Crewe 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 | $106K | Buy |
570
+19
| +3% | +$3.54K | 0.02% | 213 |
|
|
2025
Q1 | $96.9K | Sell |
551
-47
| -8% | -$8.26K | 0.01% | 205 |
|
|
2024
Q4 | $115K | Sell |
598
-280
| -32% | -$54K | 0.02% | 190 |
|
|
2024
Q3 | $162K | Sell |
878
-10
| -1% | -$1.85K | 0.02% | 171 |
|
|
2024
Q2 | $138K | Sell |
888
-1
| -0.1% | -$155 | 0.02% | 225 |
|
|
2024
Q1 | $144K | Buy |
+889
| New | +$144K | 0.02% | 221 |
|
|
2023
Q3 | – | Sell |
-791
| Closed | -$99.6K | – | 843 |
|
|
2023
Q2 | $99.6K | Sell |
791
-406
| -34% | -$51.1K | 0.01% | 204 |
|
|
2023
Q1 | $152K | Sell |
1,197
-100
| -8% | -$12.7K | 0.02% | 181 |
|
|
2022
Q4 | $205K | Buy |
1,297
+136
| +12% | +$21.5K | 0.03% | 152 |
|
|
2022
Q3 | $173K | Buy |
1,161
+35
| +3% | +$5.22K | 0.03% | 162 |
|
|
2022
Q2 | $178K | Buy |
1,126
+242
| +27% | +$38.3K | 0.04% | 146 |
|
|
2022
Q1 | $163K | Buy |
884
+65
| +8% | +$12K | 0.03% | 130 |
|
|
2021
Q4 | $164K | Buy |
819
+33
| +4% | +$6.61K | 0.03% | 99 |
|
|
2021
Q3 | $154K | Hold |
786
| – | – | 0.04% | 86 |
|
|
2021
Q2 | $150K | Hold |
786
| – | – | 0.04% | 89 |
|
|
2021
Q1 | $138K | Hold |
786
| – | – | 0.03% | 82 |
|
|
2020
Q4 | $117K | Sell |
786
-33
| -4% | -$4.91K | 0.05% | 88 |
|
|
2020
Q3 | $90K | Buy |
819
+33
| +4% | +$3.63K | 0.04% | 94 |
|
|
2020
Q2 | $83K | Hold |
786
| – | – | 0.04% | 85 |
|
|
2020
Q1 | $75K | Hold |
786
| – | – | 0.04% | 75 |
|
|
2019
Q4 | $125K | Hold |
786
| – | – | 0.05% | 69 |
|
|
2019
Q3 | $110K | Sell |
786
-146
| -16% | -$20.4K | 0.05% | 79 |
|
|
2019
Q2 | $128K | Hold |
932
| – | – | 0.04% | 101 |
|
|
2019
Q1 | $114K | Hold |
932
| – | – | 0.04% | 84 |
|
|
2018
Q4 | $109K | Hold |
932
| – | – | 0.03% | 76 |
|
|
2018
Q3 | $127K | Hold |
932
| – | – | 0.11% | 71 |
|
|
2018
Q2 | $126K | Hold |
932
| – | – | 0.12% | 69 |
|
|
2018
Q1 | $141K | Hold |
932
| – | – | 0.14% | 62 |
|
|
2017
Q4 | $134K | Buy |
+932
| New | +$134K | 0.13% | 62 |
|