Perigon Wealth 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 | $1.69M | Buy |
9,075
+549
| +6% | +$102K | 0.04% | 366 |
|
|
2025
Q1 | $1.5M | Sell |
8,526
-221
| -3% | -$38.8K | 0.04% | 365 |
|
|
2024
Q4 | $1.72M | Buy |
8,747
+2,912
| +50% | +$572K | 0.04% | 337 |
|
|
2024
Q3 | $1.08M | Buy |
5,835
+23
| +0.4% | +$4.25K | 0.03% | 410 |
|
|
2024
Q2 | $904K | Sell |
5,812
-239
| -4% | -$37.2K | 0.03% | 394 |
|
|
2024
Q1 | $978K | Sell |
6,051
-38
| -0.6% | -$6.14K | 0.03% | 379 |
|
|
2023
Q4 | $943K | Buy |
6,089
+3
| +0% | +$465 | 0.03% | 352 |
|
|
2023
Q3 | $747K | Buy |
6,086
+449
| +8% | +$55.1K | 0.03% | 359 |
|
|
2023
Q2 | $710K | Sell |
5,637
-187
| -3% | -$23.6K | 0.03% | 374 |
|
|
2023
Q1 | $740K | Buy |
5,824
+25
| +0.4% | +$3.18K | 0.04% | 324 |
|
|
2022
Q4 | $916K | Buy |
5,799
+3,946
| +213% | +$623K | 0.06% | 283 |
|
|
2022
Q3 | $277K | Buy |
1,853
+251
| +16% | +$37.5K | 0.02% | 439 |
|
|
2022
Q2 | $253K | Buy |
1,602
+334
| +26% | +$52.7K | 0.02% | 474 |
|
|
2022
Q1 | $234K | Buy |
+1,268
| New | +$234K | 0.02% | 544 |
|
|
2021
Q1 | – | Sell |
-443
| Closed | -$66K | – | 883 |
|
|
2020
Q4 | $66K | Buy |
+443
| New | +$66K | 0.01% | 653 |
|
|
2018
Q2 | – | Sell |
-537
| Closed | -$81K | – | 506 |
|
|
2018
Q1 | $81K | Hold |
537
| – | – | 0.03% | 257 |
|
|
2017
Q4 | $77K | Sell |
537
-15
| -3% | -$2.15K | 0.03% | 239 |
|
|
2017
Q3 | $74K | Buy |
552
+387
| +235% | +$51.9K | 0.02% | 296 |
|
|
2017
Q2 | $21K | Hold |
165
| – | – | ﹤0.01% | 447 |
|
|
2017
Q1 | $20K | Buy |
+165
| New | +$20K | ﹤0.01% | 468 |
|
|
2016
Q4 | – | Sell |
-315
| Closed | -$28K | – | 745 |
|
|
2016
Q3 | $28K | Buy |
315
+75
| +31% | +$6.67K | 0.01% | 359 |
|
|
2016
Q2 | $20K | Hold |
240
| – | – | 0.01% | 340 |
|
|
2016
Q1 | $20K | Buy |
+240
| New | +$20K | 0.01% | 228 |
|