DBIA
Dumont & Blake Investment Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
7,876
-100
| -1% | -$18.6K | 0.38% | 72 |
|
|
2025
Q1 | $1.4M | Buy |
7,976
+45
| +0.6% | +$7.91K | 0.39% | 69 |
|
|
2024
Q4 | $1.53M | Sell |
7,931
-37
| -0.5% | -$7.14K | 0.41% | 68 |
|
|
2024
Q3 | $1.47M | Sell |
7,968
-8,000
| -50% | -$1.48M | 0.39% | 67 |
|
|
2024
Q2 | $2.48M | Buy |
15,968
+8,036
| +101% | +$1.25M | 0.35% | 75 |
|
|
2024
Q1 | $1.28M | Buy |
7,932
+27
| +0.3% | +$4.36K | 0.37% | 76 |
|
|
2023
Q4 | $1.22M | Sell |
7,905
-152
| -2% | -$23.5K | 0.38% | 69 |
|
|
2023
Q3 | $989K | Buy |
8,057
+41
| +0.5% | +$5.03K | 0.33% | 76 |
|
|
2023
Q2 | $1.01M | Buy |
8,016
+321
| +4% | +$40.4K | 0.33% | 82 |
|
|
2023
Q1 | $978K | Sell |
7,695
-85
| -1% | -$10.8K | 0.33% | 81 |
|
|
2022
Q4 | $1.23M | Sell |
7,780
-13
| -0.2% | -$2.05K | 0.44% | 69 |
|
|
2022
Q3 | $1.16M | Buy |
7,793
+9
| +0.1% | +$1.34K | 0.44% | 68 |
|
|
2022
Q2 | $1.23M | Buy |
7,784
+71
| +0.9% | +$11.2K | 0.4% | 71 |
|
|
2022
Q1 | $1.42M | Sell |
7,713
-157
| -2% | -$29K | 0.39% | 73 |
|
|
2021
Q4 | $1.58M | Sell |
7,870
-29
| -0.4% | -$5.82K | 0.41% | 65 |
|
|
2021
Q3 | $1.55M | Buy |
7,899
+20
| +0.3% | +$3.91K | 0.44% | 64 |
|
|
2021
Q2 | $1.5M | Buy |
7,879
+61
| +0.8% | +$11.6K | 0.43% | 68 |
|
|
2021
Q1 | $1.37M | Sell |
7,818
-156
| -2% | -$27.4K | 0.42% | 70 |
|
|
2020
Q4 | $1.19M | Sell |
7,974
-53
| -0.7% | -$7.9K | 0.41% | 76 |
|
|
2020
Q3 | $882K | Buy |
8,027
+71
| +0.9% | +$7.8K | 0.34% | 89 |
|
|
2020
Q2 | $837K | Buy |
7,956
+317
| +4% | +$33.4K | 0.35% | 81 |
|
|
2020
Q1 | $731K | Buy |
7,639
+280
| +4% | +$26.8K | 0.37% | 79 |
|
|
2019
Q4 | $1.18M | Buy |
7,359
+20
| +0.3% | +$3.19K | 0.46% | 65 |
|
|
2019
Q3 | $1.03M | Sell |
7,339
-11
| -0.1% | -$1.54K | 0.43% | 69 |
|
|
2019
Q2 | $1.01M | Buy |
7,350
+94
| +1% | +$12.9K | 0.42% | 72 |
|
|
2019
Q1 | $890K | Buy |
7,256
+180
| +3% | +$22.1K | 0.38% | 89 |
|
|
2018
Q4 | $827K | Sell |
7,076
-619
| -8% | -$72.3K | 0.39% | 82 |
|
|
2018
Q3 | $1.05M | Buy |
7,695
+300
| +4% | +$40.9K | 0.41% | 82 |
|
|
2018
Q2 | $999K | Sell |
7,395
-2,705
| -27% | -$365K | 0.42% | 82 |
|
|
2018
Q1 | $1.53M | Hold |
10,100
| – | – | 0.65% | 40 |
|
|
2017
Q4 | $1.46M | Sell |
10,100
-50
| -0.5% | -$7.21K | 0.59% | 48 |
|
|
2017
Q3 | $1.37M | Sell |
10,150
-50
| -0.5% | -$6.74K | 0.59% | 52 |
|
|
2017
Q2 | $1.27M | Hold |
10,200
| – | – | 0.56% | 53 |
|
|
2017
Q1 | $1.23M | Sell |
10,200
-75
| -0.7% | -$9.02K | 0.55% | 58 |
|
|
2016
Q4 | $1.2M | Buy |
10,275
+100
| +1% | +$11.7K | 0.56% | 57 |
|
|
2016
Q3 | $917K | Buy |
10,175
+900
| +10% | +$81.1K | 0.45% | 82 |
|
|
2016
Q2 | $755K | Buy |
+9,275
| New | +$755K | 0.38% | 92 |
|