EWM
Evercore Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Hold |
8,132
| – | – | 0.02% | 182 |
|
|
2025
Q1 | $1.43M | Sell |
8,132
-400
| -5% | -$70.3K | 0.02% | 185 |
|
|
2024
Q4 | $1.65M | Buy |
8,532
+152
| +2% | +$29.3K | 0.02% | 177 |
|
|
2024
Q3 | $1.55M | Buy |
8,380
+276
| +3% | +$51K | 0.02% | 183 |
|
|
2024
Q2 | $1.26M | Sell |
8,104
-388
| -5% | -$60.3K | 0.02% | 201 |
|
|
2024
Q1 | $1.37M | Sell |
8,492
-331
| -4% | -$53.5K | 0.02% | 193 |
|
|
2023
Q4 | $1.37M | Sell |
8,823
-575
| -6% | -$89K | 0.02% | 191 |
|
|
2023
Q3 | $1.15M | Buy |
9,398
+215
| +2% | +$26.4K | 0.02% | 204 |
|
|
2023
Q2 | $1.16M | Sell |
9,183
-39
| -0.4% | -$4.91K | 0.02% | 204 |
|
|
2023
Q1 | $1.17M | Sell |
9,222
-17
| -0.2% | -$2.16K | 0.02% | 200 |
|
|
2022
Q4 | $1.46M | Buy |
9,239
+145
| +2% | +$22.9K | 0.03% | 176 |
|
|
2022
Q3 | $1.36M | Buy |
9,094
+235
| +3% | +$35.1K | 0.03% | 173 |
|
|
2022
Q2 | $1.4M | Sell |
8,859
-48
| -0.5% | -$7.58K | 0.03% | 178 |
|
|
2022
Q1 | $1.64M | Hold |
8,907
| – | – | 0.03% | 177 |
|
|
2021
Q4 | $1.79M | Sell |
8,907
-400
| -4% | -$80.2K | 0.03% | 173 |
|
|
2021
Q3 | $1.82M | Sell |
9,307
-104
| -1% | -$20.3K | 0.03% | 173 |
|
|
2021
Q2 | $1.8M | Sell |
9,411
-161
| -2% | -$30.7K | 0.03% | 178 |
|
|
2021
Q1 | $1.68M | Sell |
9,572
-699
| -7% | -$123K | 0.03% | 183 |
|
|
2020
Q4 | $1.53M | Sell |
10,271
-386
| -4% | -$57.5K | 0.03% | 178 |
|
|
2020
Q3 | $1.17M | Sell |
10,657
-504
| -5% | -$55.4K | 0.03% | 181 |
|
|
2020
Q2 | $1.17M | Sell |
11,161
-1,787
| -14% | -$188K | 0.03% | 181 |
|
|
2020
Q1 | $1.24M | Sell |
12,948
-829
| -6% | -$79.4K | 0.04% | 165 |
|
|
2019
Q4 | $2.2M | Sell |
13,777
-259
| -2% | -$41.4K | 0.06% | 146 |
|
|
2019
Q3 | $1.97M | Sell |
14,036
-1,306
| -9% | -$183K | 0.06% | 150 |
|
|
2019
Q2 | $2.11M | Buy |
15,342
+1,558
| +11% | +$214K | 0.06% | 148 |
|
|
2019
Q1 | $1.69M | Buy |
13,784
+1,008
| +8% | +$124K | 0.05% | 161 |
|
|
2018
Q4 | $1.49M | Buy |
12,776
+656
| +5% | +$76.7K | 0.06% | 155 |
|
|
2018
Q3 | $1.65M | Sell |
12,120
-87
| -0.7% | -$11.9K | 0.05% | 164 |
|
|
2018
Q2 | $1.65M | Buy |
12,207
+201
| +2% | +$27.2K | 0.06% | 156 |
|
|
2018
Q1 | $1.82M | Hold |
12,006
| – | – | 0.07% | 139 |
|
|
2017
Q4 | $1.73M | Sell |
12,006
-167
| -1% | -$24.1K | 0.06% | 149 |
|
|
2017
Q3 | $1.64M | Buy |
12,173
+131
| +1% | +$17.6K | 0.06% | 150 |
|
|
2017
Q2 | $1.5M | Sell |
12,042
-250
| -2% | -$31.2K | 0.06% | 158 |
|
|
2017
Q1 | $1.48M | Buy |
12,292
+423
| +4% | +$50.9K | 0.06% | 157 |
|
|
2016
Q4 | $1.39M | Sell |
11,869
-515
| -4% | -$60.2K | 0.06% | 158 |
|
|
2016
Q3 | $1.12M | Sell |
12,384
-365
| -3% | -$32.9K | 0.05% | 171 |
|
|
2016
Q2 | $1.04M | Sell |
12,749
-74
| -0.6% | -$6.03K | 0.05% | 170 |
|
|
2016
Q1 | $1.08M | Sell |
12,823
-1,586
| -11% | -$134K | 0.05% | 169 |
|
|
2015
Q4 | $1.37M | Buy |
14,409
+746
| +5% | +$71.1K | 0.06% | 155 |
|
|
2015
Q3 | $1.22M | Buy |
13,663
+579
| +4% | +$51.8K | 0.06% | 170 |
|
|
2015
Q2 | $1.25M | Buy |
13,084
+1,721
| +15% | +$165K | 0.06% | 176 |
|
|
2015
Q1 | $1.06M | Sell |
11,363
-2,424
| -18% | -$226K | 0.05% | 184 |
|
|
2014
Q4 | $1.26M | Buy |
13,787
+50
| +0.4% | +$4.57K | 0.06% | 155 |
|
|
2014
Q3 | $1.18M | Buy |
13,737
+1,779
| +15% | +$152K | 0.06% | 174 |
|
|
2014
Q2 | $1.07M | Sell |
11,958
-1,717
| -13% | -$153K | 0.06% | 179 |
|
|
2014
Q1 | $1.19M | Buy |
13,675
+1,549
| +13% | +$135K | 0.07% | 167 |
|
|
2013
Q4 | $941K | Buy |
12,126
+1,938
| +19% | +$150K | 0.05% | 198 |
|
|
2013
Q3 | $736K | Buy |
10,188
+150
| +1% | +$10.8K | 0.04% | 234 |
|
|
2013
Q2 | $731K | Buy |
+10,038
| New | +$731K | 0.04% | 238 |
|