Caldwell Trust’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Hold |
2,711
|
|
||||
|
2025
Q1 | $477K | Sell |
2,711
-323
|
|
||||
|
2024
Q4 | $585K | Sell |
3,034
-208
|
|
||||
|
2024
Q3 | $599K | Buy |
3,242
+151
|
|
||||
|
2024
Q2 | $481K | Sell |
3,091
-87
|
|
||||
|
2024
Q1 | $514K | Sell |
3,178
-153
|
|
||||
|
2023
Q4 | $516K | Sell |
3,331
-445
|
|
||||
|
2023
Q3 | $464K | Sell |
3,776
-51
|
|
||||
|
2023
Q2 | $482K | Sell |
3,827
-236
|
|
||||
|
2023
Q1 | $516K | Buy |
4,063
+140
|
|
||||
|
2022
Q4 | $620K | Sell |
3,923
-164
|
|
||||
|
2022
Q3 | $611K | Buy |
4,087
+187
|
|
||||
|
2022
Q2 | $615K | Sell |
3,900
-98
|
|
||||
|
2022
Q1 | $737K | Sell |
3,998
-3
|
|
||||
|
2021
Q4 | $802K | Buy |
4,001
+171
|
|
||||
|
2021
Q3 | $749K | Buy |
3,830
+132
|
|
||||
|
2021
Q2 | $705K | Sell |
3,698
-268
|
|
||||
|
2021
Q1 | $696K | Buy |
3,966
+322
|
|
||||
|
2020
Q4 | $543K | Sell |
3,644
-200
|
|
||||
|
2020
Q3 | $422K | Sell |
3,844
-1,661
|
|
||||
|
2020
Q2 | $579K | Sell |
5,505
-131
|
|
||||
|
2020
Q1 | $539K | Buy |
5,636
+262
|
|
||||
|
2019
Q4 | $858K | Buy |
+5,374
|
|