Forvis Mazars Wealth Advisors’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 | $937K | Buy |
5,026
+401
| +9% | +$74.8K | 0.02% | 213 |
|
|
2025
Q1 | $813K | Buy |
4,625
+1,225
| +36% | +$215K | 0.02% | 221 |
|
|
2024
Q4 | $656K | Sell |
3,400
-57
| -2% | -$11K | 0.02% | 270 |
|
|
2024
Q3 | $639K | Buy |
3,457
+15
| +0.4% | +$2.77K | 0.01% | 280 |
|
|
2024
Q2 | $535K | Buy |
3,442
+116
| +3% | +$18K | 0.01% | 279 |
|
|
2024
Q1 | $537K | Buy |
3,326
+662
| +25% | +$107K | 0.01% | 280 |
|
|
2023
Q4 | $413K | Sell |
2,664
-75
| -3% | -$11.6K | 0.01% | 300 |
|
|
2023
Q3 | $336K | Sell |
2,739
-1,837
| -40% | -$226K | 0.01% | 315 |
|
|
2023
Q2 | $576K | Buy |
4,576
+1,711
| +60% | +$216K | 0.02% | 275 |
|
|
2023
Q1 | $364K | Sell |
2,865
-247
| -8% | -$31.4K | 0.01% | 305 |
|
|
2022
Q4 | $492K | Sell |
3,112
-38
| -1% | -$6K | 0.02% | 262 |
|
|
2022
Q3 | $471K | Hold |
3,150
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $497K | Buy |
3,150
+196
| +7% | +$30.9K | 0.02% | 253 |
|
|
2022
Q1 | $545K | Buy |
2,954
+330
| +13% | +$60.9K | 0.02% | 183 |
|
|
2021
Q4 | $526K | Hold |
2,624
| – | – | 0.02% | 179 |
|
|
2021
Q3 | $513K | Sell |
2,624
-30
| -1% | -$5.87K | 0.02% | 179 |
|
|
2021
Q2 | $506K | Sell |
2,654
-22
| -0.8% | -$4.19K | 0.02% | 172 |
|
|
2021
Q1 | $469K | Sell |
2,676
-1,109
| -29% | -$194K | 0.02% | 177 |
|
|
2020
Q4 | $564K | Sell |
3,785
-57
| -1% | -$8.49K | 0.03% | 207 |
|
|
2020
Q3 | $422K | Buy |
3,842
+89
| +2% | +$9.78K | 0.02% | 221 |
|
|
2020
Q2 | $395K | Buy |
3,753
+24
| +0.6% | +$2.53K | 0.03% | 219 |
|
|
2020
Q1 | $357K | Buy |
3,729
+1,259
| +51% | +$121K | 0.03% | 208 |
|
|
2019
Q4 | $394K | Buy |
2,470
+436
| +21% | +$69.5K | 0.03% | 214 |
|
|
2019
Q3 | $285K | Buy |
2,034
+16
| +0.8% | +$2.24K | 0.02% | 228 |
|
|
2019
Q2 | $277K | Sell |
2,018
-44
| -2% | -$6.04K | 0.02% | 224 |
|
|
2019
Q1 | $253K | Buy |
2,062
+21
| +1% | +$2.58K | 0.02% | 228 |
|
|
2018
Q4 | $239K | Sell |
2,041
-27
| -1% | -$3.16K | 0.02% | 203 |
|
|
2018
Q3 | $282K | Sell |
2,068
-1
| -0% | -$136 | 0.02% | 197 |
|
|
2018
Q2 | $280K | Sell |
2,069
-23
| -1% | -$3.11K | 0.03% | 201 |
|
|
2018
Q1 | $316K | Sell |
2,092
-237
| -10% | -$35.8K | 0.03% | 189 |
|
|
2017
Q4 | $336K | Buy |
2,329
+33
| +1% | +$4.76K | 0.03% | 187 |
|
|
2017
Q3 | $309K | Sell |
2,296
-459
| -17% | -$61.8K | 0.03% | 182 |
|
|
2017
Q2 | $344K | Buy |
2,755
+811
| +42% | +$101K | 0.04% | 175 |
|
|
2017
Q1 | $234K | Sell |
1,944
-74
| -4% | -$8.91K | 0.03% | 197 |
|
|
2016
Q4 | $236K | Buy |
+2,018
| New | +$236K | 0.03% | 185 |
|
|
2016
Q1 | – | Sell |
-4,190
| Closed | -$399K | – | 200 |
|
|
2015
Q4 | $399K | Sell |
4,190
-48
| -1% | -$4.57K | 0.06% | 123 |
|
|
2015
Q3 | $378K | Buy |
4,238
+1,966
| +87% | +$175K | 0.07% | 119 |
|
|
2015
Q2 | $217K | Buy |
2,272
+62
| +3% | +$5.92K | 0.03% | 173 |
|
|
2015
Q1 | $206K | Buy |
+2,210
| New | +$206K | 0.03% | 181 |
|