BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $19.8K | Sell |
157
-55
| -26% | -$6.93K | ﹤0.01% | 486 |
|
|
2023
Q1 | $27K | Buy |
212
+42
| +25% | +$5.35K | ﹤0.01% | 473 |
|
|
2022
Q4 | $26.9K | Hold |
170
| – | – | ﹤0.01% | 458 |
|
|
2022
Q3 | $25K | Sell |
170
-22
| -11% | -$3.24K | ﹤0.01% | 463 |
|
|
2022
Q2 | $30K | Hold |
192
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $35K | Sell |
192
-73
| -28% | -$13.3K | ﹤0.01% | 439 |
|
|
2021
Q4 | $53K | Buy |
265
+73
| +38% | +$14.6K | 0.01% | 413 |
|
|
2021
Q3 | $38K | Hold |
192
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $37K | Hold |
192
| – | – | ﹤0.01% | 431 |
|
|
2021
Q1 | $34K | Sell |
192
-200
| -51% | -$35.4K | ﹤0.01% | 417 |
|
|
2020
Q4 | $58K | Buy |
392
+16
| +4% | +$2.37K | 0.01% | 335 |
|
|
2020
Q3 | $41K | Hold |
376
| – | – | 0.01% | 360 |
|
|
2020
Q2 | $40K | Buy |
376
+15
| +4% | +$1.6K | 0.01% | 377 |
|
|
2020
Q1 | $35K | Buy |
361
+6
| +2% | +$582 | 0.01% | 364 |
|
|
2019
Q4 | $57K | Buy |
355
+13
| +4% | +$2.09K | 0.01% | 333 |
|
|
2019
Q3 | $48K | Hold |
342
| – | – | 0.01% | 338 |
|
|
2019
Q2 | $47K | Hold |
342
| – | – | 0.01% | 336 |
|
|
2019
Q1 | $42K | Hold |
342
| – | – | 0.01% | 360 |
|
|
2018
Q4 | $40K | Hold |
342
| – | – | 0.01% | 325 |
|
|
2018
Q3 | $47K | Hold |
342
| – | – | 0.01% | 330 |
|
|
2018
Q2 | $46K | Buy |
+342
| New | +$46K | 0.01% | 330 |
|