Institutions / Pennsylvania Capital Management Inc /Adv / Activity
Activity — Pennsylvania Capital Management Inc /Adv
77 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Trim | Capital One Financial Corp Common stock | $-17.5K | -96 -2.29% | 4,102 0.21% of portfolio | low |
| Q1 2026 as of | Trim | CZNC Citizens & Northern Corp Common Stock | $-17.0K | -759 -0.75% | 99,967 0.64% of portfolio | low |
| Q1 2026 as of | Trim | 464288570 Common stock | $-13.9K | -115 -0.44% | 26,202 0.91% of portfolio | low |
| Q1 2026 as of | Trim | 808524300 Common stock | $-13.3K | -458 -0.96% | 47,106 0.39% 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 | Trim | 464287804 Common stock | $-11.1K | -89 -0.36% | 24,781 0.88% of portfolio | low |
| Q1 2026 as of | Trim | 921908844 Common stock | $-10.1K | -47 -2.54% | 1,804 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-9.6K | -20 -0.49% | 4,026 0.55% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-6.3K | -68 -0.52% | 13,130 0.35% of portfolio | low |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-5.6K | -38 -2.45% | 1,516 0.06% 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 | Trim | 46090E103 Common stock | $-2.9K | -5 -0.39% | 1,274 0.21% 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 | Trim | Alphabet Inc. Common stock | $-574 | -2 -0.03% | 6,458 0.53% of portfolio | low |
| Q1 2026 as of | Trim | 46434V621 Common stock | $-351 | -5 -0.15% | 3,264 0.07% 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 |