Evermay Wealth Management’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 | $25.7K | Hold |
138
| – | – | ﹤0.01% | 373 |
|
|
2025
Q1 | $24.3K | Hold |
138
| – | – | ﹤0.01% | 373 |
|
|
2024
Q4 | $26.6K | Hold |
138
| – | – | ﹤0.01% | 363 |
|
|
2024
Q3 | $25.5K | Sell |
138
-36
| -21% | -$6.66K | ﹤0.01% | 382 |
|
|
2024
Q2 | $27.1K | Hold |
174
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $28.1K | Sell |
174
-168
| -49% | -$27.1K | ﹤0.01% | 398 |
|
|
2023
Q4 | $53K | Sell |
342
-1,056
| -76% | -$164K | 0.01% | 323 |
|
|
2023
Q3 | $172K | Hold |
1,398
| – | – | 0.04% | 178 |
|
|
2023
Q2 | $176K | Sell |
1,398
-531
| -28% | -$66.9K | 0.03% | 187 |
|
|
2023
Q1 | $245K | Sell |
1,929
-152
| -7% | -$19.3K | 0.05% | 153 |
|
|
2022
Q4 | $329K | Sell |
2,081
-100
| -5% | -$15.8K | 0.07% | 128 |
|
|
2022
Q3 | $326K | Sell |
2,181
-30
| -1% | -$4.48K | 0.06% | 125 |
|
|
2022
Q2 | $349K | Sell |
2,211
-118
| -5% | -$18.6K | 0.07% | 121 |
|
|
2022
Q1 | $430K | Buy |
2,329
+60
| +3% | +$11.1K | 0.07% | 122 |
|
|
2021
Q4 | $455K | Buy |
2,269
+25
| +1% | +$5.01K | 0.08% | 102 |
|
|
2021
Q3 | $439K | Buy |
2,244
+58
| +3% | +$11.3K | 0.09% | 95 |
|
|
2021
Q2 | $417K | Sell |
2,186
-115
| -5% | -$21.9K | 0.08% | 109 |
|
|
2021
Q1 | $404K | Hold |
2,301
| – | – | 0.08% | 112 |
|
|
2020
Q4 | $343K | Hold |
2,301
| – | – | 0.08% | 123 |
|
|
2020
Q3 | $253K | Hold |
2,301
| – | – | 0.06% | 136 |
|
|
2020
Q2 | $242K | Sell |
2,301
-310
| -12% | -$32.6K | 0.06% | 133 |
|
|
2020
Q1 | $250K | Sell |
2,611
-360
| -12% | -$34.5K | 0.08% | 118 |
|
|
2019
Q4 | $474K | Buy |
2,971
+185
| +7% | +$29.5K | 0.12% | 92 |
|
|
2019
Q3 | $390K | Sell |
2,786
-164
| -6% | -$23K | 0.11% | 97 |
|
|
2019
Q2 | $405K | Sell |
2,950
-690
| -19% | -$94.7K | 0.11% | 93 |
|
|
2019
Q1 | $446K | Buy |
3,640
+570
| +19% | +$69.8K | 0.13% | 82 |
|
|
2018
Q4 | $359K | Buy |
3,070
+375
| +14% | +$43.9K | 0.12% | 86 |
|
|
2018
Q3 | $367K | Sell |
2,695
-20
| -0.7% | -$2.72K | 0.11% | 97 |
|
|
2018
Q2 | $367K | Sell |
2,715
-111
| -4% | -$15K | 0.12% | 90 |
|
|
2018
Q1 | $427K | Sell |
2,826
-1,743
| -38% | -$263K | 0.15% | 80 |
|
|
2017
Q4 | $659K | Sell |
4,569
-120
| -3% | -$17.3K | 0.24% | 51 |
|
|
2017
Q3 | $632K | Hold |
4,689
| – | – | 0.27% | 34 |
|
|
2017
Q2 | $586K | Sell |
4,689
-130
| -3% | -$16.2K | 0.26% | 33 |
|
|
2017
Q1 | $579K | Buy |
4,819
+1,591
| +49% | +$191K | 0.26% | 37 |
|
|
2016
Q4 | $378K | Hold |
3,228
| – | – | 0.18% | 43 |
|
|
2016
Q3 | $291K | Buy |
3,228
+111
| +4% | +$10K | 0.15% | 56 |
|
|
2016
Q2 | $254K | Hold |
3,117
| – | – | 0.13% | 62 |
|
|
2016
Q1 | $264K | Hold |
3,117
| – | – | 0.15% | 61 |
|
|
2015
Q4 | $297K | Buy |
3,117
+692
| +29% | +$65.9K | 0.17% | 51 |
|
|
2015
Q3 | $216K | Buy |
2,425
+113
| +5% | +$10.1K | 0.13% | 76 |
|
|
2015
Q2 | $221K | Hold |
2,312
| – | – | 0.13% | 76 |
|
|
2015
Q1 | $216K | Buy |
+2,312
| New | +$216K | 0.13% | 79 |
|