Windsor 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 | $373K | Hold |
2,000
| – | – | 0.53% | 28 |
|
|
2025
Q1 | $352K | Hold |
2,000
| – | – | 0.45% | 28 |
|
|
2024
Q4 | $386K | Hold |
2,000
| – | – | 0.45% | 36 |
|
|
2024
Q3 | $370K | Sell |
2,000
-60
| -3% | -$11.1K | 0.42% | 41 |
|
|
2024
Q2 | $320K | Hold |
2,060
| – | – | 0.64% | 26 |
|
|
2024
Q1 | $333K | Buy |
2,060
+60
| +3% | +$9.7K | 0.94% | 26 |
|
|
2023
Q4 | $310K | Hold |
2,000
| – | – | 0.92% | 31 |
|
|
2023
Q3 | $246K | Hold |
2,000
| – | – | 0.58% | 37 |
|
|
2023
Q2 | $252K | Hold |
2,000
| – | – | 0.62% | 35 |
|
|
2023
Q1 | $254K | Sell |
2,000
-5
| -0.2% | -$636 | 0.61% | 38 |
|
|
2022
Q4 | $317K | Buy |
+2,005
| New | +$317K | 0.84% | 34 |
|