IAM Advisory’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 | $1.85M | Buy |
9,910
+9
| +0.1% | +$1.68K | 0.44% | 39 |
|
|
2025
Q1 | $1.74M | Sell |
9,901
-53
| -0.5% | -$9.32K | 0.45% | 37 |
|
|
2024
Q4 | $1.92M | Sell |
9,954
-115
| -1% | -$22.2K | 0.49% | 33 |
|
|
2024
Q3 | $1.86M | Buy |
10,069
+94
| +0.9% | +$17.4K | 0.47% | 41 |
|
|
2024
Q2 | $1.55M | Sell |
9,975
-31
| -0.3% | -$4.82K | 0.42% | 47 |
|
|
2024
Q1 | $1.62M | Sell |
10,006
-99
| -1% | -$16K | 0.44% | 41 |
|
|
2023
Q4 | $1.56M | Buy |
10,105
+132
| +1% | +$20.4K | 0.49% | 37 |
|
|
2023
Q3 | $1.22M | Sell |
9,973
-41
| -0.4% | -$5.03K | 0.43% | 39 |
|
|
2023
Q2 | $1.26M | Sell |
10,014
-202
| -2% | -$25.4K | 0.43% | 40 |
|
|
2023
Q1 | $1.3M | Buy |
10,216
+92
| +0.9% | +$11.7K | 0.45% | 36 |
|
|
2022
Q4 | $1.6M | Sell |
10,124
-1,118
| -10% | -$177K | 0.59% | 22 |
|
|
2022
Q3 | $1.68M | Sell |
11,242
-96
| -0.8% | -$14.3K | 0.71% | 20 |
|
|
2022
Q2 | $1.79M | Buy |
11,338
+90
| +0.8% | +$14.2K | 0.74% | 20 |
|
|
2022
Q1 | $2.08M | Buy |
11,248
+1,022
| +10% | +$189K | 0.84% | 16 |
|
|
2021
Q4 | $2.28M | Sell |
10,226
-164
| -2% | -$36.5K | 0.9% | 13 |
|
|
2021
Q3 | $2.09M | Buy |
+10,390
| New | +$2.09M | 0.89% | 12 |
|
|
2021
Q2 | – | Sell |
-11,631
| Closed | -$2.19M | – | 87 |
|
|
2021
Q1 | $2.19M | Buy |
11,631
+1,278
| +12% | +$240K | 0.95% | 11 |
|
|
2020
Q4 | $1.58M | Buy |
+10,353
| New | +$1.58M | 0.79% | 12 |
|