PWMAG
Pinnacle Wealth Management Advisory Group’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
9,885
-213
| -2% | -$39.7K | 0.15% | 103 |
|
|
2025
Q1 | $1.77M | Sell |
10,098
-218
| -2% | -$38.3K | 0.17% | 101 |
|
|
2024
Q4 | $1.99M | Sell |
10,316
-154
| -1% | -$29.7K | 0.19% | 93 |
|
|
2024
Q3 | $1.94M | Sell |
10,470
-218
| -2% | -$40.3K | 0.18% | 94 |
|
|
2024
Q2 | $1.66M | Sell |
10,688
-119
| -1% | -$18.5K | 0.17% | 99 |
|
|
2024
Q1 | $1.75M | Sell |
10,807
-416
| -4% | -$67.2K | 0.19% | 94 |
|
|
2023
Q4 | $1.74M | Sell |
11,223
-1,887
| -14% | -$292K | 0.2% | 91 |
|
|
2023
Q3 | $1.61M | Buy |
13,110
+293
| +2% | +$36K | 0.21% | 92 |
|
|
2023
Q2 | $1.61M | Buy |
12,817
+38
| +0.3% | +$4.79K | 0.2% | 94 |
|
|
2023
Q1 | $1.62M | Sell |
12,779
-1,702
| -12% | -$216K | 0.22% | 88 |
|
|
2022
Q4 | $2.29M | Sell |
14,481
-690
| -5% | -$109K | 0.34% | 64 |
|
|
2022
Q3 | $2.27M | Buy |
15,171
+253
| +2% | +$37.8K | 0.38% | 62 |
|
|
2022
Q2 | $2.35M | Buy |
14,918
+1,101
| +8% | +$174K | 0.38% | 66 |
|
|
2022
Q1 | $2.55M | Buy |
13,817
+280
| +2% | +$51.7K | 0.37% | 68 |
|
|
2021
Q4 | $2.71M | Buy |
13,537
+766
| +6% | +$154K | 0.44% | 57 |
|
|
2021
Q3 | $2.5M | Buy |
12,771
+225
| +2% | +$44K | 0.58% | 45 |
|
|
2021
Q2 | $2.39M | Buy |
12,546
+399
| +3% | +$76.1K | 0.56% | 45 |
|
|
2021
Q1 | $2.13M | Buy |
12,147
+41
| +0.3% | +$7.19K | 0.6% | 42 |
|
|
2020
Q4 | $1.8M | Buy |
12,106
+295
| +2% | +$44K | 0.55% | 46 |
|
|
2020
Q3 | $1.3M | Sell |
11,811
-110
| -0.9% | -$12.1K | 0.45% | 61 |
|
|
2020
Q2 | $1.25M | Buy |
11,921
+3,415
| +40% | +$359K | 0.47% | 62 |
|
|
2020
Q1 | $814K | Buy |
8,506
+3,195
| +60% | +$306K | 0.4% | 63 |
|
|
2019
Q4 | $848K | Hold |
5,311
| – | – | 0.32% | 83 |
|
|
2019
Q3 | $744K | Sell |
5,311
-175
| -3% | -$24.5K | 0.31% | 88 |
|
|
2019
Q2 | $753K | Buy |
5,486
+175
| +3% | +$24K | 0.32% | 86 |
|
|
2019
Q1 | $651K | Sell |
5,311
-225
| -4% | -$27.6K | 0.29% | 91 |
|
|
2018
Q4 | $647K | Sell |
5,536
-230
| -4% | -$26.9K | 0.35% | 87 |
|
|
2018
Q3 | $785K | Buy |
5,766
+294
| +5% | +$40K | 0.39% | 74 |
|
|
2018
Q2 | $739K | Sell |
5,472
-4,490
| -45% | -$606K | 0.4% | 73 |
|
|
2018
Q1 | $1.51M | Sell |
9,962
-175
| -2% | -$26.5K | 0.85% | 28 |
|
|
2017
Q4 | $1.46M | Sell |
10,137
-75
| -0.7% | -$10.8K | 0.81% | 34 |
|
|
2017
Q3 | $1.38M | Sell |
10,212
-125
| -1% | -$16.8K | 0.8% | 35 |
|
|
2017
Q2 | $1.29M | Sell |
10,337
-125
| -1% | -$15.6K | 0.8% | 38 |
|
|
2017
Q1 | $1.26M | Sell |
10,462
-425
| -4% | -$51.1K | 0.87% | 36 |
|
|
2016
Q4 | $1.27M | Sell |
10,887
-225
| -2% | -$26.3K | 0.91% | 30 |
|
|
2016
Q3 | $1M | Sell |
11,112
-175
| -2% | -$15.8K | 0.76% | 44 |
|
|
2016
Q2 | $919K | Sell |
11,287
-350
| -3% | -$28.5K | 0.73% | 50 |
|
|
2016
Q1 | $984K | Sell |
11,637
-500
| -4% | -$42.3K | 0.87% | 40 |
|
|
2015
Q4 | $1.16M | Hold |
12,137
| – | – | 1.06% | 31 |
|
|
2015
Q3 | $1.08M | Sell |
12,137
-875
| -7% | -$78.1K | 1.05% | 30 |
|
|
2015
Q2 | $1.25M | Sell |
13,012
-3,100
| -19% | -$297K | 1.15% | 27 |
|
|
2015
Q1 | $1.5M | Sell |
16,112
-99
| -0.6% | -$9.23K | 1.35% | 22 |
|
|
2014
Q4 | $1.48M | Buy |
+16,211
| New | +$1.48M | 1.38% | 23 |
|