A detailed history of Phillips Wealth Planners LLC transactions in Pnc Financial Services Group, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 7,197 shares of PNC stock, worth $1.51 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
7,197
Previous 7,039 2.24%
Holding current value
$1.51 Million
Previous $1.16 Billion 18.19%
% of portfolio
1.31%
Previous 1.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$156.14 - $187.2 $24,670 - $29,577
158 Added 2.24%
7,197 $1.37 Billion
Q2 2024

Aug 02, 2024

SELL
$146.54 - $161.4 $11,869 - $13,073
-81 Reduced 1.14%
7,039 $1.16 Billion
Q1 2024

Apr 29, 2024

SELL
$144.85 - $161.6 $1,158 - $1,292
-8 Reduced 0.11%
7,120 $1.04 Billion
Q4 2023

Feb 12, 2024

SELL
$109.71 - $155.63 $16,895 - $23,967
-154 Reduced 2.11%
7,128 $1.04 Billion
Q3 2023

Oct 30, 2023

BUY
$115.77 - $136.89 $147,375 - $174,260
1,273 Added 21.18%
7,282 $842 Million
Q2 2023

Jul 26, 2023

BUY
$111.58 - $130.25 $130,771 - $152,653
1,172 Added 24.23%
6,009 $757 Million
Q1 2023

May 15, 2023

BUY
$122.13 - $168.79 $25,158 - $34,770
206 Added 4.45%
4,837 $590 Million
Q4 2022

Feb 14, 2023

BUY
$146.0 - $168.12 $676,126 - $778,563
4,631 New
4,631 $745 Million

Others Institutions Holding PNC

About PNC FINANCIAL SERVICES GROUP, INC.


  • Ticker PNC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 404,000,000
  • Market Cap $84.9B
  • Description
  • The PNC Financial Services Group, Inc. operates as a diversified financial services company in the United States. The company's Retail Banking segment offers checking, savings, and money market accounts, as well as certificates of deposit; residential mortgages, home equity loans and lines of credit, auto loans, credit cards, education loans, an...
More about PNC
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.