BBPWM
Blue Bell Private Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
751
-124
| -14% | -$23.1K | 0.02% | 274 |
|
|
2025
Q1 | $154K | Hold |
875
| – | – | 0.03% | 253 |
|
|
2024
Q4 | $169K | Sell |
875
-27
| -3% | -$5.21K | 0.03% | 226 |
|
|
2024
Q3 | $167K | Buy |
902
+24
| +3% | +$4.44K | 0.03% | 233 |
|
|
2024
Q2 | $137K | Sell |
878
-12
| -1% | -$1.87K | 0.03% | 233 |
|
|
2024
Q1 | $144K | Sell |
890
-95
| -10% | -$15.4K | 0.03% | 218 |
|
|
2023
Q4 | $153K | Sell |
985
-50
| -5% | -$7.74K | 0.04% | 190 |
|
|
2023
Q3 | $127K | Sell |
1,035
-74
| -7% | -$9.09K | 0.03% | 178 |
|
|
2023
Q2 | $140K | Buy |
1,109
+500
| +82% | +$63K | 0.04% | 163 |
|
|
2023
Q1 | $77.4K | Sell |
609
-100
| -14% | -$12.7K | 0.02% | 198 |
|
|
2022
Q4 | $112K | Buy |
709
+300
| +73% | +$47.4K | 0.04% | 154 |
|
|
2022
Q3 | $61K | Hold |
409
| – | – | 0.02% | 194 |
|
|
2022
Q2 | $65K | Hold |
409
| – | – | 0.02% | 194 |
|
|
2022
Q1 | $75K | Hold |
409
| – | – | 0.02% | 182 |
|
|
2021
Q4 | $82K | Buy |
+409
| New | +$82K | 0.02% | 176 |
|
|
2016
Q4 | – | Sell |
-889
| Closed | -$81K | – | 360 |
|
|
2016
Q3 | $81K | Buy |
889
+4
| +0.5% | +$364 | 0.05% | 153 |
|
|
2016
Q2 | $73K | Sell |
885
-2,254
| -72% | -$186K | 0.05% | 162 |
|
|
2016
Q1 | $265K | Buy |
3,139
+2,739
| +685% | +$231K | 0.18% | 81 |
|
|
2015
Q4 | $38K | Hold |
400
| – | – | 0.03% | 241 |
|
|
2015
Q3 | $36K | Hold |
400
| – | – | 0.02% | 253 |
|
|
2015
Q2 | $38K | Hold |
400
| – | – | 0.02% | 247 |
|
|
2015
Q1 | $37K | Hold |
400
| – | – | 0.02% | 249 |
|
|
2014
Q4 | $36K | Hold |
400
| – | – | 0.02% | 261 |
|
|
2014
Q3 | $34K | Hold |
400
| – | – | 0.02% | 282 |
|
|
2014
Q2 | $36K | Hold |
400
| – | – | 0.02% | 259 |
|
|
2014
Q1 | $35K | Hold |
400
| – | – | 0.02% | 234 |
|
|
2013
Q4 | $31K | Buy |
+400
| New | +$31K | 0.02% | 253 |
|