Burt Wealth Advisors’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
Q2 | $223K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $201K | Hold |
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|
2020
Q4 | $171K | Sell |
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|
2020
Q3 | $132K | Hold |
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|
2020
Q2 | $126K | Buy |
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|
2020
Q1 | $64K | Buy |
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|
2019
Q4 | $98K | Sell |
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|
2019
Q3 | $135K | Hold |
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|
2019
Q2 | $132K | Buy |
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|
2019
Q1 | $60K | Hold |
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|
2018
Q4 | $57K | Sell |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $103K | Hold |
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|
2018
Q1 | $116K | Hold |
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|
2017
Q4 | $110K | Hold |
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|
2017
Q3 | $103K | Hold |
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|
2017
Q2 | $95K | Hold |
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|
2017
Q1 | $92K | Hold |
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|
2016
Q4 | $89K | Hold |
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|
2016
Q3 | $68K | Hold |
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|
2016
Q2 | $62K | Hold |
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|
2016
Q1 | $65K | Buy |
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|
2015
Q4 | $55K | Hold |
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|
2015
Q3 | $55K | Hold |
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|
2015
Q2 | $60K | Hold |
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|
2015
Q1 | $58K | Hold |
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|
2014
Q4 | $57K | Buy |
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