Dynamic Advisor Solutions’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
4,947
+453
| +10% | +$84.5K | 0.03% | 477 |
|
|
2025
Q1 | $790K | Buy |
4,494
+301
| +7% | +$52.9K | 0.03% | 475 |
|
|
2024
Q4 | $809K | Sell |
4,193
-635
| -13% | -$122K | 0.04% | 355 |
|
|
2024
Q3 | $892K | Sell |
4,828
-1,278
| -21% | -$236K | 0.03% | 483 |
|
|
2024
Q2 | $949K | Sell |
6,106
-40
| -0.7% | -$6.22K | 0.03% | 473 |
|
|
2024
Q1 | $993K | Buy |
6,146
+1,139
| +23% | +$184K | 0.03% | 449 |
|
|
2023
Q4 | $782K | Buy |
5,007
+2,956
| +144% | +$462K | 0.03% | 472 |
|
|
2023
Q3 | $252K | Sell |
2,051
-275
| -12% | -$33.8K | 0.01% | 710 |
|
|
2023
Q2 | $293K | Buy |
2,326
+631
| +37% | +$79.5K | 0.02% | 636 |
|
|
2023
Q1 | $215K | Sell |
1,695
-806
| -32% | -$102K | 0.01% | 681 |
|
|
2022
Q4 | $395K | Buy |
2,501
+517
| +26% | +$81.6K | 0.03% | 499 |
|
|
2022
Q3 | $297K | Buy |
1,984
+106
| +6% | +$15.9K | 0.02% | 531 |
|
|
2022
Q2 | $296K | Buy |
1,878
+19
| +1% | +$3K | 0.02% | 534 |
|
|
2022
Q1 | $343K | Buy |
1,859
+5
| +0.3% | +$923 | 0.02% | 529 |
|
|
2021
Q4 | $372K | Sell |
1,854
-288
| -13% | -$57.8K | 0.03% | 504 |
|
|
2021
Q3 | $419K | Buy |
2,142
+193
| +10% | +$37.8K | 0.03% | 486 |
|
|
2021
Q2 | $372K | Buy |
1,949
+22
| +1% | +$4.2K | 0.03% | 490 |
|
|
2021
Q1 | $338K | Buy |
1,927
+141
| +8% | +$24.7K | 0.03% | 473 |
|
|
2020
Q4 | $266K | Buy |
+1,786
| New | +$266K | 0.02% | 518 |
|
|
2020
Q1 | – | Sell |
-2,304
| Closed | -$368K | – | 547 |
|
|
2019
Q4 | $368K | Buy |
2,304
+550
| +31% | +$87.8K | 0.05% | 362 |
|
|
2019
Q3 | $246K | Buy |
1,754
+100
| +6% | +$14K | 0.04% | 414 |
|
|
2019
Q2 | $227K | Buy |
+1,654
| New | +$227K | 0.04% | 426 |
|
|
2017
Q2 | – | Sell |
-2,041
| Closed | -$245K | – | 226 |
|
|
2017
Q1 | $245K | Buy |
+2,041
| New | +$245K | 0.1% | 184 |
|