Meridian Wealth Partners’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 | $243K | Buy |
1,302
+9
| +0.7% | +$1.68K | 0.04% | 99 |
|
|
2025
Q1 | $227K | Sell |
1,293
-49
| -4% | -$8.61K | 0.04% | 95 |
|
|
2024
Q4 | $259K | Buy |
1,342
+8
| +0.6% | +$1.54K | 0.04% | 92 |
|
|
2024
Q3 | $247K | Buy |
1,334
+5
| +0.4% | +$924 | 0.04% | 92 |
|
|
2024
Q2 | $207K | Buy |
1,329
+37
| +3% | +$5.75K | 0.04% | 105 |
|
|
2024
Q1 | $209K | Buy |
+1,292
| New | +$209K | 0.04% | 98 |
|
|
2023
Q1 | – | Sell |
-1,403
| Closed | -$222K | – | 99 |
|
|
2022
Q4 | $222K | Sell |
1,403
-111
| -7% | -$17.5K | 0.05% | 82 |
|
|
2022
Q3 | $226K | Buy |
1,514
+11
| +0.7% | +$1.64K | 0.06% | 73 |
|
|
2022
Q2 | $237K | Buy |
1,503
+171
| +13% | +$27K | 0.06% | 69 |
|
|
2022
Q1 | $245K | Sell |
1,332
-215
| -14% | -$39.5K | 0.05% | 71 |
|
|
2021
Q4 | $311K | Buy |
+1,547
| New | +$311K | 0.06% | 61 |
|
|
2021
Q2 | – | Sell |
-257
| Closed | -$45K | – | 944 |
|
|
2021
Q1 | $45K | Buy |
257
+75
| +41% | +$13.1K | 0.01% | 167 |
|
|
2020
Q4 | $27K | Hold |
182
| – | – | 0.01% | 186 |
|
|
2020
Q3 | $20K | Buy |
+182
| New | +$20K | 0.01% | 209 |
|
|
2020
Q1 | – | Sell |
-182
| Closed | -$29K | – | 204 |
|
|
2019
Q4 | $29K | Buy |
+182
| New | +$29K | 0.02% | 162 |
|