GeoWealth 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 | $690K | Sell |
3,700
-1,448
| -28% | -$270K | 0.03% | 332 |
|
|
2025
Q1 | $905K | Sell |
5,148
-360
| -7% | -$63.3K | 0.04% | 293 |
|
|
2024
Q4 | $1.06M | Buy |
5,508
+755
| +16% | +$146K | 0.03% | 282 |
|
|
2024
Q3 | $879K | Sell |
4,753
-57
| -1% | -$10.5K | 0.03% | 330 |
|
|
2024
Q2 | $748K | Buy |
4,810
+243
| +5% | +$37.8K | 0.03% | 333 |
|
|
2024
Q1 | $738K | Buy |
4,567
+835
| +22% | +$135K | 0.03% | 352 |
|
|
2023
Q4 | $578K | Buy |
+3,732
| New | +$578K | 0.05% | 305 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$8K | – | 414 |
|
|
2021
Q4 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 372 |
|