CIA
Choate Investment Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
10,665
+1,845
| +21% | +$344K | 0.04% | 138 |
|
|
2025
Q1 | $1.55M | Sell |
8,820
-26
| -0.3% | -$4.57K | 0.04% | 152 |
|
|
2024
Q4 | $1.71M | Buy |
8,846
+207
| +2% | +$39.9K | 0.04% | 149 |
|
|
2024
Q3 | $1.6M | Sell |
8,639
-94
| -1% | -$17.4K | 0.04% | 152 |
|
|
2024
Q2 | $1.36M | Sell |
8,733
-55
| -0.6% | -$8.55K | 0.04% | 163 |
|
|
2024
Q1 | $1.42M | Buy |
8,788
+158
| +2% | +$25.5K | 0.04% | 164 |
|
|
2023
Q4 | $1.34M | Buy |
8,630
+236
| +3% | +$36.5K | 0.04% | 155 |
|
|
2023
Q3 | $1.03M | Sell |
8,394
-609
| -7% | -$74.8K | 0.04% | 156 |
|
|
2023
Q2 | $1.13M | Buy |
9,003
+2,151
| +31% | +$271K | 0.05% | 129 |
|
|
2023
Q1 | $871K | Sell |
6,852
-211
| -3% | -$26.8K | 0.04% | 136 |
|
|
2022
Q4 | $1.12M | Buy |
7,063
+176
| +3% | +$27.8K | 0.07% | 113 |
|
|
2022
Q3 | $1.03M | Hold |
6,887
| – | – | 0.07% | 111 |
|
|
2022
Q2 | $1.09M | Sell |
6,887
-3
| -0% | -$474 | 0.07% | 113 |
|
|
2022
Q1 | $1.27M | Sell |
6,890
-180
| -3% | -$33.2K | 0.07% | 124 |
|
|
2021
Q4 | $1.42M | Buy |
7,070
+66
| +0.9% | +$13.2K | 0.08% | 104 |
|
|
2021
Q3 | $1.37M | Sell |
7,004
-411
| -6% | -$80.4K | 0.09% | 97 |
|
|
2021
Q2 | $1.41M | Sell |
7,415
-80
| -1% | -$15.3K | 0.09% | 96 |
|
|
2021
Q1 | $1.32M | Sell |
7,495
-247
| -3% | -$43.3K | 0.08% | 98 |
|
|
2020
Q4 | $1.15M | Hold |
7,742
| – | – | 0.07% | 96 |
|
|
2020
Q3 | $851K | Sell |
7,742
-260
| -3% | -$28.6K | 0.06% | 111 |
|
|
2020
Q2 | $842K | Hold |
8,002
| – | – | 0.06% | 113 |
|
|
2020
Q1 | $766K | Hold |
8,002
| – | – | 0.06% | 118 |
|
|
2019
Q4 | $1.28M | Sell |
8,002
-20
| -0.2% | -$3.19K | 0.08% | 100 |
|
|
2019
Q3 | $1.12M | Sell |
8,022
-2
| -0% | -$280 | 0.07% | 106 |
|
|
2019
Q2 | $1.1M | Hold |
8,024
| – | – | 0.07% | 108 |
|
|
2019
Q1 | $984K | Buy |
8,024
+1,430
| +22% | +$175K | 0.06% | 115 |
|
|
2018
Q4 | $771K | Sell |
6,594
-10
| -0.2% | -$1.17K | 0.05% | 121 |
|
|
2018
Q3 | $899K | Sell |
6,604
-185
| -3% | -$25.2K | 0.05% | 104 |
|
|
2018
Q2 | $917K | Sell |
6,789
-190
| -3% | -$25.7K | 0.05% | 121 |
|
|
2018
Q1 | $1.06M | Sell |
6,979
-255
| -4% | -$38.6K | 0.06% | 115 |
|
|
2017
Q4 | $1.04M | Hold |
7,234
| – | – | 0.05% | 124 |
|
|
2017
Q3 | $975K | Sell |
7,234
-65
| -0.9% | -$8.76K | 0.05% | 126 |
|
|
2017
Q2 | $911K | Hold |
7,299
| – | – | 0.05% | 126 |
|
|
2017
Q1 | $878K | Sell |
7,299
-135
| -2% | -$16.2K | 0.05% | 126 |
|
|
2016
Q4 | $869K | Hold |
7,434
| – | – | 0.06% | 120 |
|
|
2016
Q3 | $670K | Sell |
7,434
-753
| -9% | -$67.8K | 0.04% | 135 |
|
|
2016
Q2 | $666K | Sell |
8,187
-423
| -5% | -$34.4K | 0.05% | 127 |
|
|
2016
Q1 | $728K | Buy |
8,610
+2,302
| +36% | +$195K | 0.05% | 122 |
|
|
2015
Q4 | $575K | Sell |
6,308
-1,553
| -20% | -$142K | 0.04% | 159 |
|
|
2015
Q3 | $701K | Buy |
7,861
+1,691
| +27% | +$151K | 0.05% | 130 |
|
|
2015
Q2 | $590K | Hold |
6,170
| – | – | 0.03% | 147 |
|
|
2015
Q1 | $575K | Sell |
6,170
-138
| -2% | -$12.9K | 0.03% | 158 |
|
|
2014
Q4 | $575K | Hold |
6,308
| – | – | 0.03% | 160 |
|
|
2014
Q3 | $540K | Sell |
6,308
-395
| -6% | -$33.8K | 0.03% | 168 |
|
|
2014
Q2 | $597K | Buy |
6,703
+841
| +14% | +$74.9K | 0.04% | 160 |
|
|
2014
Q1 | $510K | Sell |
5,862
-431
| -7% | -$37.5K | 0.03% | 175 |
|
|
2013
Q4 | $488K | Sell |
6,293
-276
| -4% | -$21.4K | 0.03% | 178 |
|
|
2013
Q3 | $476K | Buy |
6,569
+284
| +5% | +$20.6K | 0.04% | 171 |
|
|
2013
Q2 | $458K | Buy |
+6,285
| New | +$458K | 0.04% | 172 |
|