WOSD
WFA of San Diego’s PNC Financial Services PNC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.8K | Buy |
+74
| New | +$13.8K | 0.01% | 293 |
|
2024
Q3 | $13.7K | Hold |
74
| – | – | 0.01% | 265 |
|
2024
Q2 | $11.5K | Buy |
+74
| New | +$11.5K | 0.01% | 268 |
|
2023
Q3 | $9.09K | Hold |
74
| – | – | 0.01% | 286 |
|
2023
Q2 | $9.32K | Buy |
+74
| New | +$9.32K | 0.01% | 283 |
|
2023
Q1 | – | Sell |
-74
| Closed | -$11.7K | – | 328 |
|
2022
Q4 | $11.7K | Buy |
+74
| New | +$11.7K | 0.01% | 344 |
|
2022
Q3 | – | Sell |
-74
| Closed | -$12K | – | 317 |
|
2022
Q2 | $12K | Buy |
+74
| New | +$12K | 0.01% | 265 |
|
2020
Q3 | – | Sell |
-4,752
| Closed | -$721K | – | 199 |
|
2020
Q2 | $721K | Buy |
+4,752
| New | +$721K | 0.17% | 121 |
|