Institute for 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 | $402K | Hold |
2,159
| – | – | 0.04% | 360 |
|
|
2025
Q1 | $379K | Hold |
2,159
| – | – | 0.05% | 356 |
|
|
2024
Q4 | $416K | Sell |
2,159
-58
| -3% | -$11.2K | 0.05% | 322 |
|
|
2024
Q3 | $410K | Sell |
2,217
-175
| -7% | -$32.3K | 0.05% | 342 |
|
|
2024
Q2 | $372K | Buy |
2,392
+42
| +2% | +$6.53K | 0.05% | 344 |
|
|
2024
Q1 | $380K | Buy |
2,350
+63
| +3% | +$10.2K | 0.05% | 332 |
|
|
2023
Q4 | $354K | Sell |
2,287
-83
| -4% | -$12.9K | 0.06% | 335 |
|
|
2023
Q3 | $291K | Sell |
2,370
-8
| -0.3% | -$982 | 0.05% | 351 |
|
|
2023
Q2 | $299K | Buy |
2,378
+1
| +0% | +$126 | 0.05% | 359 |
|
|
2023
Q1 | $302K | Hold |
2,377
| – | – | 0.06% | 345 |
|
|
2022
Q4 | $375K | Buy |
2,377
+65
| +3% | +$10.3K | 0.08% | 308 |
|
|
2022
Q3 | $345K | Buy |
2,312
+1
| +0% | +$149 | 0.08% | 310 |
|
|
2022
Q2 | $365K | Hold |
2,311
| – | – | 0.07% | 342 |
|
|
2022
Q1 | $426K | Hold |
2,311
| – | – | 0.07% | 324 |
|
|
2021
Q4 | $463K | Hold |
2,311
| – | – | 0.08% | 292 |
|
|
2021
Q3 | $452K | Hold |
2,311
| – | – | 0.08% | 291 |
|
|
2021
Q2 | $441K | Sell |
2,311
-21
| -0.9% | -$4.01K | 0.08% | 298 |
|
|
2021
Q1 | $409K | Sell |
2,332
-115
| -5% | -$20.2K | 0.08% | 299 |
|
|
2020
Q4 | $365K | Buy |
2,447
+244
| +11% | +$36.4K | 0.07% | 311 |
|
|
2020
Q3 | $242K | Buy |
+2,203
| New | +$242K | 0.06% | 359 |
|
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$265K | – | 593 |
|
|
2019
Q4 | $265K | Sell |
1,660
-100
| -6% | -$16K | 0.06% | 369 |
|
|
2019
Q3 | $247K | Sell |
1,760
-1,142
| -39% | -$160K | 0.06% | 363 |
|
|
2019
Q2 | $398K | Buy |
2,902
+101
| +4% | +$13.9K | 0.09% | 291 |
|
|
2019
Q1 | $344K | Buy |
+2,801
| New | +$344K | 0.07% | 307 |
|
|
2018
Q1 | – | Sell |
-2,768
| Closed | -$398K | – | 362 |
|
|
2017
Q4 | $398K | Buy |
+2,768
| New | +$398K | 0.09% | 259 |
|
|
2017
Q3 | – | Sell |
-2,866
| Closed | -$353K | – | 355 |
|
|
2017
Q2 | $353K | Buy |
+2,866
| New | +$353K | 0.1% | 282 |
|