A detailed history of Connecticut Wealth Management, LLC transactions in Pnc Financial Services Group, Inc. stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,979 shares of PNC stock, worth $309,733. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,979
Previous 3,372 41.31%
Holding current value
$309,733
Previous $522,000 38.89%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$144.85 - $161.6 $201,776 - $225,108
-1,393 Reduced 41.31%
1,979 $319,000
Q4 2023

Feb 06, 2024

BUY
$109.71 - $155.63 $9,215 - $13,072
84 Added 2.55%
3,372 $522,000
Q3 2023

Oct 19, 2023

BUY
$115.77 - $136.89 $380,651 - $450,094
3,288 New
3,288 $403,000

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 $63.2B
  • 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 Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.