BSW Wealth Partners’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $707K | Buy |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $504K | Buy |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $685K | Buy |
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|
2021
Q2 | $661K | Buy |
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|
2021
Q1 | $557K | Buy |
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|
2020
Q4 | $336K | Sell |
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|
2020
Q3 | $330K | Buy |
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|
2020
Q2 | $308K | Buy |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $436K | Buy |
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|
2019
Q3 | $379K | Buy |
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|
2019
Q2 | $359K | Buy |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | $298K | Hold |
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|
2018
Q3 | $347K | Hold |
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|
2018
Q2 | $345K | Hold |
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|
2018
Q1 | $386K | Sell |
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|
2017
Q4 | $373K | Hold |
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|
2017
Q3 | $348K | Hold |
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|
2017
Q2 | $323K | Buy |
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