Concord Wealth Partners’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 | $31.5K | Buy |
169
+100
| +145% | +$18.6K | ﹤0.01% | 400 |
|
2025
Q1 | $12.1K | Sell |
69
-141
| -67% | -$24.8K | ﹤0.01% | 490 |
|
2024
Q4 | $40.4K | Buy |
210
+2
| +1% | +$385 | 0.01% | 362 |
|
2024
Q3 | $38.5K | Sell |
208
-30
| -13% | -$5.55K | 0.01% | 371 |
|
2024
Q2 | $36.9K | Sell |
238
-227
| -49% | -$35.2K | 0.01% | 345 |
|
2024
Q1 | $75.1K | Sell |
465
-81
| -15% | -$13.1K | 0.01% | 300 |
|
2023
Q4 | $84.6K | Sell |
546
-169
| -24% | -$26.2K | 0.02% | 292 |
|
2023
Q3 | $87.8K | Buy |
715
+10
| +1% | +$1.23K | 0.02% | 301 |
|
2023
Q2 | $88.8K | Buy |
705
+167
| +31% | +$21K | 0.02% | 290 |
|
2023
Q1 | $68.3K | Sell |
538
-388
| -42% | -$49.3K | 0.02% | 305 |
|
2022
Q4 | $146K | Sell |
926
-1,487
| -62% | -$235K | 0.04% | 198 |
|
2022
Q3 | $361K | Sell |
2,413
-274
| -10% | -$41K | 0.11% | 115 |
|
2022
Q2 | $424K | Sell |
2,687
-136
| -5% | -$21.5K | 0.12% | 114 |
|
2022
Q1 | $521K | Buy |
2,823
+287
| +11% | +$53K | 0.13% | 100 |
|
2021
Q4 | $509K | Buy |
2,536
+1,711
| +207% | +$343K | 0.12% | 100 |
|
2021
Q3 | $161K | Sell |
825
-1,329
| -62% | -$259K | 0.07% | 104 |
|
2021
Q2 | $411K | Buy |
2,154
+663
| +44% | +$127K | 0.12% | 78 |
|
2021
Q1 | $262K | Buy |
1,491
+1,353
| +980% | +$238K | 0.09% | 106 |
|
2020
Q4 | $21K | Buy |
+138
| New | +$21K | 0.02% | 303 |
|