Cardinal Strategic Wealth Guidance’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,875
| Closed | -$1.06M | – | 66 |
|
|
2023
Q4 | $1.06M | Hold |
6,875
| – | – | 0.42% | 25 |
|
|
2023
Q3 | $844K | Hold |
6,875
| – | – | 0.39% | 26 |
|
|
2023
Q2 | $866K | Hold |
6,875
| – | – | 0.38% | 26 |
|
|
2023
Q1 | $874K | Sell |
6,875
-600
| -8% | -$76.3K | 0.41% | 26 |
|
|
2022
Q4 | $1.18M | Sell |
7,475
-20
| -0.3% | -$3.16K | 0.57% | 28 |
|
|
2022
Q3 | $1.12M | Hold |
7,495
| – | – | 0.6% | 21 |
|
|
2022
Q2 | $1.18M | Hold |
7,495
| – | – | 0.6% | 21 |
|
|
2022
Q1 | $1.38M | Sell |
7,495
-30
| -0.4% | -$5.53K | 0.63% | 21 |
|
|
2021
Q4 | $1.51M | Sell |
7,525
-290
| -4% | -$58.2K | 0.7% | 20 |
|
|
2021
Q3 | $1.53M | Sell |
7,815
-530
| -6% | -$104K | 0.8% | 19 |
|
|
2021
Q2 | $1.59M | Sell |
8,345
-910
| -10% | -$174K | 0.84% | 21 |
|
|
2021
Q1 | $1.62M | Sell |
9,255
-1,480
| -14% | -$260K | 0.95% | 19 |
|
|
2020
Q4 | $1.6M | Hold |
10,735
| – | – | 0.95% | 13 |
|
|
2020
Q3 | $1.18M | Buy |
10,735
+43
| +0.4% | +$4.73K | 0.83% | 15 |
|
|
2020
Q2 | $1.13M | Hold |
10,692
| – | – | 0.84% | 16 |
|
|
2020
Q1 | $1.02M | Sell |
10,692
-940
| -8% | -$89.9K | 0.94% | 13 |
|
|
2019
Q4 | $1.86M | Buy |
+11,632
| New | +$1.86M | 1.6% | 11 |
|