GA
Geller Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $715K | Buy |
3,710
+2
| +0.1% | +$386 | 0.05% | 92 |
|
|
2024
Q3 | $685K | Sell |
3,708
-659
| -15% | -$122K | 0.05% | 101 |
|
|
2024
Q2 | $679K | Buy |
4,367
+9
| +0.2% | +$1.4K | 0.05% | 107 |
|
|
2024
Q1 | $704K | Buy |
4,358
+135
| +3% | +$21.8K | 0.06% | 101 |
|
|
2023
Q4 | $654K | Sell |
4,223
-104
| -2% | -$16.1K | 0.06% | 97 |
|
|
2023
Q3 | $531K | Sell |
4,327
-349
| -7% | -$42.8K | 0.06% | 108 |
|
|
2023
Q2 | $589K | Buy |
4,676
+2,113
| +82% | +$266K | 0.07% | 92 |
|
|
2023
Q1 | $326K | Buy |
2,563
+579
| +29% | +$73.6K | 0.05% | 112 |
|
|
2022
Q4 | $313K | Buy |
1,984
+328
| +20% | +$51.8K | 0.05% | 90 |
|
|
2022
Q3 | $247K | Hold |
1,656
| – | – | 0.05% | 103 |
|
|
2022
Q2 | $261K | Hold |
1,656
| – | – | 0.05% | 104 |
|
|
2022
Q1 | $305K | Buy |
1,656
+77
| +5% | +$14.2K | 0.06% | 109 |
|
|
2021
Q4 | $317K | Sell |
1,579
-10
| -0.6% | -$2.01K | 0.06% | 112 |
|
|
2021
Q3 | $311K | Buy |
1,589
+100
| +7% | +$19.6K | 0.07% | 103 |
|
|
2021
Q2 | $284K | Buy |
1,489
+22
| +1% | +$4.2K | 0.06% | 99 |
|
|
2021
Q1 | $257K | Buy |
1,467
+510
| +53% | +$89.3K | 0.06% | 96 |
|
|
2020
Q4 | $223K | Buy |
+957
| New | +$223K | 0.06% | 103 |
|