Iams 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 | $1.4M | Sell |
7,487
-130
| -2% | -$24.2K | 0.64% | 55 |
|
|
2025
Q1 | $1.34M | Buy |
7,617
+945
| +14% | +$166K | 0.61% | 60 |
|
|
2024
Q4 | $1.29M | Sell |
6,672
-582
| -8% | -$112K | 0.59% | 52 |
|
|
2024
Q3 | $1.34M | Sell |
7,254
-260
| -3% | -$48.1K | 0.66% | 48 |
|
|
2024
Q2 | $1.17M | Buy |
7,514
+488
| +7% | +$75.9K | 0.64% | 53 |
|
|
2024
Q1 | $1.02M | Sell |
7,026
-684
| -9% | -$99.7K | 0.63% | 56 |
|
|
2023
Q4 | $1.19M | Sell |
7,710
-689
| -8% | -$107K | 0.77% | 43 |
|
|
2023
Q3 | $1.03M | Buy |
+8,399
| New | +$1.03M | 0.71% | 47 |
|
|
2023
Q2 | – | Sell |
-6,923
| Closed | -$880K | – | 107 |
|
|
2023
Q1 | $880K | Buy |
6,923
+3,365
| +95% | +$428K | 0.73% | 49 |
|
|
2022
Q4 | $562K | Buy |
+3,558
| New | +$562K | 0.57% | 58 |
|