WAS
Wealth Advisory Solutions’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,244
| Closed | -$240K | – | 150 |
|
|
2024
Q4 | $240K | Sell |
1,244
-110
| -8% | -$21.2K | 0.07% | 114 |
|
|
2024
Q3 | $250K | Buy |
1,354
+31
| +2% | +$5.73K | 0.07% | 111 |
|
|
2024
Q2 | $206K | Buy |
+1,323
| New | +$206K | 0.06% | 118 |
|
|
2021
Q3 | $283K | Buy |
+1,449
| New | +$283K | 0.06% | 139 |
|
|
2021
Q2 | – | Sell |
-1,625
| Closed | -$285K | – | 192 |
|
|
2021
Q1 | $285K | Buy |
+1,625
| New | +$285K | 0.21% | 54 |
|
|
2020
Q4 | – | Sell |
-47,232
| Closed | -$5.19M | – | 189 |
|
|
2020
Q3 | $5.19M | Sell |
47,232
-3,904
| -8% | -$429K | 1.38% | 22 |
|
|
2020
Q2 | $5.38M | Buy |
+51,136
| New | +$5.38M | 1.5% | 16 |
|