Burt Wealth Advisors’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 | $223K | Hold |
1,197
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $210K | Hold |
1,197
| – | – | 0.05% | 108 |
|
|
2024
Q4 | $231K | Hold |
1,197
| – | – | 0.06% | 107 |
|
|
2024
Q3 | $221K | Buy |
+1,197
| New | +$221K | 0.05% | 113 |
|
|
2022
Q2 | – | Sell |
-1,197
| Closed | -$221K | – | 100 |
|
|
2022
Q1 | $221K | Buy |
1,197
+52
| +5% | +$9.6K | 0.07% | 96 |
|
|
2021
Q4 | $230K | Hold |
1,145
| – | – | 0.08% | 86 |
|
|
2021
Q3 | $224K | Hold |
1,145
| – | – | 0.07% | 94 |
|
|
2021
Q2 | $218K | Hold |
1,145
| – | – | 0.08% | 90 |
|
|
2021
Q1 | $201K | Hold |
1,145
| – | – | 0.07% | 90 |
|
|
2020
Q4 | $171K | Sell |
1,145
-55
| -5% | -$8.21K | 0.06% | 97 |
|
|
2020
Q3 | $132K | Hold |
1,200
| – | – | 0.05% | 102 |
|
|
2020
Q2 | $126K | Buy |
1,200
+534
| +80% | +$56.1K | 0.05% | 106 |
|
|
2020
Q1 | $64K | Buy |
666
+55
| +9% | +$5.29K | 0.03% | 146 |
|
|
2019
Q4 | $98K | Sell |
611
-350
| -36% | -$56.1K | 0.04% | 126 |
|
|
2019
Q3 | $135K | Hold |
961
| – | – | 0.06% | 104 |
|
|
2019
Q2 | $132K | Buy |
961
+474
| +97% | +$65.1K | 0.06% | 106 |
|
|
2019
Q1 | $60K | Hold |
487
| – | – | 0.03% | 163 |
|
|
2018
Q4 | $57K | Sell |
487
-277
| -36% | -$32.4K | 0.03% | 164 |
|
|
2018
Q3 | $104K | Hold |
764
| – | – | 0.05% | 131 |
|
|
2018
Q2 | $103K | Hold |
764
| – | – | 0.05% | 123 |
|
|
2018
Q1 | $116K | Hold |
764
| – | – | 0.06% | 117 |
|
|
2017
Q4 | $110K | Hold |
764
| – | – | 0.07% | 119 |
|
|
2017
Q3 | $103K | Hold |
764
| – | – | 0.07% | 124 |
|
|
2017
Q2 | $95K | Hold |
764
| – | – | 0.07% | 122 |
|
|
2017
Q1 | $92K | Hold |
764
| – | – | 0.07% | 117 |
|
|
2016
Q4 | $89K | Hold |
764
| – | – | 0.08% | 124 |
|
|
2016
Q3 | $68K | Hold |
764
| – | – | 0.07% | 135 |
|
|
2016
Q2 | $62K | Hold |
764
| – | – | 0.07% | 137 |
|
|
2016
Q1 | $65K | Buy |
764
+137
| +22% | +$11.7K | 0.06% | 144 |
|
|
2015
Q4 | $55K | Hold |
627
| – | – | 0.04% | 140 |
|
|
2015
Q3 | $55K | Hold |
627
| – | – | 0.07% | 128 |
|
|
2015
Q2 | $60K | Hold |
627
| – | – | 0.07% | 139 |
|
|
2015
Q1 | $58K | Hold |
627
| – | – | 0.06% | 128 |
|
|
2014
Q4 | $57K | Buy |
+627
| New | +$57K | 0.06% | 131 |
|