Moneta Group Investment 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 | $348K | Buy |
1,865
+69
| +4% | +$12.9K | ﹤0.01% | 524 |
|
2025
Q1 | $316K | Sell |
1,796
-673
| -27% | -$118K | ﹤0.01% | 515 |
|
2024
Q4 | $476K | Sell |
2,469
-110
| -4% | -$21.2K | 0.01% | 419 |
|
2024
Q3 | $477K | Buy |
2,579
+6
| +0.2% | +$1.11K | 0.01% | 419 |
|
2024
Q2 | $400K | Buy |
2,573
+283
| +12% | +$44K | 0.01% | 427 |
|
2024
Q1 | $370K | Sell |
2,290
-818
| -26% | -$132K | 0.01% | 434 |
|
2023
Q4 | $481K | Buy |
3,108
+577
| +23% | +$89.4K | 0.01% | 348 |
|
2023
Q3 | $311K | Sell |
2,531
-1,425
| -36% | -$175K | 0.01% | 399 |
|
2023
Q2 | $498K | Buy |
3,956
+1,208
| +44% | +$152K | 0.01% | 324 |
|
2023
Q1 | $349K | Buy |
2,748
+810
| +42% | +$103K | 0.01% | 388 |
|
2022
Q4 | $321K | Sell |
1,938
-130
| -6% | -$21.5K | 0.01% | 356 |
|
2022
Q3 | $309K | Sell |
2,068
-68
| -3% | -$10.2K | 0.01% | 347 |
|
2022
Q2 | $337K | Buy |
2,136
+607
| +40% | +$95.8K | 0.01% | 364 |
|
2022
Q1 | $282K | Buy |
1,529
+88
| +6% | +$16.2K | 0.01% | 368 |
|
2021
Q4 | $289K | Buy |
1,441
+362
| +34% | +$72.6K | 0.01% | 386 |
|
2021
Q3 | $211K | Buy |
+1,079
| New | +$211K | 0.01% | 427 |
|
2018
Q3 | – | Sell |
-1,062
| Closed | -$143K | – | 328 |
|
2018
Q2 | $143K | Buy |
+1,062
| New | +$143K | 0.02% | 267 |
|
2018
Q1 | – | Sell |
-5
| Closed | -$1K | – | 689 |
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 424 |
|