Independent Solutions 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 | $1.34M | Buy |
7,162
+581
| +9% | +$108K | 0.26% | 100 |
|
|
2025
Q1 | $1.16M | Sell |
6,581
-511
| -7% | -$89.8K | 0.26% | 102 |
|
|
2024
Q4 | $1.37M | Buy |
7,092
+5,808
| +452% | +$1.12M | 0.3% | 97 |
|
|
2024
Q3 | $237K | Sell |
1,284
-1,237
| -49% | -$229K | 0.05% | 153 |
|
|
2024
Q2 | $392K | Sell |
2,521
-116
| -4% | -$18K | 0.09% | 132 |
|
|
2024
Q1 | $426K | Sell |
2,637
-555
| -17% | -$89.7K | 0.1% | 131 |
|
|
2023
Q4 | $494K | Sell |
3,192
-5,280
| -62% | -$818K | 0.13% | 120 |
|
|
2023
Q3 | $1.04M | Buy |
8,472
+1,064
| +14% | +$131K | 0.27% | 88 |
|
|
2023
Q2 | $933K | Buy |
7,408
+254
| +4% | +$32K | 0.23% | 95 |
|
|
2023
Q1 | $909K | Buy |
7,154
+379
| +6% | +$48.2K | 0.27% | 88 |
|
|
2022
Q4 | $1.07M | Buy |
6,775
+1,377
| +26% | +$217K | 0.33% | 75 |
|
|
2022
Q3 | $807K | Buy |
5,398
+695
| +15% | +$104K | 0.26% | 87 |
|
|
2022
Q2 | $742K | Buy |
4,703
+906
| +24% | +$143K | 0.23% | 90 |
|
|
2022
Q1 | $700K | Buy |
3,797
+1,520
| +67% | +$280K | 0.16% | 105 |
|
|
2021
Q4 | $457K | Buy |
2,277
+291
| +15% | +$58.4K | 0.11% | 144 |
|
|
2021
Q3 | $389K | Buy |
1,986
+337
| +20% | +$65.9K | 0.1% | 157 |
|
|
2021
Q2 | $315K | Buy |
+1,649
| New | +$315K | 0.08% | 176 |
|
|
2020
Q2 | – | Sell |
-3,613
| Closed | -$346K | – | 152 |
|
|
2020
Q1 | $346K | Buy |
3,613
+58
| +2% | +$5.55K | 0.19% | 87 |
|
|
2019
Q4 | $567K | Buy |
+3,555
| New | +$567K | 0.25% | 82 |
|