Morningstar Investment Management’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 | $665K | Buy |
+3,567
| New | +$665K | 0.06% | 97 |
|
|
2025
Q1 | – | Sell |
-3,439
| Closed | -$663K | – | 185 |
|
|
2024
Q4 | $663K | Sell |
3,439
-8,926
| -72% | -$1.72M | 0.05% | 110 |
|
|
2024
Q3 | $2.33M | Sell |
12,365
-7,989
| -39% | -$1.51M | 0.23% | 41 |
|
|
2024
Q2 | $3.17M | Sell |
20,354
-1,678
| -8% | -$261K | 0.33% | 35 |
|
|
2024
Q1 | $3.56M | Sell |
22,032
-452
| -2% | -$73K | 0.39% | 33 |
|
|
2023
Q4 | $3.48M | Buy |
22,484
+20,100
| +843% | +$3.11M | 0.4% | 31 |
|
|
2023
Q3 | $293K | Buy |
2,384
+530
| +29% | +$65.1K | 0.04% | 129 |
|
|
2023
Q2 | $234K | Hold |
1,854
| – | – | 0.03% | 147 |
|
|
2023
Q1 | $236K | Buy |
1,854
+259
| +16% | +$33K | 0.03% | 80 |
|
|
2022
Q4 | $252K | Buy |
+1,595
| New | +$252K | 0.04% | 80 |
|