KMWM
Keudell/Morrison Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
2,710
+677
| +33% | +$126K | 0.11% | 120 |
|
|
2025
Q1 | $357K | Buy |
2,033
+7
| +0.3% | +$1.23K | 0.08% | 145 |
|
|
2024
Q4 | $391K | Sell |
2,026
-174
| -8% | -$33.6K | 0.1% | 135 |
|
|
2024
Q3 | $407K | Sell |
2,200
-6
| -0.3% | -$1.11K | 0.11% | 125 |
|
|
2024
Q2 | $343K | Sell |
2,206
-33
| -1% | -$5.13K | 0.1% | 143 |
|
|
2024
Q1 | $362K | Buy |
2,239
+307
| +16% | +$49.6K | 0.11% | 142 |
|
|
2023
Q4 | $299K | Sell |
1,932
-319
| -14% | -$49.4K | 0.1% | 153 |
|
|
2023
Q3 | $276K | Sell |
2,251
-8
| -0.4% | -$982 | 0.08% | 148 |
|
|
2023
Q2 | $285K | Buy |
2,259
+16
| +0.7% | +$2.02K | 0.08% | 151 |
|
|
2023
Q1 | $285K | Buy |
2,243
+171
| +8% | +$21.7K | 0.08% | 149 |
|
|
2022
Q4 | $327K | Buy |
2,072
+6
| +0.3% | +$948 | 0.11% | 131 |
|
|
2022
Q3 | $309K | Buy |
2,066
+601
| +41% | +$89.9K | 0.12% | 132 |
|
|
2022
Q2 | $231K | Buy |
+1,465
| New | +$231K | 0.08% | 157 |
|
|
2021
Q2 | – | Sell |
-1,440
| Closed | -$253K | – | 172 |
|
|
2021
Q1 | $253K | Sell |
1,440
-254
| -15% | -$44.6K | 0.15% | 141 |
|
|
2020
Q4 | $252K | Buy |
+1,694
| New | +$252K | 0.16% | 137 |
|
|
2020
Q1 | – | Sell |
-1,863
| Closed | -$297K | – | 152 |
|
|
2019
Q4 | $297K | Buy |
1,863
+303
| +19% | +$48.3K | 0.21% | 114 |
|
|
2019
Q3 | $219K | Buy |
+1,560
| New | +$219K | 0.18% | 136 |
|