Nicolet Advisory Services’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 | $485K | Sell |
2,607
-315
| -11% | -$58.6K | 0.04% | 222 |
|
|
2025
Q1 | $445K | Sell |
2,922
-9
| -0.3% | -$1.37K | 0.04% | 209 |
|
|
2024
Q4 | $554K | Buy |
2,931
+86
| +3% | +$16.3K | 0.05% | 180 |
|
|
2024
Q3 | $508K | Sell |
2,845
-882
| -24% | -$157K | 0.05% | 199 |
|
|
2024
Q2 | $612K | Buy |
3,727
+200
| +6% | +$32.9K | 0.06% | 160 |
|
|
2024
Q1 | $569K | Buy |
3,527
+306
| +10% | +$49.4K | 0.06% | 157 |
|
|
2023
Q4 | $503K | Buy |
3,221
+300
| +10% | +$46.9K | 0.05% | 165 |
|
|
2023
Q3 | $351K | Buy |
2,921
+76
| +3% | +$9.13K | 0.04% | 203 |
|
|
2023
Q2 | $352K | Buy |
2,845
+216
| +8% | +$26.8K | 0.04% | 201 |
|
|
2023
Q1 | $320K | Buy |
2,629
+293
| +13% | +$35.7K | 0.04% | 201 |
|
|
2022
Q4 | $387K | Buy |
2,336
+267
| +13% | +$44.3K | 0.05% | 154 |
|
|
2022
Q3 | $312K | Hold |
2,069
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $336K | Hold |
2,069
| – | – | 0.05% | 126 |
|
|
2022
Q1 | $382K | Buy |
2,069
+105
| +5% | +$19.4K | 0.05% | 124 |
|
|
2021
Q4 | $394K | Hold |
1,964
| – | – | 0.05% | 122 |
|
|
2021
Q3 | $384K | Hold |
1,964
| – | – | 0.05% | 137 |
|
|
2021
Q2 | $375K | Hold |
1,964
| – | – | 0.05% | 124 |
|
|
2021
Q1 | $345K | Hold |
1,964
| – | – | 0.05% | 125 |
|
|
2020
Q4 | $293K | Hold |
1,964
| – | – | 0.04% | 137 |
|
|
2020
Q3 | $216K | Sell |
1,964
-153
| -7% | -$16.8K | 0.03% | 151 |
|
|
2020
Q2 | $223K | Hold |
2,117
| – | – | 0.03% | 182 |
|
|
2020
Q1 | $203K | Buy |
2,117
+153
| +8% | +$14.7K | 0.04% | 183 |
|
|
2019
Q4 | $314K | Hold |
1,964
| – | – | 0.05% | 131 |
|
|
2019
Q3 | $275K | Buy |
1,964
+172
| +10% | +$24.1K | 0.04% | 132 |
|
|
2019
Q2 | $246K | Hold |
1,792
| – | – | 0.04% | 136 |
|
|
2019
Q1 | $220K | Buy |
+1,792
| New | +$220K | 0.04% | 137 |
|