Prestige Wealth Management Group’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 | $77.7K | Sell |
417
-1,051
| -72% | -$196K | 0.02% | 223 |
|
|
2025
Q1 | $258K | Buy |
1,468
+31
| +2% | +$5.45K | 0.06% | 145 |
|
|
2024
Q4 | $277K | Buy |
1,437
+48
| +3% | +$9.25K | 0.06% | 142 |
|
|
2024
Q3 | $257K | Sell |
1,389
-9
| -0.6% | -$1.66K | 0.05% | 141 |
|
|
2024
Q2 | $217K | Buy |
1,398
+86
| +7% | +$13.4K | 0.05% | 135 |
|
|
2024
Q1 | $212K | Buy |
1,312
+39
| +3% | +$6.31K | 0.05% | 147 |
|
|
2023
Q4 | $197K | Sell |
1,273
-73
| -5% | -$11.3K | 0.04% | 138 |
|
|
2023
Q3 | $165K | Sell |
1,346
-1,695
| -56% | -$208K | 0.04% | 144 |
|
|
2023
Q2 | $383K | Sell |
3,041
-150
| -5% | -$18.9K | 0.09% | 104 |
|
|
2023
Q1 | $406K | Buy |
3,191
+140
| +5% | +$17.8K | 0.1% | 94 |
|
|
2022
Q4 | $482K | Buy |
3,051
+1,384
| +83% | +$219K | 0.13% | 80 |
|
|
2022
Q3 | $249K | Buy |
1,667
+196
| +13% | +$29.3K | 0.07% | 122 |
|
|
2022
Q2 | $232K | Buy |
1,471
+257
| +21% | +$40.5K | 0.06% | 124 |
|
|
2022
Q1 | $224K | Buy |
1,214
+38
| +3% | +$7.01K | 0.06% | 130 |
|
|
2021
Q4 | $236K | Buy |
1,176
+60
| +5% | +$12K | 0.06% | 126 |
|
|
2021
Q3 | $218K | Buy |
1,116
+106
| +10% | +$20.7K | 0.06% | 130 |
|
|
2021
Q2 | $193K | Buy |
1,010
+405
| +67% | +$77.4K | 0.05% | 132 |
|
|
2021
Q1 | $106K | Hold |
605
| – | – | 0.03% | 178 |
|
|
2020
Q4 | $90K | Hold |
605
| – | – | 0.02% | 186 |
|
|
2020
Q3 | $67K | Hold |
605
| – | – | 0.02% | 214 |
|
|
2020
Q2 | $64K | Buy |
605
+16
| +3% | +$1.69K | 0.02% | 191 |
|
|
2020
Q1 | $56K | Buy |
589
+192
| +48% | +$18.3K | 0.02% | 172 |
|
|
2019
Q4 | $63K | Hold |
397
| – | – | 0.03% | 190 |
|
|
2019
Q3 | $56K | Hold |
397
| – | – | 0.03% | 191 |
|
|
2019
Q2 | $55K | Buy |
397
+161
| +68% | +$22.3K | 0.03% | 189 |
|
|
2019
Q1 | $29K | Sell |
236
-253
| -52% | -$31.1K | 0.02% | 229 |
|
|
2018
Q4 | $57K | Buy |
+489
| New | +$57K | 0.04% | 181 |
|