Keebeck 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 | $414K | Buy |
2,220
+177
| +9% | +$33K | 0.05% | 230 |
|
|
2025
Q1 | $359K | Sell |
2,043
-34
| -2% | -$5.98K | 0.05% | 196 |
|
|
2024
Q4 | $401K | Buy |
2,077
+74
| +4% | +$14.3K | 0.06% | 185 |
|
|
2024
Q3 | $370K | Buy |
2,003
+3
| +0.2% | +$555 | 0.05% | 195 |
|
|
2024
Q2 | $311K | Hold |
2,000
| – | – | 0.05% | 217 |
|
|
2024
Q1 | $323K | Hold |
2,000
| – | – | 0.05% | 230 |
|
|
2023
Q4 | $310K | Hold |
2,000
| – | – | 0.05% | 219 |
|
|
2023
Q3 | $246K | Sell |
2,000
-4
| -0.2% | -$491 | 0.04% | 230 |
|
|
2023
Q2 | $252K | Sell |
2,004
-221
| -10% | -$27.8K | 0.03% | 239 |
|
|
2023
Q1 | $283K | Hold |
2,225
| – | – | 0.05% | 211 |
|
|
2022
Q4 | $351K | Buy |
2,225
+25
| +1% | +$3.95K | 0.06% | 180 |
|
|
2022
Q3 | $329K | Hold |
2,200
| – | – | 0.06% | 181 |
|
|
2022
Q2 | $347K | Hold |
2,200
| – | – | 0.07% | 183 |
|
|
2022
Q1 | $406K | Hold |
2,200
| – | – | 0.07% | 176 |
|
|
2021
Q4 | $441K | Hold |
2,200
| – | – | 0.08% | 157 |
|
|
2021
Q3 | $430K | Hold |
2,200
| – | – | 0.08% | 149 |
|
|
2021
Q2 | $420K | Hold |
2,200
| – | – | 0.06% | 181 |
|
|
2021
Q1 | $386K | Hold |
2,200
| – | – | 0.06% | 179 |
|
|
2020
Q4 | $328K | Hold |
2,200
| – | – | 0.06% | 172 |
|
|
2020
Q3 | $241K | Sell |
2,200
-2,000
| -48% | -$219K | 0.05% | 168 |
|
|
2020
Q2 | $441K | Buy |
+4,200
| New | +$441K | 0.14% | 121 |
|