WAOTB
Wealth Advisors of Tampa Bay’s PNC Financial Services PNC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.33M | Buy |
23,205
+140
| +0.6% | +$26.1K | 1.63% | 22 |
|
2025
Q1 | $4.05M | Buy |
23,065
+5,162
| +29% | +$907K | 1.65% | 24 |
|
2024
Q4 | $3.45M | Buy |
17,903
+112
| +0.6% | +$21.6K | 1.48% | 27 |
|
2024
Q3 | $3.29M | Buy |
17,791
+573
| +3% | +$106K | 1.37% | 31 |
|
2024
Q2 | $2.68M | Buy |
17,218
+450
| +3% | +$70K | 1.25% | 33 |
|
2024
Q1 | $2.71M | Buy |
+16,768
| New | +$2.71M | 1.29% | 34 |
|