TSWM
Triangle Securities Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Sell |
4,144
-50
| -1% | -$9.32K | 0.19% | 119 |
|
|
2025
Q1 | $737K | Sell |
4,194
-50
| -1% | -$8.79K | 0.19% | 125 |
|
|
2024
Q4 | $818K | Sell |
4,244
-180
| -4% | -$34.7K | 0.21% | 119 |
|
|
2024
Q3 | $818K | Sell |
4,424
-95
| -2% | -$17.6K | 0.21% | 123 |
|
|
2024
Q2 | $703K | Buy |
4,519
+500
| +12% | +$77.7K | 0.2% | 126 |
|
|
2024
Q1 | $649K | Buy |
4,019
+70
| +2% | +$11.3K | 0.19% | 129 |
|
|
2023
Q4 | $612K | Buy |
3,949
+458
| +13% | +$70.9K | 0.19% | 127 |
|
|
2023
Q3 | $429K | Buy |
3,491
+797
| +30% | +$97.8K | 0.15% | 136 |
|
|
2023
Q2 | $339K | Buy |
2,694
+625
| +30% | +$78.7K | 0.12% | 159 |
|
|
2023
Q1 | $263K | Sell |
2,069
-115
| -5% | -$14.6K | 0.09% | 171 |
|
|
2022
Q4 | $345K | Hold |
2,184
| – | – | 0.13% | 157 |
|
|
2022
Q3 | $326K | Buy |
2,184
+25
| +1% | +$3.73K | 0.13% | 151 |
|
|
2022
Q2 | $341K | Hold |
2,159
| – | – | 0.13% | 148 |
|
|
2022
Q1 | $398K | Sell |
2,159
-630
| -23% | -$116K | 0.13% | 144 |
|
|
2021
Q4 | $559K | Sell |
2,789
-615
| -18% | -$123K | 0.17% | 129 |
|
|
2021
Q3 | $666K | Sell |
3,404
-210
| -6% | -$41.1K | 0.23% | 115 |
|
|
2021
Q2 | $689K | Sell |
3,614
-285
| -7% | -$54.3K | 0.23% | 113 |
|
|
2021
Q1 | $684K | Sell |
3,899
-11
| -0.3% | -$1.93K | 0.25% | 113 |
|
|
2020
Q4 | $583K | Hold |
3,910
| – | – | 0.23% | 117 |
|
|
2020
Q3 | $430K | Buy |
3,910
+1,145
| +41% | +$126K | 0.19% | 124 |
|
|
2020
Q2 | $291K | Buy |
2,765
+210
| +8% | +$22.1K | 0.14% | 135 |
|
|
2020
Q1 | $245K | Buy |
+2,555
| New | +$245K | 0.14% | 136 |
|