J.W. Coons Advisors’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 | $1.02M | Hold |
5,470
| – | – | 0.23% | 100 |
|
|
2025
Q1 | $961K | Hold |
5,470
| – | – | 0.25% | 94 |
|
|
2024
Q4 | $1.05M | Hold |
5,470
| – | – | 0.27% | 84 |
|
|
2024
Q3 | $1.01M | Hold |
5,470
| – | – | 0.25% | 94 |
|
|
2024
Q2 | $850K | Sell |
5,470
-35
| -0.6% | -$5.44K | 0.21% | 102 |
|
|
2024
Q1 | $890K | Sell |
5,505
-816
| -13% | -$132K | 0.2% | 100 |
|
|
2023
Q4 | $979K | Sell |
6,321
-249
| -4% | -$38.6K | 0.26% | 92 |
|
|
2023
Q3 | $807K | Sell |
6,570
-445
| -6% | -$54.6K | 0.23% | 98 |
|
|
2023
Q2 | $884K | Sell |
7,015
-500
| -7% | -$63K | 0.24% | 93 |
|
|
2023
Q1 | $955K | Hold |
7,515
| – | – | 0.27% | 86 |
|
|
2022
Q4 | $1.19M | Buy |
7,515
+615
| +9% | +$97.1K | 0.35% | 73 |
|
|
2022
Q3 | $1.03M | Buy |
6,900
+630
| +10% | +$94.1K | 0.39% | 73 |
|
|
2022
Q2 | $989K | Buy |
6,270
+90
| +1% | +$14.2K | 0.35% | 73 |
|
|
2022
Q1 | $1.14M | Buy |
6,180
+210
| +4% | +$38.6K | 0.34% | 76 |
|
|
2021
Q4 | $1.2M | Hold |
5,970
| – | – | 0.36% | 72 |
|
|
2021
Q3 | $1.17M | Hold |
5,970
| – | – | 0.4% | 71 |
|
|
2021
Q2 | $1.14M | Hold |
5,970
| – | – | 0.4% | 71 |
|
|
2021
Q1 | $1.05M | Hold |
5,970
| – | – | 0.38% | 77 |
|
|
2020
Q4 | $892K | Sell |
5,970
-300
| -5% | -$44.8K | 0.34% | 82 |
|
|
2020
Q3 | $689K | Hold |
6,270
| – | – | 0.29% | 96 |
|
|
2020
Q2 | $665K | Sell |
6,270
-7
| -0.1% | -$742 | 0.3% | 94 |
|
|
2020
Q1 | $605K | Buy |
+6,277
| New | +$605K | 0.32% | 89 |
|