Congress 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 | $34.6M | Buy |
185,495
+77,809
| +72% | +$14.5M | 0.34% | 65 |
|
|
2025
Q1 | $18.9M | Buy |
107,686
+2,998
| +3% | +$527K | 0.23% | 118 |
|
|
2024
Q4 | $20.2M | Sell |
104,688
-69,740
| -40% | -$13.4M | 0.28% | 95 |
|
|
2024
Q3 | $32.2M | Buy |
174,428
+85,348
| +96% | +$15.8M | 0.43% | 56 |
|
|
2024
Q2 | $13.9M | Buy |
89,080
+80,482
| +936% | +$12.5M | 0.22% | 133 |
|
|
2024
Q1 | $1.39M | Buy |
8,598
+1,830
| +27% | +$296K | 0.02% | 350 |
|
|
2023
Q4 | $1.05M | Buy |
6,768
+3,973
| +142% | +$615K | 0.02% | 386 |
|
|
2023
Q3 | $343K | Buy |
2,795
+945
| +51% | +$116K | 0.01% | 506 |
|
|
2023
Q2 | $233K | Sell |
1,850
-55
| -3% | -$6.93K | 0.01% | 516 |
|
|
2023
Q1 | $242K | Sell |
1,905
-328
| -15% | -$41.7K | 0.01% | 512 |
|
|
2022
Q4 | $353K | Buy |
2,233
+77
| +4% | +$12.2K | 0.01% | 456 |
|
|
2022
Q3 | $322K | Sell |
2,156
-321
| -13% | -$47.9K | 0.01% | 463 |
|
|
2022
Q2 | $390K | Sell |
2,477
-237
| -9% | -$37.3K | 0.01% | 438 |
|
|
2022
Q1 | $500K | Buy |
2,714
+378
| +16% | +$69.6K | 0.01% | 445 |
|
|
2021
Q4 | $468K | Buy |
+2,336
| New | +$468K | 0.01% | 472 |
|