ProVise 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 | $327K | Hold |
1,756
| – | – | 0.03% | 210 |
|
|
2025
Q1 | $309K | Buy |
1,756
+500
| +40% | +$87.9K | 0.03% | 204 |
|
|
2024
Q4 | $242K | Sell |
1,256
-81
| -6% | -$15.6K | 0.02% | 233 |
|
|
2024
Q3 | $247K | Buy |
+1,337
| New | +$247K | 0.02% | 261 |
|
|
2024
Q2 | – | Sell |
-1,256
| Closed | -$203K | – | 303 |
|
|
2024
Q1 | $203K | Buy |
+1,256
| New | +$203K | 0.02% | 285 |
|
|
2022
Q2 | – | Sell |
-1,264
| Closed | -$233K | – | 361 |
|
|
2022
Q1 | $233K | Buy |
1,264
+2
| +0.2% | +$369 | 0.02% | 331 |
|
|
2021
Q4 | $253K | Hold |
1,262
| – | – | 0.02% | 332 |
|
|
2021
Q3 | $247K | Hold |
1,262
| – | – | 0.02% | 320 |
|
|
2021
Q2 | $241K | Sell |
1,262
-10
| -0.8% | -$1.91K | 0.02% | 339 |
|
|
2021
Q1 | $223K | Buy |
+1,272
| New | +$223K | 0.02% | 319 |
|
|
2020
Q1 | – | Sell |
-1,256
| Closed | -$200K | – | 292 |
|
|
2019
Q4 | $200K | Buy |
+1,256
| New | +$200K | 0.02% | 292 |
|
|
2019
Q1 | – | Sell |
-2,256
| Closed | -$264K | – | 317 |
|
|
2018
Q4 | $264K | Hold |
2,256
| – | – | 0.04% | 242 |
|
|
2018
Q3 | $307K | Hold |
2,256
| – | – | 0.04% | 263 |
|
|
2018
Q2 | $305 | Hold |
2,256
| – | – | 0.02% | 264 |
|
|
2018
Q1 | $341K | Hold |
2,256
| – | – | 0.05% | 234 |
|
|
2017
Q4 | $325K | Hold |
2,256
| – | – | 0.05% | 250 |
|
|
2017
Q3 | $304K | Sell |
2,256
-38
| -2% | -$5.12K | 0.04% | 255 |
|
|
2017
Q2 | $287K | Buy |
+2,294
| New | +$287K | 0.04% | 267 |
|