JWA
JFS Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
9,788
-217
| -2% | -$40.5K | 0.12% | 106 |
|
|
2025
Q1 | $1.76M | Sell |
10,005
-406
| -4% | -$71.4K | 0.12% | 103 |
|
|
2024
Q4 | $2.01M | Buy |
10,411
+70
| +0.7% | +$13.5K | 0.14% | 90 |
|
|
2024
Q3 | $1.91M | Buy |
10,341
+7,323
| +243% | +$1.35M | 0.13% | 99 |
|
|
2024
Q2 | $469K | Sell |
3,018
-67
| -2% | -$10.4K | 0.04% | 156 |
|
|
2024
Q1 | $499K | Buy |
3,085
+39
| +1% | +$6.3K | 0.04% | 158 |
|
|
2023
Q4 | $472K | Sell |
3,046
-72
| -2% | -$11.1K | 0.04% | 150 |
|
|
2023
Q3 | $383K | Buy |
3,118
+16
| +0.5% | +$1.96K | 0.04% | 165 |
|
|
2023
Q2 | $391K | Buy |
3,102
+579
| +23% | +$72.9K | 0.04% | 164 |
|
|
2023
Q1 | $321K | Sell |
2,523
-80
| -3% | -$10.2K | 0.03% | 171 |
|
|
2022
Q4 | $411K | Sell |
2,603
-35
| -1% | -$5.53K | 0.04% | 158 |
|
|
2022
Q3 | $394K | Sell |
2,638
-32
| -1% | -$4.78K | 0.04% | 160 |
|
|
2022
Q2 | $421K | Sell |
2,670
-57
| -2% | -$8.99K | 0.04% | 153 |
|
|
2022
Q1 | $503K | Buy |
2,727
+28
| +1% | +$5.17K | 0.05% | 158 |
|
|
2021
Q4 | $541K | Buy |
2,699
+29
| +1% | +$5.81K | 0.05% | 154 |
|
|
2021
Q3 | $522K | Hold |
2,670
| – | – | 0.05% | 149 |
|
|
2021
Q2 | $509K | Sell |
2,670
-24
| -0.9% | -$4.58K | 0.08% | 120 |
|
|
2021
Q1 | $473K | Sell |
2,694
-150
| -5% | -$26.3K | 0.1% | 106 |
|
|
2020
Q4 | $424K | Sell |
2,844
-12
| -0.4% | -$1.79K | 0.09% | 103 |
|
|
2020
Q3 | $314K | Hold |
2,856
| – | – | 0.07% | 108 |
|
|
2020
Q2 | $300K | Hold |
2,856
| – | – | 0.08% | 113 |
|
|
2020
Q1 | $273K | Hold |
2,856
| – | – | 0.08% | 108 |
|
|
2019
Q4 | $456K | Buy |
2,856
+17
| +0.6% | +$2.71K | 0.11% | 98 |
|
|
2019
Q3 | $398K | Hold |
2,839
| – | – | 0.1% | 103 |
|
|
2019
Q2 | $390K | Sell |
2,839
-37
| -1% | -$5.08K | 0.1% | 105 |
|
|
2019
Q1 | $353K | Sell |
2,876
-11,702
| -80% | -$1.44M | 0.09% | 107 |
|
|
2018
Q4 | $1.7M | Sell |
14,578
-2,190
| -13% | -$256K | 0.46% | 49 |
|
|
2018
Q3 | $2.28M | Sell |
16,768
-3
| -0% | -$409 | 0.59% | 39 |
|
|
2018
Q2 | $2.27M | Sell |
16,771
-8
| -0% | -$1.08K | 0.6% | 38 |
|
|
2018
Q1 | $2.54M | Buy |
16,779
+1,438
| +9% | +$218K | 0.67% | 31 |
|
|
2017
Q4 | $2.21M | Hold |
15,341
| – | – | 0.54% | 41 |
|
|
2017
Q3 | $2.07M | Sell |
15,341
-7,417
| -33% | -$1,000K | 0.53% | 42 |
|
|
2017
Q2 | $2.84M | Sell |
22,758
-753
| -3% | -$94K | 0.78% | 30 |
|
|
2017
Q1 | $2.75M | Hold |
23,511
| – | – | 0.74% | 36 |
|
|
2016
Q4 | $2.75M | Sell |
23,511
-3,174
| -12% | -$371K | 0.74% | 36 |
|
|
2016
Q3 | $2.4M | Sell |
26,685
-2,202
| -8% | -$198K | 0.69% | 39 |
|
|
2016
Q2 | $2.35M | Sell |
28,887
-11
| -0% | -$895 | 0.65% | 33 |
|
|
2016
Q1 | $2.44M | Sell |
28,898
-698
| -2% | -$59K | 0.72% | 31 |
|
|
2015
Q4 | $2.82M | Buy |
29,596
+24,449
| +475% | +$2.33M | 0.81% | 30 |
|
|
2015
Q3 | $459K | Sell |
5,147
-4,270
| -45% | -$381K | 0.2% | 67 |
|
|
2015
Q2 | $901K | Hold |
9,417
| – | – | 0.46% | 46 |
|
|
2015
Q1 | $878K | Sell |
9,417
-374
| -4% | -$34.9K | 0.41% | 46 |
|
|
2014
Q4 | $893K | Buy |
9,791
+815
| +9% | +$74.3K | 0.14% | 35 |
|
|
2014
Q3 | $768K | Buy |
8,976
+15
| +0.2% | +$1.28K | 0.13% | 36 |
|
|
2014
Q2 | $798K | Buy |
8,961
+140
| +2% | +$12.5K | 0.15% | 35 |
|
|
2014
Q1 | $767K | Hold |
8,821
| – | – | 0.43% | 43 |
|
|
2013
Q4 | $684K | Sell |
8,821
-495
| -5% | -$38.4K | 0.3% | 52 |
|
|
2013
Q3 | $675K | Buy |
9,316
+375
| +4% | +$27.2K | 0.32% | 50 |
|
|
2013
Q2 | $652K | Buy |
+8,941
| New | +$652K | 0.33% | 54 |
|