One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,185
| Closed | -$353K | – | 257 |
|
|
2024
Q1 | $353K | Sell |
2,185
-77
| -3% | -$12.4K | 0.06% | 167 |
|
|
2023
Q4 | $350K | Sell |
2,262
-20
| -0.9% | -$3.1K | 0.07% | 139 |
|
|
2023
Q3 | $280K | Buy |
+2,282
| New | +$280K | 0.06% | 145 |
|
|
2023
Q1 | – | Sell |
-190
| Closed | -$30K | – | 489 |
|
|
2022
Q4 | $30K | Buy |
+190
| New | +$30K | 0.01% | 478 |
|
|
2021
Q3 | – | Sell |
-1,728
| Closed | -$330K | – | 229 |
|
|
2021
Q2 | $330K | Buy |
1,728
+40
| +2% | +$7.64K | 0.1% | 111 |
|
|
2021
Q1 | $296K | Buy |
+1,688
| New | +$296K | 0.11% | 107 |
|
|
2019
Q2 | – | Sell |
-150
| Closed | -$18K | – | 395 |
|
|
2019
Q1 | $18K | Buy |
+150
| New | +$18K | 0.01% | 276 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$20K | – | 379 |
|
|
2018
Q3 | $20K | Hold |
150
| – | – | 0.02% | 320 |
|
|
2018
Q2 | $20K | Hold |
150
| – | – | 0.02% | 311 |
|
|
2018
Q1 | $23K | Sell |
150
-1,258
| -89% | -$193K | 0.02% | 293 |
|
|
2017
Q4 | $204K | Buy |
+1,408
| New | +$204K | 0.17% | 103 |
|