Principle Wealth Partners’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 | $4.37M | Buy |
23,423
+990
| +4% | +$185K | 0.27% | 76 |
|
|
2025
Q1 | $3.94M | Buy |
22,433
+890
| +4% | +$156K | 0.28% | 82 |
|
|
2024
Q4 | $4.15M | Sell |
21,543
-100
| -0.5% | -$19.3K | 0.29% | 77 |
|
|
2024
Q3 | $4M | Sell |
21,643
-118
| -0.5% | -$21.8K | 0.28% | 83 |
|
|
2024
Q2 | $3.38M | Sell |
21,761
-580
| -3% | -$90.2K | 0.26% | 92 |
|
|
2024
Q1 | $3.61M | Sell |
22,341
-495
| -2% | -$80K | 0.28% | 85 |
|
|
2023
Q4 | $3.54M | Sell |
22,836
-90
| -0.4% | -$13.9K | 0.3% | 80 |
|
|
2023
Q3 | $2.81M | Buy |
22,926
+1,062
| +5% | +$130K | 0.28% | 85 |
|
|
2023
Q2 | $2.75M | Buy |
21,864
+5,080
| +30% | +$640K | 0.28% | 83 |
|
|
2023
Q1 | $2.13M | Buy |
16,784
+6,065
| +57% | +$771K | 0.23% | 92 |
|
|
2022
Q4 | $1.69M | Buy |
10,719
+4,167
| +64% | +$658K | 0.19% | 100 |
|
|
2022
Q3 | $979 | Sell |
6,552
-100
| -2% | -$15 | 0.09% | 119 |
|
|
2022
Q2 | $1.05M | Sell |
6,652
-402
| -6% | -$63.4K | 0.13% | 126 |
|
|
2022
Q1 | $1.3M | Hold |
7,054
| – | – | 0.14% | 118 |
|
|
2021
Q4 | $1.41M | Sell |
7,054
-562
| -7% | -$113K | 0.15% | 113 |
|
|
2021
Q3 | $1.49M | Hold |
7,616
| – | – | 0.17% | 106 |
|
|
2021
Q2 | $1.45M | Sell |
7,616
-150
| -2% | -$28.6K | 0.17% | 106 |
|
|
2021
Q1 | $1.36M | Buy |
7,766
+418
| +6% | +$73.3K | 0.16% | 110 |
|
|
2020
Q4 | $1.1M | Buy |
7,348
+3,230
| +78% | +$481K | 0.14% | 115 |
|
|
2020
Q3 | $453K | Sell |
4,118
-65
| -2% | -$7.15K | 0.13% | 92 |
|
|
2020
Q2 | $440K | Hold |
4,183
| – | – | 0.13% | 94 |
|
|
2020
Q1 | $400K | Hold |
4,183
| – | – | 0.15% | 92 |
|
|
2019
Q4 | $668K | Hold |
4,183
| – | – | 0.21% | 80 |
|
|
2019
Q3 | $586K | Sell |
4,183
-260
| -6% | -$36.4K | 0.2% | 86 |
|
|
2019
Q2 | $610K | Buy |
4,443
+65
| +1% | +$8.92K | 0.31% | 59 |
|
|
2019
Q1 | $537K | Buy |
4,378
+284
| +7% | +$34.8K | 0.31% | 58 |
|
|
2018
Q4 | $479K | Buy |
+4,094
| New | +$479K | 0.4% | 57 |
|