Impact Partnership Wealth’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 | – | Sell |
-3,415
| Closed | -$600K | – | 340 |
|
|
2025
Q1 | $600K | Sell |
3,415
-909
| -21% | -$160K | 0.13% | 89 |
|
|
2024
Q4 | $834K | Buy |
+4,324
| New | +$834K | 0.17% | 69 |
|
|
2024
Q3 | – | Sell |
-5,145
| Closed | -$800K | – | 276 |
|
|
2024
Q2 | $800K | Buy |
5,145
+374
| +8% | +$58.1K | 0.21% | 60 |
|
|
2024
Q1 | $771K | Sell |
4,771
-895
| -16% | -$145K | 0.31% | 39 |
|
|
2023
Q4 | $877K | Buy |
5,666
+1,309
| +30% | +$203K | 0.32% | 36 |
|
|
2023
Q3 | $535K | Sell |
4,357
-2,971
| -41% | -$365K | 0.17% | 62 |
|
|
2023
Q2 | $923K | Buy |
+7,328
| New | +$923K | 0.32% | 31 |
|