Avidian Wealth Enterprises’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 | $358K | Sell |
1,920
-96
| -5% | -$17.9K | 0.01% | 404 |
|
|
2025
Q1 | $354K | Buy |
+2,016
| New | +$354K | 0.02% | 374 |
|
|
2023
Q2 | – | Sell |
-4,137
| Closed | -$526K | – | 468 |
|
|
2023
Q1 | $526K | Sell |
4,137
-391
| -9% | -$49.7K | 0.03% | 285 |
|
|
2022
Q4 | $715K | Buy |
4,528
+134
| +3% | +$21.2K | 0.05% | 219 |
|
|
2022
Q3 | $657K | Buy |
4,394
+213
| +5% | +$31.8K | 0.05% | 196 |
|
|
2022
Q2 | $660K | Buy |
4,181
+1,152
| +38% | +$182K | 0.05% | 222 |
|
|
2022
Q1 | $559K | Buy |
3,029
+92
| +3% | +$17K | 0.03% | 270 |
|
|
2021
Q4 | $589K | Buy |
2,937
+182
| +7% | +$36.5K | 0.04% | 263 |
|
|
2021
Q3 | $539K | Buy |
2,755
+225
| +9% | +$44K | 0.04% | 202 |
|
|
2021
Q2 | $483K | Buy |
2,530
+106
| +4% | +$20.2K | 0.04% | 230 |
|
|
2021
Q1 | $425K | Buy |
2,424
+53
| +2% | +$9.29K | 0.04% | 232 |
|
|
2020
Q4 | $353K | Buy |
2,371
+96
| +4% | +$14.3K | 0.03% | 232 |
|
|
2020
Q3 | $250K | Buy |
2,275
+10
| +0.4% | +$1.1K | 0.03% | 237 |
|
|
2020
Q2 | $238K | Buy |
+2,265
| New | +$238K | 0.03% | 226 |
|
|
2020
Q1 | – | Sell |
-1,452
| Closed | -$232K | – | 243 |
|
|
2019
Q4 | $232K | Buy |
+1,452
| New | +$232K | 0.03% | 206 |
|