Jamison Private 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 | $212K | Buy |
+1,138
| New | +$212K | 0.03% | 192 |
|
|
2025
Q1 | – | Sell |
-1,101
| Closed | -$212K | – | 203 |
|
|
2024
Q4 | $212K | Sell |
1,101
-10
| -0.9% | -$1.93K | 0.03% | 196 |
|
|
2024
Q3 | $205K | Buy |
1,111
+6
| +0.5% | +$1.11K | 0.03% | 186 |
|
|
2024
Q2 | $172K | Buy |
1,105
+116
| +12% | +$18K | 0.03% | 184 |
|
|
2024
Q1 | $160K | Buy |
989
+6
| +0.6% | +$970 | 0.03% | 189 |
|
|
2023
Q4 | $152K | Buy |
983
+6
| +0.6% | +$929 | 0.03% | 184 |
|
|
2023
Q3 | $120K | Buy |
+977
| New | +$120K | 0.02% | 186 |
|