Golden State 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 | $72.5K | Buy |
389
+48
| +14% | +$8.95K | 0.01% | 563 |
|
|
2025
Q1 | $59.9K | Sell |
341
-32
| -9% | -$5.63K | 0.01% | 558 |
|
|
2024
Q4 | $71.9K | Buy |
+373
| New | +$71.9K | 0.01% | 502 |
|
|
2022
Q1 | – | Sell |
-1,314
| Closed | -$263K | – | 348 |
|
|
2021
Q4 | $263K | Buy |
+1,314
| New | +$263K | 0.05% | 311 |
|
|
2021
Q1 | – | Sell |
-1,382
| Closed | -$206K | – | 229 |
|
|
2020
Q4 | $206K | Buy |
+1,382
| New | +$206K | 0.06% | 231 |
|
|
2020
Q2 | – | Sell |
-313
| Closed | -$30K | – | 690 |
|
|
2020
Q1 | $30K | Buy |
+313
| New | +$30K | 0.01% | 441 |
|
|
2019
Q4 | – | Sell |
-383
| Closed | -$54K | – | 679 |
|
|
2019
Q3 | $54K | Buy |
383
+317
| +480% | +$44.7K | 0.02% | 410 |
|
|
2019
Q2 | $9K | Hold |
66
| – | – | ﹤0.01% | 775 |
|
|
2019
Q1 | $8K | Buy |
+66
| New | +$8K | ﹤0.01% | 819 |
|