Great Valley Advisor Group’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 | $1.31M | Sell |
7,001
-373
| -5% | -$69.6K | 0.03% | 410 |
|
|
2025
Q1 | $1.3M | Sell |
7,374
-330
| -4% | -$58K | 0.03% | 393 |
|
|
2024
Q4 | $1.49M | Sell |
7,704
-285
| -4% | -$55K | 0.03% | 367 |
|
|
2024
Q3 | $1.48M | Buy |
7,989
+230
| +3% | +$42.5K | 0.04% | 359 |
|
|
2024
Q2 | $1.21M | Buy |
7,759
+483
| +7% | +$75.1K | 0.03% | 356 |
|
|
2024
Q1 | $1.18M | Sell |
7,276
-20
| -0.3% | -$3.23K | 0.04% | 348 |
|
|
2023
Q4 | $1.13M | Sell |
7,296
-279
| -4% | -$43.2K | 0.04% | 321 |
|
|
2023
Q3 | $930K | Sell |
7,575
-6,903
| -48% | -$847K | 0.04% | 328 |
|
|
2023
Q2 | $1.82M | Buy |
14,478
+2,130
| +17% | +$268K | 0.08% | 228 |
|
|
2023
Q1 | $1.57M | Buy |
12,348
+5,622
| +84% | +$715K | 0.07% | 241 |
|
|
2022
Q4 | $1.06M | Sell |
6,726
-47
| -0.7% | -$7.42K | 0.05% | 324 |
|
|
2022
Q3 | $1.01M | Buy |
6,773
+40
| +0.6% | +$5.98K | 0.06% | 306 |
|
|
2022
Q2 | $1.06M | Buy |
6,733
+99
| +1% | +$15.6K | 0.06% | 294 |
|
|
2022
Q1 | $1.24M | Sell |
6,634
-11
| -0.2% | -$2.06K | 0.07% | 250 |
|
|
2021
Q4 | $1.33M | Sell |
6,645
-223
| -3% | -$44.5K | 0.08% | 235 |
|
|
2021
Q3 | $1.34M | Sell |
6,868
-18
| -0.3% | -$3.52K | 0.09% | 213 |
|
|
2021
Q2 | $1.3M | Sell |
6,886
-25
| -0.4% | -$4.71K | 0.1% | 208 |
|
|
2021
Q1 | $1.21M | Sell |
6,911
-890
| -11% | -$156K | 0.12% | 179 |
|
|
2020
Q4 | $1.16M | Buy |
7,801
+12
| +0.2% | +$1.79K | 0.12% | 167 |
|
|
2020
Q3 | $857K | Sell |
7,789
-351
| -4% | -$38.6K | 0.11% | 181 |
|
|
2020
Q2 | $856K | Buy |
8,140
+2,209
| +37% | +$232K | 0.14% | 169 |
|
|
2020
Q1 | $567K | Buy |
5,931
+173
| +3% | +$16.5K | 0.15% | 167 |
|
|
2019
Q4 | $919K | Buy |
5,758
+37
| +0.6% | +$5.91K | 0.2% | 142 |
|
|
2019
Q3 | $803K | Buy |
5,721
+360
| +7% | +$50.5K | 0.19% | 154 |
|
|
2019
Q2 | $738K | Buy |
5,361
+127
| +2% | +$17.5K | 0.19% | 155 |
|
|
2019
Q1 | $642K | Buy |
5,234
+1
| +0% | +$123 | 0.2% | 137 |
|
|
2018
Q4 | $612K | Buy |
+5,233
| New | +$612K | 0.23% | 102 |
|