Wescott Financial Advisory Group’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
1,606
+42
| +3% | +$7.83K | 0.03% | 144 |
|
|
2025
Q1 | $275K | Sell |
1,564
-15
| -0.9% | -$2.64K | 0.03% | 148 |
|
|
2024
Q4 | $305K | Sell |
1,579
-1,147
| -42% | -$221K | 0.03% | 143 |
|
|
2024
Q3 | $504K | Sell |
2,726
-1,533
| -36% | -$283K | 0.05% | 112 |
|
|
2024
Q2 | $662K | Buy |
4,259
+17
| +0.4% | +$2.64K | 0.08% | 98 |
|
|
2024
Q1 | $685K | Buy |
4,242
+873
| +26% | +$141K | 0.09% | 92 |
|
|
2023
Q4 | $522K | Sell |
3,369
-42
| -1% | -$6.5K | 0.07% | 102 |
|
|
2023
Q3 | $419K | Buy |
+3,411
| New | +$419K | 0.08% | 105 |
|