AIMZ Investment Advisors’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 | $233K | Hold |
1,250
| – | – | 0.08% | 116 |
|
|
2025
Q1 | $220K | Hold |
1,250
| – | – | 0.08% | 117 |
|
|
2024
Q4 | $241K | Hold |
1,250
| – | – | 0.08% | 112 |
|
|
2024
Q3 | $231K | Buy |
+1,250
| New | +$231K | 0.08% | 113 |
|
|
2024
Q2 | – | Sell |
-1,250
| Closed | -$202K | – | 122 |
|
|
2024
Q1 | $202K | Buy |
+1,250
| New | +$202K | 0.08% | 117 |
|
|
2023
Q1 | – | Sell |
-1,402
| Closed | -$221K | – | 113 |
|
|
2022
Q4 | $221K | Sell |
1,402
-16
| -1% | -$2.52K | 0.1% | 106 |
|
|
2022
Q3 | $212K | Buy |
1,418
+84
| +6% | +$12.6K | 0.11% | 104 |
|
|
2022
Q2 | $210K | Sell |
1,334
-17
| -1% | -$2.68K | 0.1% | 106 |
|
|
2022
Q1 | $249K | Hold |
1,351
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $271K | Hold |
1,351
| – | – | 0.11% | 103 |
|
|
2021
Q3 | $264K | Hold |
1,351
| – | – | 0.12% | 103 |
|
|
2021
Q2 | $258K | Hold |
1,351
| – | – | 0.12% | 102 |
|
|
2021
Q1 | $237K | Hold |
1,351
| – | – | 0.12% | 101 |
|
|
2020
Q4 | $201K | Buy |
+1,351
| New | +$201K | 0.11% | 104 |
|
|
2020
Q1 | – | Sell |
-1,351
| Closed | -$216K | – | 95 |
|
|
2019
Q4 | $216K | Buy |
+1,351
| New | +$216K | 0.14% | 92 |
|
|
2018
Q2 | – | Sell |
-1,325
| Closed | -$200K | – | 101 |
|
|
2018
Q1 | $200K | Sell |
1,325
-75
| -5% | -$11.3K | 0.15% | 97 |
|
|
2017
Q4 | $202K | Buy |
+1,400
| New | +$202K | 0.15% | 97 |
|