Dougherty Wealth Advisers’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 | $218K | Hold |
1,168
| – | – | 0.14% | 34 |
|
|
2025
Q1 | $205K | Hold |
1,168
| – | – | 0.15% | 38 |
|
|
2024
Q4 | $225K | Hold |
1,168
| – | – | 0.17% | 36 |
|
|
2024
Q3 | $216K | Hold |
1,168
| – | – | 0.17% | 37 |
|
|
2024
Q2 | $182K | Hold |
1,168
| – | – | 0.16% | 39 |
|
|
2024
Q1 | $189K | Hold |
1,168
| – | – | 0.17% | 38 |
|
|
2023
Q4 | $181K | Hold |
1,168
| – | – | 0.17% | 42 |
|
|
2023
Q3 | $143K | Hold |
1,168
| – | – | 0.17% | 41 |
|
|
2023
Q2 | $147K | Hold |
1,168
| – | – | 0.2% | 41 |
|
|
2023
Q1 | $148K | Hold |
1,168
| – | – | 0.22% | 40 |
|
|
2022
Q4 | $184K | Hold |
1,168
| – | – | 0.3% | 40 |
|
|
2022
Q3 | $175K | Hold |
1,168
| – | – | 0.35% | 34 |
|
|
2022
Q2 | $184K | Hold |
1,168
| – | – | 0.34% | 32 |
|
|
2022
Q1 | $215K | Hold |
1,168
| – | – | 0.32% | 34 |
|
|
2021
Q4 | $234K | Hold |
1,168
| – | – | 0.33% | 35 |
|
|
2021
Q3 | $229K | Hold |
1,168
| – | – | 0.34% | 32 |
|
|
2021
Q2 | $223K | Hold |
1,168
| – | – | 0.33% | 35 |
|
|
2021
Q1 | $205K | Hold |
1,168
| – | – | 0.31% | 34 |
|
|
2020
Q4 | $174K | Hold |
1,168
| – | – | 0.27% | 39 |
|
|
2020
Q3 | $128K | Hold |
1,168
| – | – | 0.44% | 44 |
|
|
2020
Q2 | $123K | Hold |
1,168
| – | – | 0.45% | 46 |
|
|
2020
Q1 | $112K | Hold |
1,168
| – | – | 0.45% | 46 |
|
|
2019
Q4 | $186K | Hold |
1,168
| – | – | 0.57% | 39 |
|
|
2019
Q3 | $164K | Hold |
1,168
| – | – | 0.54% | 41 |
|
|
2019
Q2 | $160K | Hold |
1,168
| – | – | 0.45% | 48 |
|
|
2019
Q1 | $143K | Hold |
1,168
| – | – | 0.48% | 42 |
|
|
2018
Q4 | $143K | Buy |
+1,168
| New | +$143K | 0.47% | 45 |
|