Number of Shares
1,080.00
Current Holdings Value*
$201,330.00
% of Portfolio
0.07%
Total Estimate Gain
$20,228.40
% of Total Estimate Gain
5.11%

Windward Private Wealth Management Inc.'s PNC Financial Services Group Inc Holding Summary

As of 2025-06-30, Windward Private Wealth Management Inc. held 1,080.00 shares of PNC Financial Services Group Inc(PNC), totaling $201,330.00. This investment constitutes 0.07% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0% of the outstanding PNC Financial Services Group Inc(PNC) stock.

The initial trade took place in 2024Q4. And since then Windward Private Wealth Management Inc. has made 2 purchases of PNC, at an average price of $183.09, for a total of 2,160.00 shares. In addition, there have been 1 sales at an average price of $188.77 for 1,080.00 shares. Based on historical transaction data and PNC's current price of $196.15, Windward Private Wealth Management Inc.'s estimated gain on his PNC holdings is $20,228.40, reflecting a 5.11% gain to date.

Windward Private Wealth Management Inc. PNC ($196.15) Holding Chart

Windward Private Wealth Management Inc. PNC ($196.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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