Meridian Wealth 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
Q2 | $427K | Sell |
2,292
-184
| -7% | -$34.3K | 0.07% | 130 |
|
|
2025
Q1 | $435K | Buy |
2,476
+1
| +0% | +$176 | 0.07% | 119 |
|
|
2024
Q4 | $477K | Sell |
2,475
-10
| -0.4% | -$1.93K | 0.08% | 120 |
|
|
2024
Q3 | $459K | Buy |
2,485
+193
| +8% | +$35.7K | 0.08% | 126 |
|
|
2024
Q2 | $356K | Hold |
2,292
| – | – | 0.06% | 135 |
|
|
2024
Q1 | $370K | Sell |
2,292
-18
| -0.8% | -$2.91K | 0.07% | 136 |
|
|
2023
Q4 | $358K | Hold |
2,310
| – | – | 0.08% | 131 |
|
|
2023
Q3 | $284K | Sell |
2,310
-12
| -0.5% | -$1.47K | 0.07% | 148 |
|
|
2023
Q2 | $292K | Sell |
2,322
-5
| -0.2% | -$630 | 0.07% | 148 |
|
|
2023
Q1 | $296K | Hold |
2,327
| – | – | 0.07% | 151 |
|
|
2022
Q4 | $368K | Buy |
2,327
+17
| +0.7% | +$2.69K | 0.09% | 133 |
|
|
2022
Q3 | $345K | Hold |
2,310
| – | – | 0.1% | 139 |
|
|
2022
Q2 | $364K | Buy |
2,310
+1,069
| +86% | +$168K | 0.1% | 141 |
|
|
2022
Q1 | $229K | Buy |
+1,241
| New | +$229K | 0.05% | 192 |
|
|
2019
Q1 | – | Sell |
-120
| Closed | -$14K | – | 327 |
|
|
2018
Q4 | $14K | Buy |
+120
| New | +$14K | 0.01% | 381 |
|