Holistic Financial Partners’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $442K | Buy |
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|
2021
Q1 | $360K | Buy |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q3 | $280K | Sell |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $262K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $279K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $261K | Buy |
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