Geneos 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 | $481K | Sell |
2,580
-4,304
| -63% | -$802K | 0.01% | 723 |
|
|
2025
Q1 | $1.21M | Buy |
6,884
+4,502
| +189% | +$791K | 0.02% | 616 |
|
|
2024
Q4 | $459K | Buy |
2,382
+38
| +2% | +$7.33K | 0.02% | 613 |
|
|
2024
Q3 | $433K | Buy |
2,344
+964
| +70% | +$178K | 0.02% | 593 |
|
|
2024
Q2 | $215K | Sell |
1,380
-211
| -13% | -$32.8K | 0.01% | 690 |
|
|
2024
Q1 | $257K | Sell |
1,591
-20
| -1% | -$3.23K | 0.01% | 639 |
|
|
2023
Q4 | $249K | Sell |
1,611
-211
| -12% | -$32.7K | 0.01% | 618 |
|
|
2023
Q3 | $224K | Sell |
1,822
-315
| -15% | -$38.7K | 0.01% | 656 |
|
|
2023
Q2 | $269K | Buy |
2,137
+36
| +2% | +$4.53K | 0.01% | 610 |
|
|
2023
Q1 | $267K | Buy |
2,101
+4
| +0.2% | +$508 | 0.02% | 578 |
|
|
2022
Q4 | $331K | Hold |
2,097
| – | – | 0.02% | 499 |
|
|
2022
Q3 | $313K | Sell |
2,097
-3,989
| -66% | -$595K | 0.02% | 493 |
|
|
2022
Q2 | $981K | Sell |
6,086
-202
| -3% | -$32.6K | 0.05% | 327 |
|
|
2022
Q1 | $1.16M | Sell |
6,288
-4
| -0.1% | -$737 | 0.05% | 318 |
|
|
2021
Q4 | $1.26M | Sell |
6,292
-88
| -1% | -$17.6K | 0.05% | 339 |
|
|
2021
Q3 | $1.27M | Buy |
6,380
+29
| +0.5% | +$5.75K | 0.05% | 324 |
|
|
2021
Q2 | $1.22M | Sell |
6,351
-2,157
| -25% | -$416K | 0.05% | 311 |
|
|
2021
Q1 | $1.59M | Buy |
8,508
+100
| +1% | +$18.7K | 0.04% | 323 |
|
|
2020
Q4 | $1.11M | Buy |
8,408
+1,675
| +25% | +$220K | 0.04% | 327 |
|
|
2020
Q3 | $706K | Sell |
6,733
-48
| -0.7% | -$5.03K | 0.04% | 356 |
|
|
2020
Q2 | $684K | Sell |
6,781
-16
| -0.2% | -$1.61K | 0.04% | 353 |
|
|
2020
Q1 | $680K | Sell |
6,797
-167
| -2% | -$16.7K | 0.05% | 323 |
|
|
2019
Q4 | $1.12M | Sell |
6,964
-20
| -0.3% | -$3.21K | 0.06% | 282 |
|
|
2019
Q3 | $980K | Buy |
6,984
+1,516
| +28% | +$213K | 0.06% | 277 |
|
|
2019
Q2 | $750K | Sell |
5,468
-343
| -6% | -$47K | 0.05% | 326 |
|
|
2019
Q1 | $712K | Buy |
5,811
+119
| +2% | +$14.6K | 0.05% | 331 |
|
|
2018
Q4 | $656K | Sell |
5,692
-1,107
| -16% | -$128K | 0.05% | 317 |
|
|
2018
Q3 | $923K | Buy |
6,799
+96
| +1% | +$13K | 0.06% | 272 |
|
|
2018
Q2 | $905K | Buy |
6,703
+36
| +0.5% | +$4.86K | 0.07% | 234 |
|
|
2018
Q1 | $1.01M | Sell |
6,667
-123
| -2% | -$18.6K | 0.09% | 210 |
|
|
2017
Q4 | $979K | Sell |
6,790
-160
| -2% | -$23.1K | 0.09% | 211 |
|
|
2017
Q3 | $936K | Buy |
6,950
+310
| +5% | +$41.8K | 0.09% | 210 |
|
|
2017
Q2 | $829K | Buy |
6,640
+783
| +13% | +$97.8K | 0.09% | 219 |
|
|
2017
Q1 | $704K | Buy |
5,857
+331
| +6% | +$39.8K | 0.07% | 220 |
|
|
2016
Q4 | $646K | Buy |
5,526
+18
| +0.3% | +$2.1K | 0.09% | 214 |
|
|
2016
Q3 | $496K | Buy |
5,508
+147
| +3% | +$13.2K | 0.07% | 246 |
|
|
2016
Q2 | $433K | Sell |
5,361
-28
| -0.5% | -$2.26K | 0.06% | 270 |
|
|
2016
Q1 | $459K | Buy |
+5,389
| New | +$459K | 0.07% | 246 |
|