Avantax Planning Partners’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $573K | Sell |
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|
2025
Q2 | $541K | Sell |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $517K | Sell |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $473K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $179K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $121K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $316K | Sell |
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|
2017
Q2 | $332K | Sell |
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|
2017
Q1 | $373K | Buy |
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|
2016
Q4 | $341K | Buy |
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