Compass 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 | $1.12M | Hold |
6,032
| – | – | 0.27% | 84 |
|
|
2025
Q1 | $1.06M | Sell |
6,032
-735
| -11% | -$129K | 0.27% | 80 |
|
|
2024
Q4 | $1.3M | Hold |
6,767
| – | – | 0.31% | 78 |
|
|
2024
Q3 | $1.25M | Sell |
6,767
-250
| -4% | -$46.2K | 0.29% | 78 |
|
|
2024
Q2 | $1.09M | Hold |
7,017
| – | – | 0.27% | 82 |
|
|
2024
Q1 | $1.13M | Sell |
7,017
-87
| -1% | -$14.1K | 0.28% | 83 |
|
|
2023
Q4 | $1.1M | Sell |
7,104
-50
| -0.7% | -$7.74K | 0.31% | 83 |
|
|
2023
Q3 | $878K | Sell |
7,154
-400
| -5% | -$49.1K | 0.28% | 90 |
|
|
2023
Q2 | $951K | Sell |
7,554
-879
| -10% | -$111K | 0.29% | 90 |
|
|
2023
Q1 | $1.07M | Buy |
8,433
+100
| +1% | +$12.7K | 0.34% | 84 |
|
|
2022
Q4 | $1.32M | Buy |
+8,333
| New | +$1.32M | 0.43% | 71 |
|