9258 Wealth Management’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.83M | Sell |
9,919
-118
| -1% | -$21.8K | 0.27% | 77 |
|
|
2024
Q2 | $1.56M | Sell |
10,037
-75
| -0.7% | -$11.7K | 0.24% | 83 |
|
|
2024
Q1 | $1.63M | Buy |
10,112
+8
| +0.1% | +$1.29K | 0.25% | 81 |
|
|
2023
Q4 | $1.56M | Sell |
10,104
-16
| -0.2% | -$2.48K | 0.28% | 74 |
|
|
2023
Q3 | $1.24M | Sell |
10,120
-312
| -3% | -$38.3K | 0.24% | 81 |
|
|
2023
Q2 | $1.31M | Sell |
10,432
-351
| -3% | -$44.2K | 0.25% | 80 |
|
|
2023
Q1 | $1.37M | Buy |
10,783
+295
| +3% | +$37.5K | 0.28% | 74 |
|
|
2022
Q4 | $1.66M | Buy |
10,488
+453
| +5% | +$71.5K | 0.36% | 63 |
|
|
2022
Q3 | $1.5M | Sell |
10,035
-96
| -0.9% | -$14.3K | 0.38% | 60 |
|
|
2022
Q2 | $1.6M | Sell |
10,131
-26
| -0.3% | -$4.1K | 0.41% | 59 |
|
|
2022
Q1 | $1.87M | Sell |
10,157
-134
| -1% | -$24.7K | 0.43% | 47 |
|
|
2021
Q4 | $2.06M | Buy |
10,291
+66
| +0.6% | +$13.2K | 0.47% | 36 |
|
|
2021
Q3 | $2M | Buy |
10,225
+307
| +3% | +$60K | 0.53% | 33 |
|
|
2021
Q2 | $1.89M | Buy |
9,918
+460
| +5% | +$87.8K | 0.51% | 32 |
|
|
2021
Q1 | $1.66M | Sell |
9,458
-683
| -7% | -$120K | 0.5% | 38 |
|
|
2020
Q4 | $1.51M | Sell |
10,141
-442
| -4% | -$65.9K | 0.49% | 39 |
|
|
2020
Q3 | $1.18M | Buy |
10,583
+73
| +0.7% | +$8.17K | 0.45% | 45 |
|
|
2020
Q2 | $1.11M | Buy |
10,510
+72
| +0.7% | +$7.58K | 0.45% | 49 |
|
|
2020
Q1 | $1.1M | Sell |
10,438
-181
| -2% | -$19.1K | 0.48% | 46 |
|
|
2019
Q4 | $1.7M | Buy |
10,619
+8,932
| +529% | +$1.43M | 0.62% | 31 |
|
|
2019
Q3 | $236K | Buy |
1,687
+85
| +5% | +$11.9K | 0.18% | 146 |
|
|
2019
Q2 | $220K | Sell |
1,602
-206
| -11% | -$28.3K | 0.18% | 151 |
|
|
2019
Q1 | $222K | Sell |
1,808
-375
| -17% | -$46K | 0.19% | 145 |
|
|
2018
Q4 | $255K | Buy |
+2,183
| New | +$255K | 0.25% | 125 |
|