | 0.29% | 93 |
|