Institute for Wealth Management’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $434K | Hold |
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|
2025
Q2 | $402K | Hold |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $452K | Hold |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $409K | Sell |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $265K | Sell |
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|
2019
Q3 | $247K | Sell |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $398K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $353K | Buy |
|