Pinnacle Wealth Planning 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 | $449K | Buy |
2,409
+89
| +4% | +$16.6K | 0.06% | 215 |
|
|
2025
Q1 | $408K | Sell |
2,320
-27
| -1% | -$4.75K | 0.06% | 196 |
|
|
2024
Q4 | $453K | Sell |
2,347
-65
| -3% | -$12.5K | 0.07% | 170 |
|
|
2024
Q3 | $446K | Sell |
2,412
-36
| -1% | -$6.65K | 0.06% | 207 |
|
|
2024
Q2 | $381K | Sell |
2,448
-131
| -5% | -$20.4K | 0.05% | 227 |
|
|
2024
Q1 | $417K | Buy |
2,579
+58
| +2% | +$9.37K | 0.06% | 225 |
|
|
2023
Q4 | $390K | Sell |
2,521
-401
| -14% | -$62.1K | 0.06% | 211 |
|
|
2023
Q3 | $359K | Sell |
2,922
-16
| -0.5% | -$1.96K | 0.06% | 215 |
|
|
2023
Q2 | $370K | Sell |
2,938
-552
| -16% | -$69.5K | 0.06% | 220 |
|
|
2023
Q1 | $444K | Buy |
3,490
+396
| +13% | +$50.3K | 0.07% | 191 |
|
|
2022
Q4 | $489K | Sell |
3,094
-1,194
| -28% | -$189K | 0.09% | 164 |
|
|
2022
Q3 | $641K | Buy |
4,288
+311
| +8% | +$46.5K | 0.12% | 111 |
|
|
2022
Q2 | $627K | Buy |
3,977
+414
| +12% | +$65.3K | 0.11% | 123 |
|
|
2022
Q1 | $657K | Buy |
3,563
+186
| +6% | +$34.3K | 0.12% | 133 |
|
|
2021
Q4 | $678K | Buy |
3,377
+466
| +16% | +$93.6K | 0.13% | 115 |
|
|
2021
Q3 | $570K | Buy |
2,911
+202
| +7% | +$39.6K | 0.13% | 123 |
|
|
2021
Q2 | $516K | Sell |
2,709
-30
| -1% | -$5.71K | 0.12% | 128 |
|
|
2021
Q1 | $480K | Sell |
2,739
-90
| -3% | -$15.8K | 0.12% | 132 |
|
|
2020
Q4 | $421K | Buy |
2,829
+402
| +17% | +$59.8K | 0.1% | 129 |
|
|
2020
Q3 | $267K | Sell |
2,427
-50
| -2% | -$5.5K | 0.09% | 186 |
|
|
2020
Q2 | $260K | Sell |
2,477
-556
| -18% | -$58.4K | 0.08% | 176 |
|
|
2020
Q1 | $289K | Buy |
3,033
+859
| +40% | +$81.9K | 0.14% | 138 |
|
|
2019
Q4 | $347K | Buy |
2,174
+243
| +13% | +$38.8K | 0.16% | 131 |
|
|
2019
Q3 | $270K | Buy |
1,931
+393
| +26% | +$55K | 0.15% | 133 |
|
|
2019
Q2 | $211K | Buy |
+1,538
| New | +$211K | 0.13% | 152 |
|
|
2019
Q1 | – | Sell |
-1,806
| Closed | -$211K | – | 180 |
|
|
2018
Q4 | $211K | Sell |
1,806
-16
| -0.9% | -$1.87K | 0.14% | 125 |
|
|
2018
Q3 | $248K | Buy |
1,822
+8
| +0.4% | +$1.09K | 0.23% | 140 |
|
|
2018
Q2 | $245K | Buy |
1,814
+283
| +18% | +$38.2K | 0.24% | 137 |
|
|
2018
Q1 | $231K | Buy |
+1,531
| New | +$231K | 0.24% | 144 |
|