Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,808
| Closed | -$899K | – | 105 |
|
|
2023
Q4 | $899K | Sell |
5,808
-26,875
| -82% | -$4.16M | 0.12% | 70 |
|
|
2023
Q3 | $4.01M | Buy |
32,683
+1,292
| +4% | +$159K | 0.62% | 46 |
|
|
2023
Q2 | $3.95M | Sell |
31,391
-1,882
| -6% | -$237K | 0.53% | 47 |
|
|
2023
Q1 | $4.23M | Buy |
33,273
+30,092
| +946% | +$3.82M | 0.61% | 43 |
|
|
2022
Q4 | $502K | Buy |
3,181
+202
| +7% | +$31.9K | 0.07% | 110 |
|
|
2022
Q3 | $445K | Buy |
2,979
+2,545
| +586% | +$380K | 0.07% | 109 |
|
|
2022
Q2 | $68K | Buy |
434
+4
| +0.9% | +$627 | 0.01% | 201 |
|
|
2022
Q1 | $79K | Buy |
430
+3
| +0.7% | +$551 | 0.01% | 178 |
|
|
2021
Q4 | $85K | Buy |
+427
| New | +$85K | 0.01% | 152 |
|
|
2021
Q1 | – | Sell |
-416
| Closed | -$62K | – | 387 |
|
|
2020
Q4 | $62K | Buy |
+416
| New | +$62K | 0.04% | 141 |
|