Montag & Associates’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Hold |
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|
2025
Q1 | $14.9K | Hold |
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|
2024
Q4 | $16.4K | Hold |
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|
2024
Q3 | $15.7K | Hold |
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|
2024
Q2 | $13.2K | Hold |
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|
2024
Q1 | $13.7K | Hold |
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|
2023
Q4 | $13.2K | Hold |
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|
2023
Q3 | $10.4K | Hold |
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|
2023
Q2 | $10.7K | Sell |
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|
2023
Q1 | $29.4K | Sell |
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|
2022
Q4 | $72K | Buy |
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|
2022
Q3 | $56K | Buy |
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|
2022
Q2 | $32K | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $231K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $334K | Sell |
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|
2019
Q3 | $337K | Hold |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $313K | Sell |
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|
2018
Q4 | $463K | Sell |
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|
2018
Q3 | $553K | Sell |
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|
2018
Q2 | $588K | Sell |
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|
2018
Q1 | $699K | Hold |
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|
2017
Q4 | $667K | Hold |
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|
2017
Q3 | $623K | Sell |
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|
2017
Q2 | $720K | Sell |
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|
2017
Q1 | $753K | Sell |
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|
2016
Q4 | $864K | Sell |
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|
2016
Q3 | $804K | Sell |
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|
2016
Q2 | $814K | Sell |
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|
2016
Q1 | $987K | Sell |
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|
2015
Q4 | $5.37M | Sell |
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|
2015
Q3 | $5.14M | Buy |
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|
2015
Q2 | $3.23M | Buy |
|