Buckley 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 | – | Sell |
-3,884
| Closed | -$494K | – | 130 |
|
|
2023
Q1 | $494K | Sell |
3,884
-33
| -0.8% | -$4.19K | 0.18% | 82 |
|
|
2022
Q4 | $619K | Buy |
3,917
+35
| +0.9% | +$5.53K | 0.23% | 72 |
|
|
2022
Q3 | $580K | Sell |
3,882
-1,467
| -27% | -$219K | 0.21% | 77 |
|
|
2022
Q2 | $844K | Sell |
5,349
-302
| -5% | -$47.7K | 0.27% | 67 |
|
|
2022
Q1 | $1.04M | Buy |
5,651
+1,809
| +47% | +$334K | 0.28% | 61 |
|
|
2021
Q4 | $770K | Buy |
3,842
+2,250
| +141% | +$451K | 0.22% | 78 |
|
|
2021
Q3 | $311K | Buy |
1,592
+315
| +25% | +$61.5K | 0.1% | 106 |
|
|
2021
Q2 | $244K | Buy |
1,277
+111
| +10% | +$21.2K | 0.08% | 114 |
|
|
2021
Q1 | $205K | Sell |
1,166
-176
| -13% | -$30.9K | 0.08% | 122 |
|
|
2020
Q4 | $200K | Buy |
+1,342
| New | +$200K | 0.08% | 118 |
|
|
2020
Q3 | – | Sell |
-2,544
| Closed | -$268K | – | 123 |
|
|
2020
Q2 | $268K | Sell |
2,544
-2,627
| -51% | -$277K | 0.12% | 109 |
|
|
2020
Q1 | $495K | Buy |
5,171
+1,891
| +58% | +$181K | 0.27% | 74 |
|
|
2019
Q4 | $524K | Sell |
3,280
-159
| -5% | -$25.4K | 0.24% | 79 |
|
|
2019
Q3 | $482K | Sell |
3,439
-366
| -10% | -$51.3K | 0.24% | 82 |
|
|
2019
Q2 | $522K | Buy |
3,805
+109
| +3% | +$15K | 0.24% | 81 |
|
|
2019
Q1 | $453K | Buy |
+3,696
| New | +$453K | 0.21% | 94 |
|