Cassaday & Co Wealth Management’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 | $684K | Buy |
3,671
+89
| +2% | +$16.6K | 0.02% | 176 |
|
|
2025
Q1 | $630K | Sell |
3,582
-31
| -0.9% | -$5.45K | 0.02% | 170 |
|
|
2024
Q4 | $697K | Buy |
3,613
+7
| +0.2% | +$1.35K | 0.02% | 165 |
|
|
2024
Q3 | $667K | Buy |
3,606
+35
| +1% | +$6.47K | 0.02% | 154 |
|
|
2024
Q2 | $555K | Sell |
3,571
-17
| -0.5% | -$2.64K | 0.02% | 162 |
|
|
2024
Q1 | $580K | Sell |
3,588
-217
| -6% | -$35.1K | 0.02% | 159 |
|
|
2023
Q4 | $589K | Buy |
3,805
+36
| +1% | +$5.58K | 0.02% | 151 |
|
|
2023
Q3 | $463K | Buy |
3,769
+28
| +0.7% | +$3.44K | 0.02% | 157 |
|
|
2023
Q2 | $471K | Sell |
3,741
-8
| -0.2% | -$1.01K | 0.02% | 160 |
|
|
2023
Q1 | $476K | Sell |
3,749
-15
| -0.4% | -$1.91K | 0.02% | 155 |
|
|
2022
Q4 | $595K | Buy |
+3,764
| New | +$595K | 0.03% | 138 |
|