AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
12,902
+3,788
| +42% | +$706K | 0.02% | 491 |
|
|
2025
Q1 | $1.6M | Sell |
9,114
-45
| -0.5% | -$7.91K | 0.01% | 585 |
|
|
2024
Q4 | $1.77M | Buy |
9,159
+453
| +5% | +$87.4K | 0.02% | 561 |
|
|
2024
Q3 | $1.61M | Sell |
8,706
-2,036
| -19% | -$376K | 0.01% | 596 |
|
|
2024
Q2 | $1.67M | Buy |
10,742
+2,983
| +38% | +$464K | 0.02% | 567 |
|
|
2024
Q1 | $1.25M | Sell |
7,759
-50,007
| -87% | -$8.08M | 0.01% | 608 |
|
|
2023
Q4 | $8.76M | Buy |
57,766
+18,764
| +48% | +$2.84M | 0.04% | 429 |
|
|
2023
Q3 | $4.79M | Sell |
39,002
-1,488
| -4% | -$183K | 0.03% | 557 |
|
|
2023
Q2 | $5.1M | Buy |
40,490
+6,326
| +19% | +$797K | 0.03% | 528 |
|
|
2023
Q1 | $4.34M | Sell |
34,164
-2,553
| -7% | -$324K | 0.03% | 540 |
|
|
2022
Q4 | $5.8M | Buy |
36,717
+8,816
| +32% | +$1.39M | 0.04% | 438 |
|
|
2022
Q3 | $4.17M | Buy |
27,901
+4,912
| +21% | +$734K | 0.03% | 474 |
|
|
2022
Q2 | $3.63M | Buy |
22,989
+4,596
| +25% | +$725K | 0.03% | 480 |
|
|
2022
Q1 | $3.39M | Buy |
18,393
+341
| +2% | +$62.9K | 0.02% | 554 |
|
|
2021
Q4 | $3.62M | Buy |
18,052
+1,312
| +8% | +$263K | 0.03% | 511 |
|
|
2021
Q3 | $3.28M | Buy |
16,740
+2,303
| +16% | +$451K | 0.03% | 489 |
|
|
2021
Q2 | $2.75M | Buy |
14,437
+3,218
| +29% | +$614K | 0.02% | 540 |
|
|
2021
Q1 | $1.97M | Sell |
11,219
-634
| -5% | -$111K | 0.02% | 565 |
|
|
2020
Q4 | $1.77M | Sell |
11,853
-5,565
| -32% | -$829K | 0.02% | 534 |
|
|
2020
Q3 | $1.91M | Buy |
17,418
+1,106
| +7% | +$122K | 0.03% | 433 |
|
|
2020
Q2 | $1.72M | Buy |
16,312
+6,447
| +65% | +$678K | 0.03% | 450 |
|
|
2020
Q1 | $944K | Sell |
9,865
-71
| -0.7% | -$6.79K | 0.02% | 499 |
|
|
2019
Q4 | $1.59M | Buy |
9,936
+2,717
| +38% | +$434K | 0.03% | 409 |
|
|
2019
Q3 | $1.01M | Sell |
7,219
-2,729
| -27% | -$383K | 0.03% | 442 |
|
|
2019
Q2 | $1.37M | Buy |
9,948
+5,613
| +129% | +$771K | 0.04% | 320 |
|
|
2019
Q1 | $532K | Buy |
4,335
+731
| +20% | +$89.7K | 0.04% | 330 |
|
|
2018
Q4 | $421K | Buy |
3,604
+724
| +25% | +$84.6K | 0.07% | 283 |
|
|
2018
Q3 | $392K | Buy |
2,880
+210
| +8% | +$28.6K | 0.02% | 381 |
|
|
2018
Q2 | $361K | Buy |
2,670
+43
| +2% | +$5.81K | 0.02% | 306 |
|
|
2018
Q1 | $397K | Buy |
2,627
+259
| +11% | +$39.1K | 0.03% | 281 |
|
|
2017
Q4 | $342K | Sell |
2,368
-119
| -5% | -$17.2K | 0.03% | 292 |
|
|
2017
Q3 | $335K | Buy |
+2,487
| New | +$335K | 0.03% | 289 |
|