Marcum Wealth’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
Q1 | $848K | Sell |
4,825
-418
| -8% | -$73.5K | 0.07% | 126 |
|
|
2024
Q4 | $1.01M | Sell |
5,243
-304
| -5% | -$58.6K | 0.09% | 114 |
|
|
2024
Q3 | $1.03M | Sell |
5,547
-23
| -0.4% | -$4.25K | 0.1% | 108 |
|
|
2024
Q2 | $866K | Buy |
5,570
+250
| +5% | +$38.9K | 0.09% | 116 |
|
|
2024
Q1 | $860K | Buy |
5,320
+83
| +2% | +$13.4K | 0.09% | 121 |
|
|
2023
Q4 | $811K | Sell |
5,237
-282
| -5% | -$43.7K | 0.09% | 121 |
|
|
2023
Q3 | $678K | Buy |
5,519
+777
| +16% | +$95.4K | 0.08% | 129 |
|
|
2023
Q2 | $597K | Buy |
4,742
+339
| +8% | +$42.7K | 0.07% | 144 |
|
|
2023
Q1 | $560K | Buy |
4,403
+711
| +19% | +$90.4K | 0.07% | 157 |
|
|
2022
Q4 | $583K | Sell |
3,692
-154
| -4% | -$24.3K | 0.08% | 151 |
|
|
2022
Q3 | $575K | Buy |
3,846
+66
| +2% | +$9.87K | 0.09% | 142 |
|
|
2022
Q2 | $596K | Buy |
3,780
+521
| +16% | +$82.1K | 0.09% | 138 |
|
|
2022
Q1 | $601K | Sell |
3,259
-654
| -17% | -$121K | 0.08% | 136 |
|
|
2021
Q4 | $785K | Buy |
3,913
+43
| +1% | +$8.63K | 0.11% | 123 |
|
|
2021
Q3 | $757K | Sell |
3,870
-1,825
| -32% | -$357K | 0.12% | 123 |
|
|
2021
Q2 | $1.09M | Sell |
5,695
-174
| -3% | -$33.2K | 0.18% | 81 |
|
|
2021
Q1 | $1.03M | Buy |
+5,869
| New | +$1.03M | 0.17% | 87 |
|