Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $259K | Buy |
1,342
+21
| +2% | +$4.05K | 0.09% | 102 |
|
|
2024
Q3 | $244K | Hold |
1,321
| – | – | 0.09% | 110 |
|
|
2024
Q2 | $205K | Sell |
1,321
-739
| -36% | -$115K | 0.08% | 114 |
|
|
2024
Q1 | $333K | Sell |
2,060
-709
| -26% | -$115K | 0.15% | 81 |
|
|
2023
Q4 | $429K | Sell |
2,769
-645
| -19% | -$99.9K | 0.22% | 68 |
|
|
2023
Q3 | $419K | Sell |
3,414
-60
| -2% | -$7.37K | 0.23% | 66 |
|
|
2023
Q2 | $438K | Sell |
3,474
-100
| -3% | -$12.6K | 0.24% | 67 |
|
|
2023
Q1 | $454K | Hold |
3,574
| – | – | 0.21% | 62 |
|
|
2022
Q4 | $564K | Hold |
3,574
| – | – | 0.35% | 55 |
|
|
2022
Q3 | $534K | Hold |
3,574
| – | – | 0.31% | 57 |
|
|
2022
Q2 | $564K | Sell |
3,574
-5
| -0.1% | -$789 | 0.3% | 54 |
|
|
2022
Q1 | $660K | Buy |
3,579
+265
| +8% | +$48.9K | 0.32% | 52 |
|
|
2021
Q4 | $665K | Buy |
+3,314
| New | +$665K | 0.4% | 46 |
|