EP Wealth Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
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|
2025
Q1 | $836K | Buy |
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|
2024
Q4 | $891K | Sell |
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|
2024
Q3 | $946K | Buy |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $262K | Sell |
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|
2019
Q1 | $237K | Sell |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $401K | Buy |
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|
2018
Q2 | $354K | Buy |
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|
2018
Q1 | $385K | Buy |
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|
2017
Q4 | $241K | Sell |
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|
2017
Q3 | $234K | Buy |
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|
2017
Q2 | $205K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $10M | Sell |
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|
2015
Q4 | $12M | Sell |
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|
2015
Q3 | $14.7M | Sell |
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|
2015
Q2 | $15.8M | Buy |
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|
2015
Q1 | $15.3M | Buy |
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|
2014
Q4 | $14.7M | Buy |
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|
2014
Q3 | $13.6M | Buy |
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|
2014
Q2 | $13.3M | Buy |
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|
2014
Q1 | $12.5M | Buy |
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|
2013
Q4 | $10.8M | Buy |
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|
2013
Q3 | $9.53M | Buy |
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|
2013
Q2 | $9.1M | Buy |
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