McClarren Financial Advisors’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 | – | Sell |
-335
| Closed | -$64K | – | 345 |
|
|
2024
Q4 | $64K | Buy |
+335
| New | +$64K | 0.18% | 70 |
|
|
2024
Q3 | – | Sell |
-466
| Closed | -$54K | – | 326 |
|
|
2024
Q2 | $54K | Buy |
466
+117
| +34% | +$13.6K | 0.04% | 140 |
|
|
2024
Q1 | $57K | Sell |
349
-26
| -7% | -$4.25K | 0.04% | 136 |
|
|
2023
Q4 | $58K | Buy |
375
+35
| +10% | +$5.41K | 0.04% | 144 |
|
|
2023
Q3 | $41K | Buy |
340
+4
| +1% | +$482 | 0.04% | 157 |
|
|
2023
Q2 | $42K | Hold |
336
| – | – | 0.03% | 163 |
|
|
2023
Q1 | $41K | Buy |
336
+1
| +0.3% | +$122 | 0.04% | 157 |
|
|
2022
Q4 | $52K | Sell |
335
-1
| -0.3% | -$155 | 0.05% | 142 |
|
|
2022
Q3 | $50K | Buy |
+336
| New | +$50K | 0.05% | 126 |
|
|
2022
Q2 | – | Sell |
-339
| Closed | -$62K | – | 203 |
|
|
2022
Q1 | $62K | Buy |
339
+1
| +0.3% | +$183 | 0.04% | 112 |
|
|
2021
Q4 | $68K | Buy |
338
+92
| +37% | +$18.5K | 0.05% | 118 |
|
|
2021
Q3 | $48K | Sell |
246
-638
| -72% | -$124K | 0.04% | 118 |
|
|
2021
Q2 | $168K | Buy |
884
+4
| +0.5% | +$760 | 0.14% | 58 |
|
|
2021
Q1 | $154K | Buy |
880
+7
| +0.8% | +$1.23K | 0.14% | 62 |
|
|
2020
Q4 | $130K | Buy |
+873
| New | +$130K | 0.12% | 66 |
|