IHT 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 | $524K | Sell |
2,810
-398
| -12% | -$74.2K | 0.01% | 687 |
|
|
2025
Q1 | $564K | Buy |
3,208
+67
| +2% | +$11.8K | 0.02% | 632 |
|
|
2024
Q4 | $606K | Sell |
3,141
-1,370
| -30% | -$264K | 0.02% | 622 |
|
|
2024
Q3 | $826K | Buy |
4,511
+1,284
| +40% | +$235K | 0.02% | 556 |
|
|
2024
Q2 | $502K | Sell |
3,227
-648
| -17% | -$101K | 0.02% | 634 |
|
|
2024
Q1 | $626K | Buy |
3,875
+356
| +10% | +$57.5K | 0.03% | 560 |
|
|
2023
Q4 | $545K | Sell |
3,519
-500
| -12% | -$77.4K | 0.02% | 569 |
|
|
2023
Q3 | $493K | Buy |
4,019
+325
| +9% | +$39.9K | 0.03% | 561 |
|
|
2023
Q2 | $465K | Buy |
3,694
+958
| +35% | +$121K | 0.02% | 566 |
|
|
2023
Q1 | $348K | Buy |
2,736
+369
| +16% | +$46.9K | 0.02% | 638 |
|
|
2022
Q4 | $374K | Sell |
2,367
-91
| -4% | -$14.4K | 0.02% | 579 |
|
|
2022
Q3 | $367K | Buy |
+2,458
| New | +$367K | 0.03% | 547 |
|
|
2022
Q2 | – | Sell |
-1,185
| Closed | -$219K | – | 797 |
|
|
2022
Q1 | $219K | Sell |
1,185
-125
| -10% | -$23.1K | 0.02% | 680 |
|
|
2021
Q4 | $263K | Buy |
1,310
+4
| +0.3% | +$803 | 0.02% | 659 |
|
|
2021
Q3 | $255K | Sell |
1,306
-281
| -18% | -$54.9K | 0.02% | 651 |
|
|
2021
Q2 | $303K | Sell |
1,587
-277
| -15% | -$52.9K | 0.02% | 710 |
|
|
2021
Q1 | $327K | Sell |
1,864
-392
| -17% | -$68.8K | 0.02% | 604 |
|
|
2020
Q4 | $336K | Sell |
2,256
-524
| -19% | -$78K | 0.03% | 524 |
|
|
2020
Q3 | $306K | Buy |
2,780
+44
| +2% | +$4.84K | 0.03% | 475 |
|
|
2020
Q2 | $288K | Sell |
2,736
-1,548
| -36% | -$163K | 0.04% | 425 |
|
|
2020
Q1 | $410K | Buy |
4,284
+788
| +23% | +$75.4K | 0.06% | 321 |
|
|
2019
Q4 | $558K | Buy |
3,496
+556
| +19% | +$88.7K | 0.07% | 309 |
|
|
2019
Q3 | $412K | Buy |
+2,940
| New | +$412K | 0.06% | 357 |
|
|
2019
Q1 | – | Sell |
-1,823
| Closed | -$213K | – | 537 |
|
|
2018
Q4 | $213K | Buy |
+1,823
| New | +$213K | 0.04% | 408 |
|
|
2018
Q2 | – | Sell |
-770
| Closed | -$114K | – | 1097 |
|
|
2018
Q1 | $114K | Hold |
770
| – | – | 0.03% | 453 |
|
|
2017
Q4 | $112K | Buy |
770
+244
| +46% | +$35.5K | 0.03% | 468 |
|
|
2017
Q3 | $71K | Buy |
526
+17
| +3% | +$2.3K | 0.03% | 425 |
|
|
2017
Q2 | $2 | Buy |
509
+176
| +53% | +$1 | ﹤0.01% | 1239 |
|
|
2017
Q1 | $39K | Buy |
333
+104
| +45% | +$12.2K | 0.03% | 484 |
|
|
2016
Q4 | $27K | Buy |
+229
| New | +$27K | 0.02% | 543 |
|