Beverly Hills Private Wealth’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 | $316K | Sell |
1,696
-56
| -3% | -$10.4K | 0.06% | 255 |
|
|
2025
Q1 | $308K | Hold |
1,752
| – | – | 0.06% | 261 |
|
|
2024
Q4 | $338K | Buy |
1,752
+156
| +10% | +$30.1K | 0.07% | 233 |
|
|
2024
Q3 | $295K | Sell |
1,596
-346
| -18% | -$63.9K | 0.06% | 273 |
|
|
2024
Q2 | $302K | Sell |
1,942
-65
| -3% | -$10.1K | 0.07% | 271 |
|
|
2024
Q1 | $324K | Buy |
2,007
+584
| +41% | +$94.4K | 0.07% | 265 |
|
|
2023
Q4 | $220K | Sell |
1,423
-658
| -32% | -$102K | 0.06% | 306 |
|
|
2023
Q3 | $255K | Sell |
2,081
-2,221
| -52% | -$273K | 0.08% | 247 |
|
|
2023
Q2 | $566K | Buy |
4,302
+2,293
| +114% | +$301K | 0.09% | 216 |
|
|
2023
Q1 | $255K | Buy |
2,009
+59
| +3% | +$7.5K | 0.08% | 237 |
|
|
2022
Q4 | $308K | Buy |
+1,950
| New | +$308K | 0.13% | 174 |
|