AmeriServ Wealth 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 | $536K | Buy |
2,877
+36
| +1% | +$6.71K | 0.27% | 36 |
|
|
2025
Q1 | $499K | Sell |
2,841
-19
| -0.7% | -$3.34K | 0.29% | 36 |
|
|
2024
Q4 | $552K | Buy |
+2,860
| New | +$552K | 0.3% | 33 |
|
|
2023
Q1 | – | Sell |
-1,512
| Closed | -$239K | – | 47 |
|
|
2022
Q4 | $239K | Sell |
1,512
-12
| -0.8% | -$1.9K | 0.48% | 38 |
|
|
2022
Q3 | $228K | Sell |
1,524
-25
| -2% | -$3.74K | 0.5% | 42 |
|
|
2022
Q2 | $244K | Sell |
1,549
-7,347
| -83% | -$1.16M | 0.57% | 46 |
|
|
2022
Q1 | $1.64M | Buy |
8,896
+539
| +6% | +$99.4K | 1.2% | 13 |
|
|
2021
Q4 | $1.68M | Hold |
8,357
| – | – | 1.15% | 12 |
|
|
2021
Q3 | $1.64M | Sell |
8,357
-545
| -6% | -$107K | 1.26% | 15 |
|
|
2021
Q2 | $1.7M | Sell |
8,902
-1,248
| -12% | -$238K | 1.32% | 14 |
|
|
2021
Q1 | $1.78M | Buy |
10,150
+259
| +3% | +$45.4K | 1.53% | 10 |
|
|
2020
Q4 | $1.47M | Buy |
+9,891
| New | +$1.47M | 1.45% | 11 |
|
|
2014
Q1 | – | Sell |
-3,527
| Closed | -$274K | – | 166 |
|
|
2013
Q4 | $274K | Hold |
3,527
| – | – | 0.16% | 148 |
|
|
2013
Q3 | $256K | Hold |
3,527
| – | – | 0.16% | 145 |
|
|
2013
Q2 | $257K | Buy |
+3,527
| New | +$257K | 0.17% | 140 |
|