Institutions / Pennsylvania Capital Management Inc /Adv / Activity
Activity — Pennsylvania Capital Management Inc /Adv
39 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 092528603 Common stock | $697.1K | +13K +3.89% | 358,530 5.33% of portfolio | low |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $521.7K | +3K +41.04% | 10,567 0.51% of portfolio | low |
| Q1 2026 as of | Add | 808524755 Common stock | $505.1K | +10K +3.88% | 276,562 3.87% of portfolio | low |
| Q1 2026 as of | Add | 46641Q159 Common stock | $382.2K | +8K +1.83% | 461,397 6.08% of portfolio | low |
| Q1 2026 as of | Add | 921935870 Common stock | $311.9K | +3K +80.90% | 6,896 0.20% of portfolio | low |
| Q1 2026 as of | Add | 808524201 Common stock | $297.1K | +12K +13.96% | 94,585 0.69% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $206.2K | +701 +34.79% | 2,716 0.23% of portfolio | low |
| Q1 2026 as of | Add | 46654Q203 Common stock | $195.5K | +4K +34.71% | 13,670 0.22% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $121.3K | +203 +1.20% | 17,058 2.92% of portfolio | low |
| Q1 2026 as of | Add | 315948109 Common stock | $117.6K | +2K +26.17% | 9,605 0.16% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $107.4K | +289 +3.22% | 9,260 0.99% of portfolio | low |
| Q1 2026 as of | Add | 922907712 Common stock | $98.9K | +1K +25.66% | 6,444 0.14% of portfolio | low |
| Q1 2026 as of | Add | 808524771 Common stock | $93.6K | +3K +0.50% | 675,288 5.38% of portfolio | low |
| Q1 2026 as of | Add | 464287523 Common stock | $92.0K | +280 +3.62% | 8,021 0.75% of portfolio | low |
| Q1 2026 as of | Add | 921910816 Common stock | $81.6K | +222 +0.73% | 30,770 3.24% of portfolio | low |
| Q1 2026 as of | Add | 808524508 Common stock | $76.1K | +2K +7.71% | 34,326 0.30% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $74.3K | +240 +11.89% | 2,259 0.20% of portfolio | low |
| Q1 2026 as of | Add | 78463V107 Common stock | $68.8K | +160 +27.63% | 739 0.09% of portfolio | low |
| Q1 2026 as of | Add | 92189F676 Common stock | $62.1K | +162 +1.18% | 13,902 1.53% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $49.4K | +283 +0.36% | 79,947 3.99% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $48.9K | +170 +0.79% | 21,682 1.78% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $48.2K | +57 +18.69% | 362 0.09% of portfolio | low |
| Q1 2026 as of | Add | 72201R635 Common stock | $28.4K | +629 +9.79% | 7,051 0.09% of portfolio | low |
| Q1 2026 as of | Add | 808524607 Common stock | $23.8K | +820 +4.62% | 18,585 0.15% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $22.0K | +177 +7.27% | 2,611 0.09% of portfolio | low |
| Q1 2026 as of | Add | 947913109 Common stock | $20.8K | +734 +1.94% | 38,593 0.31% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $20.3K | +100 +10.48% | 1,054 0.06% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $19.2K | +52 +0.07% | 77,396 8.20% of portfolio | low |
| Q1 2026 as of | Add | 808524102 Common stock | $18.0K | +716 +9.24% | 8,462 0.06% of portfolio | low |
| Q1 2026 as of | Add | 46641Q647 Common stock | $11.5K | +230 +4.91% | 4,919 0.07% of portfolio | low |
| Q1 2026 as of | Add | 46438F101 Common stock | $11.5K | +299 +4.11% | 7,569 0.08% of portfolio | low |
| Q1 2026 as of | Add | 14020W106 Common stock | $5.0K | +118 +2.24% | 5,393 0.07% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $3.8K | +12 +0.32% | 3,705 0.34% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $3.8K | +100 +0.23% | 43,335 0.47% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $3.3K | +5 +0.10% | 4,905 0.91% of portfolio | low |
| Q1 2026 as of | Add | 46435G250 Common stock | $2.5K | +54 +1.02% | 5,335 0.07% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $1.1K | +2 +0.13% | 1,568 0.26% of portfolio | low |
| Q1 2026 as of | Add | 808524797 Common stock | $276 | +9 +0.01% | 74,519 0.65% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $242 | +1 +0.11% | 934 0.06% of portfolio | low |