Bartlett & Co 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 | $1.82M | Sell |
9,780
-87
| -0.9% | -$16.2K | 0.03% | 206 |
|
|
2025
Q1 | $1.73M | Sell |
9,867
-91
| -0.9% | -$16K | 0.03% | 205 |
|
|
2024
Q4 | $1.92M | Buy |
9,958
+86
| +0.9% | +$16.6K | 0.03% | 199 |
|
|
2024
Q3 | $1.82M | Sell |
9,872
-68
| -0.7% | -$12.6K | 0.03% | 205 |
|
|
2024
Q2 | $1.55M | Buy |
9,940
+39
| +0.4% | +$6.06K | 0.02% | 215 |
|
|
2024
Q1 | $1.6M | Sell |
9,901
-652
| -6% | -$105K | 0.02% | 217 |
|
|
2023
Q4 | $1.64M | Sell |
10,553
-2,155
| -17% | -$335K | 0.03% | 219 |
|
|
2023
Q3 | $1.56M | Sell |
12,708
-250
| -2% | -$30.7K | 0.03% | 216 |
|
|
2023
Q2 | $1.63M | Buy |
12,958
+144
| +1% | +$18.1K | 0.03% | 217 |
|
|
2023
Q1 | $1.63M | Sell |
12,814
-222
| -2% | -$28.2K | 0.03% | 189 |
|
|
2022
Q4 | $2.06M | Hold |
13,036
| – | – | 0.04% | 181 |
|
|
2022
Q3 | $1.95M | Sell |
13,036
-28
| -0.2% | -$4.19K | 0.04% | 172 |
|
|
2022
Q2 | $2.06M | Buy |
13,064
+137
| +1% | +$21.6K | 0.04% | 168 |
|
|
2022
Q1 | $2.38M | Sell |
12,927
-2,236
| -15% | -$412K | 0.04% | 168 |
|
|
2021
Q4 | $3.04M | Buy |
15,163
+70
| +0.5% | +$14K | 0.05% | 160 |
|
|
2021
Q3 | $2.95M | Buy |
15,093
+1,013
| +7% | +$198K | 0.06% | 152 |
|
|
2021
Q2 | $2.69M | Buy |
14,080
+1,299
| +10% | +$248K | 0.05% | 155 |
|
|
2021
Q1 | $2.24M | Sell |
12,781
-905
| -7% | -$159K | 0.05% | 164 |
|
|
2020
Q4 | $2.04M | Buy |
13,686
+407
| +3% | +$60.6K | 0.04% | 165 |
|
|
2020
Q3 | $1.46M | Sell |
13,279
-25
| -0.2% | -$2.75K | 0.03% | 177 |
|
|
2020
Q2 | $1.4M | Sell |
13,304
-400
| -3% | -$42.1K | 0.04% | 175 |
|
|
2020
Q1 | $1.31M | Sell |
13,704
-2,795
| -17% | -$268K | 0.04% | 176 |
|
|
2019
Q4 | $2.63M | Sell |
16,499
-218
| -1% | -$34.8K | 0.06% | 155 |
|
|
2019
Q3 | $2.34M | Sell |
16,717
-415
| -2% | -$58.2K | 0.06% | 157 |
|
|
2019
Q2 | $2.35M | Sell |
17,132
-591
| -3% | -$81.1K | 0.09% | 123 |
|
|
2019
Q1 | $2.17M | Sell |
17,723
-219
| -1% | -$26.9K | 0.08% | 123 |
|
|
2018
Q4 | $2.1M | Buy |
17,942
+227
| +1% | +$26.5K | 0.09% | 124 |
|
|
2018
Q3 | $2.41M | Sell |
17,715
-154
| -0.9% | -$21K | 0.09% | 117 |
|
|
2018
Q2 | $2.41M | Buy |
17,869
+870
| +5% | +$118K | 0.1% | 113 |
|
|
2018
Q1 | $2.57M | Buy |
+16,999
| New | +$2.57M | 0.11% | 108 |
|