WealthPLAN Partners’s PNC Financial Services PNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,262	Closed	-$2.56M	–	255
2025 Q4	$2.56M	Hold	12,262	–	–	0.38%	75
2025 Q3	$2.46M	Sell	12,262 -341	-3%	-$67.4K	0.37%	87
2025 Q2	$2.35M	Sell	12,603 -26	-0.2%	-$4.4K	0.38%	84
2025 Q1	$2.22M	Buy	12,629 +66	+0.5%	+$12.5K	0.31%	85
2024 Q4	$2.42M	Buy	12,563 +46	+0.4%	+$9.04K	0.34%	80
2024 Q3	$2.31M	Sell	12,517 -2	-0%	-$351	0.31%	83
2024 Q2	$1.95M	Buy	12,519 +9	+0.1%	+$1.4K	0.21%	109
2024 Q1	$2.02M	Sell	12,510 -11	-0.1%	-$1.66K	0.21%	116
2023 Q4	$1.94M	Sell	12,521 -26	-0.2%	-$3.37K	0.2%	112
2023 Q3	$1.54M	Buy	12,547 +47	+0.4%	+$5.91K	0.18%	124
2023 Q2	$1.57M	Sell	12,500 -62	-0.5%	-$7.58K	0.22%	107
2023 Q1	$1.6M	Sell	12,562 -34	-0.3%	-$5.13K	0.18%	109
2022 Q4	$2.03M	Buy	+12,596	New	+$1.98M	0.14%	119
2022 Q1	$2.16M	Buy	13,001 +29	+0.2%	+$5.86K	0.15%	117
2021 Q4	$2.67M	Sell	12,972 -3,242	-20%	-$660K	0.18%	103
2021 Q3	$3.3M	Buy	16,214 +13,515	+501%	+$2.55M	0.22%	92
2021 Q2	$523K	Buy	2,699 +92	+4%	+$17.3K	0.04%	230
2021 Q1	$504K	Buy	2,607 +247	+10%	+$40.7K	0.04%	228
2020 Q4	$370K	Buy	2,360 +256	+12%	+$32.7K	0.03%	246
2020 Q3	$255K	Sell	2,104 -608	-22%	-$65.4K	0.02%	275
2020 Q2	$301K	Buy	+2,712	New	+$286K	0.03%	238
2019 Q2	–	Sell	-2,427	Closed	-$312K	–	269
2019 Q1	$312K	Buy	2,427 +3	+0.1%	+$371	0.05%	196
2018 Q4	$301K	Buy	2,424 +119	+5%	+$15.2K	0.05%	193
2018 Q3	$307K	Sell	2,305 -610	-21%	-$86.7K	0.06%	187
2018 Q2	$394K	Sell	2,915 -771	-21%	-$112K	0.08%	163
2018 Q1	$557K	Buy	+3,686	New	+$572K	0.12%	131
2016 Q3	$73K	Sell	807 -807	-50%	-$69.3K	0.02%	273
2016 Q2	$65.7K	Buy	+1,614	New	+$139K	0.01%	781
2015 Q4	$10.2K	Buy	+107	New	+$9.94K	﹤0.01%	1135