Concurrent Investment Advisors’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 | $1.23M | Sell |
6,578
-277
| -4% | -$51.6K | 0.02% | 543 |
|
|
2025
Q1 | $1.2M | Buy |
6,855
+284
| +4% | +$49.9K | 0.03% | 490 |
|
|
2024
Q4 | $1.27M | Buy |
6,571
+158
| +2% | +$30.5K | 0.03% | 430 |
|
|
2024
Q3 | $1.19M | Buy |
6,413
+2,009
| +46% | +$371K | 0.04% | 423 |
|
|
2024
Q2 | $685K | Buy |
4,404
+539
| +14% | +$83.8K | 0.02% | 514 |
|
|
2024
Q1 | $624K | Buy |
3,865
+721
| +23% | +$116K | 0.03% | 482 |
|
|
2023
Q4 | $487K | Buy |
+3,144
| New | +$487K | 0.02% | 500 |
|