CreativeOne Wealth’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 | $652K | Buy |
3,496
+202
| +6% | +$37.7K | 0.02% | 666 |
|
|
2025
Q1 | $579K | Buy |
3,294
+125
| +4% | +$22K | 0.02% | 642 |
|
|
2024
Q4 | $611K | Sell |
3,169
-1,539
| -33% | -$297K | 0.02% | 632 |
|
|
2024
Q3 | $870K | Buy |
4,708
+2,110
| +81% | +$390K | 0.03% | 470 |
|
|
2024
Q2 | $404K | Sell |
2,598
-1,685
| -39% | -$262K | 0.02% | 533 |
|
|
2024
Q1 | $692K | Buy |
4,283
+2,768
| +183% | +$447K | 0.03% | 475 |
|
|
2023
Q4 | $235K | Buy |
+1,515
| New | +$235K | 0.02% | 569 |
|
|
2023
Q3 | – | Sell |
-3,438
| Closed | -$433K | – | 760 |
|
|
2023
Q2 | $433K | Buy |
3,438
+314
| +10% | +$39.5K | 0.02% | 533 |
|
|
2023
Q1 | $397K | Buy |
3,124
+170
| +6% | +$21.6K | 0.02% | 531 |
|
|
2022
Q4 | $466K | Buy |
2,954
+206
| +7% | +$32.5K | 0.03% | 451 |
|
|
2022
Q3 | $411K | Buy |
2,748
+154
| +6% | +$23K | 0.02% | 450 |
|
|
2022
Q2 | $409K | Buy |
2,594
+23
| +0.9% | +$3.63K | 0.02% | 457 |
|
|
2022
Q1 | $474K | Buy |
2,571
+5
| +0.2% | +$922 | 0.02% | 443 |
|
|
2021
Q4 | $515K | Buy |
2,566
+482
| +23% | +$96.7K | 0.03% | 447 |
|
|
2021
Q3 | $408K | Buy |
2,084
+685
| +49% | +$134K | 0.02% | 462 |
|
|
2021
Q2 | $267K | Buy |
+1,399
| New | +$267K | 0.02% | 573 |
|