Carson Wealth (CWM LLC)’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 | $13.7M | Buy |
73,671
+49,995
| +211% | +$9.32M | 0.05% | 315 |
|
|
2025
Q1 | $4.16M | Buy |
23,676
+7,931
| +50% | +$1.39M | 0.02% | 581 |
|
|
2024
Q4 | $3.04M | Buy |
15,745
+2,637
| +20% | +$508K | 0.01% | 620 |
|
|
2024
Q3 | $2.42M | Buy |
13,108
+1,681
| +15% | +$311K | 0.01% | 641 |
|
|
2024
Q2 | $1.78M | Buy |
11,427
+207
| +2% | +$32.2K | 0.01% | 674 |
|
|
2024
Q1 | $1.81M | Sell |
11,220
-1,187
| -10% | -$192K | 0.01% | 651 |
|
|
2023
Q4 | $1.92M | Sell |
12,407
-286
| -2% | -$44.3K | 0.01% | 582 |
|
|
2023
Q3 | $1.56M | Buy |
12,693
+194
| +2% | +$23.8K | 0.01% | 605 |
|
|
2023
Q2 | $1.57M | Buy |
12,499
+1,237
| +11% | +$156K | 0.01% | 574 |
|
|
2023
Q1 | $1.43M | Sell |
11,262
-1,234
| -10% | -$157K | 0.01% | 552 |
|
|
2022
Q4 | $1.97M | Sell |
12,496
-2,703
| -18% | -$427K | 0.01% | 448 |
|
|
2022
Q3 | $2.27M | Buy |
15,199
+3,429
| +29% | +$512K | 0.02% | 400 |
|
|
2022
Q2 | $1.86M | Buy |
11,770
+4,995
| +74% | +$788K | 0.01% | 420 |
|
|
2022
Q1 | $1.25M | Buy |
6,775
+874
| +15% | +$161K | 0.01% | 507 |
|
|
2021
Q4 | $1.18M | Buy |
+5,901
| New | +$1.18M | 0.01% | 547 |
|
|
2021
Q2 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2021
Q1 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2020
Q4 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2020
Q3 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2020
Q2 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2020
Q1 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2019
Q4 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2019
Q3 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2019
Q2 | $945K | Hold |
4,953
| – | – | 0.01% | 567 |
|
|
2019
Q1 | $945K | Buy |
4,953
+3,736
| +307% | +$713K | 0.01% | 567 |
|
|
2018
Q4 | $142K | Sell |
1,217
-285
| -19% | -$33.3K | ﹤0.01% | 665 |
|
|
2018
Q3 | $205K | Buy |
1,502
+145
| +11% | +$19.8K | 0.01% | 511 |
|
|
2018
Q2 | $183K | Buy |
1,357
+19
| +1% | +$2.56K | 0.01% | 432 |
|
|
2018
Q1 | $202K | Buy |
1,338
+21
| +2% | +$3.17K | 0.01% | 359 |
|
|
2017
Q4 | $190K | Sell |
1,317
-36
| -3% | -$5.19K | 0.01% | 350 |
|
|
2017
Q3 | $182K | Buy |
1,353
+311
| +30% | +$41.8K | 0.01% | 337 |
|
|
2017
Q2 | $130K | Hold |
1,042
| – | – | 0.01% | 357 |
|
|
2017
Q1 | $125K | Sell |
1,042
-314
| -23% | -$37.7K | 0.01% | 341 |
|
|
2016
Q4 | $159K | Buy |
1,356
+1,084
| +399% | +$127K | 0.01% | 294 |
|
|
2016
Q3 | $25K | Buy |
272
+72
| +36% | +$6.62K | ﹤0.01% | 520 |
|
|
2016
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 491 |
|
|
2016
Q1 | $17K | Sell |
200
-34
| -15% | -$2.89K | ﹤0.01% | 464 |
|
|
2015
Q4 | $22K | Buy |
234
+34
| +17% | +$3.2K | ﹤0.01% | 389 |
|
|
2015
Q3 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 377 |
|
|
2014
Q1 | – | Sell |
-1,954
| Closed | -$152K | – | 368 |
|
|
2013
Q4 | $152K | Buy |
1,954
+454
| +30% | +$35.3K | 0.02% | 168 |
|
|
2013
Q3 | $109K | Buy |
+1,500
| New | +$109K | 0.03% | 148 |
|