Icon Wealth Advisors’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 | $2.23M | Sell |
11,982
-1,481
| -11% | -$276K | 0.16% | 103 |
|
|
2025
Q1 | $2.37M | Sell |
13,463
-2,997
| -18% | -$527K | 0.19% | 90 |
|
|
2024
Q4 | $3.17M | Buy |
16,460
+49
| +0.3% | +$9.45K | 0.26% | 72 |
|
|
2024
Q3 | $3.03M | Sell |
16,411
-158
| -1% | -$29.2K | 0.25% | 70 |
|
|
2024
Q2 | $3M | Sell |
16,569
-709
| -4% | -$128K | 0.27% | 65 |
|
|
2024
Q1 | $2.79M | Sell |
17,278
-1,098
| -6% | -$177K | 0.26% | 72 |
|
|
2023
Q4 | $2.85M | Buy |
+18,376
| New | +$2.85M | 0.3% | 70 |
|
|
2022
Q4 | $5.64M | Buy |
35,707
+268
| +0.8% | +$42.3K | 0.65% | 36 |
|
|
2022
Q3 | $5.3M | Buy |
+35,439
| New | +$5.3M | 0.64% | 35 |
|