Baker Tilly 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 | $378K | Buy |
2,027
+167
| +9% | +$31.1K | 0.14% | 160 |
|
|
2025
Q1 | $327K | Buy |
1,860
+301
| +19% | +$52.9K | 0.13% | 171 |
|
|
2024
Q4 | $301K | Buy |
1,559
+10
| +0.6% | +$1.93K | 0.12% | 188 |
|
|
2024
Q3 | $286K | Sell |
1,549
-42
| -3% | -$7.76K | 0.13% | 185 |
|
|
2024
Q2 | $247K | Sell |
1,591
-799
| -33% | -$124K | 0.1% | 227 |
|
|
2024
Q1 | $386K | Buy |
2,390
+61
| +3% | +$9.86K | 0.07% | 306 |
|
|
2023
Q4 | $361K | Sell |
2,329
-489
| -17% | -$75.7K | 0.06% | 357 |
|
|
2023
Q3 | $346K | Sell |
2,818
-7,268
| -72% | -$892K | 0.06% | 339 |
|
|
2023
Q2 | $1.27M | Buy |
10,086
+296
| +3% | +$37.3K | 0.13% | 167 |
|
|
2023
Q1 | $1.24M | Sell |
9,790
-2,514
| -20% | -$320K | 0.14% | 166 |
|
|
2022
Q4 | $1.94M | Buy |
12,304
+918
| +8% | +$145K | 0.24% | 99 |
|
|
2022
Q3 | $1.7M | Sell |
11,386
-1,224
| -10% | -$183K | 0.23% | 92 |
|
|
2022
Q2 | $1.99M | Buy |
12,610
+307
| +2% | +$48.4K | 0.26% | 83 |
|
|
2022
Q1 | $2.27M | Buy |
12,303
+3,575
| +41% | +$659K | 0.25% | 82 |
|
|
2021
Q4 | $1.75M | Buy |
8,728
+84
| +1% | +$16.8K | 0.19% | 109 |
|
|
2021
Q3 | $1.69M | Sell |
8,644
-1,363
| -14% | -$267K | 0.22% | 88 |
|
|
2021
Q2 | $1.91M | Buy |
10,007
+226
| +2% | +$43.1K | 0.31% | 75 |
|
|
2021
Q1 | $1.72M | Buy |
9,781
+5,083
| +108% | +$892K | 0.35% | 67 |
|
|
2020
Q4 | $700K | Buy |
+4,698
| New | +$700K | 0.22% | 108 |
|