RWM
Ritholtz Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
27,322
+4,735
| +21% | +$883K | 0.11% | 109 |
|
|
2025
Q1 | $3.97M | Sell |
22,587
-2,266
| -9% | -$398K | 0.12% | 119 |
|
|
2024
Q4 | $4.79M | Buy |
24,853
+1,156
| +5% | +$223K | 0.14% | 87 |
|
|
2024
Q3 | $4.38M | Buy |
23,697
+1,010
| +4% | +$187K | 0.13% | 93 |
|
|
2024
Q2 | $3.53M | Buy |
22,687
+713
| +3% | +$111K | 0.12% | 113 |
|
|
2024
Q1 | $3.55M | Buy |
21,974
+1,099
| +5% | +$178K | 0.12% | 114 |
|
|
2023
Q4 | $3.23M | Buy |
20,875
+6,687
| +47% | +$1.04M | 0.13% | 104 |
|
|
2023
Q3 | $1.74M | Sell |
14,188
-893
| -6% | -$110K | 0.08% | 168 |
|
|
2023
Q2 | $1.9M | Buy |
15,081
+10,566
| +234% | +$1.33M | 0.09% | 147 |
|
|
2023
Q1 | $574K | Sell |
4,515
-3,769
| -45% | -$479K | 0.03% | 375 |
|
|
2022
Q4 | $1.31M | Sell |
8,284
-863
| -9% | -$136K | 0.07% | 187 |
|
|
2022
Q3 | $1.37M | Buy |
9,147
+4,782
| +110% | +$715K | 0.07% | 189 |
|
|
2022
Q2 | $689K | Sell |
4,365
-64
| -1% | -$10.1K | 0.04% | 249 |
|
|
2022
Q1 | $817K | Sell |
4,429
-74
| -2% | -$13.7K | 0.06% | 220 |
|
|
2021
Q4 | $903K | Sell |
4,503
-454
| -9% | -$91K | 0.06% | 185 |
|
|
2021
Q3 | $970K | Buy |
4,957
+240
| +5% | +$47K | 0.07% | 149 |
|
|
2021
Q2 | $900K | Buy |
4,717
+784
| +20% | +$150K | 0.06% | 160 |
|
|
2021
Q1 | $690K | Buy |
3,933
+1,003
| +34% | +$176K | 0.06% | 161 |
|
|
2020
Q4 | $437K | Buy |
+2,930
| New | +$437K | 0.04% | 185 |
|
|
2020
Q1 | – | Sell |
-1,844
| Closed | -$294K | – | 193 |
|
|
2019
Q4 | $294K | Buy |
1,844
+24
| +1% | +$3.83K | 0.04% | 117 |
|
|
2019
Q3 | $255K | Hold |
1,820
| – | – | 0.04% | 113 |
|
|
2019
Q2 | $250K | Hold |
1,820
| – | – | 0.04% | 108 |
|
|
2019
Q1 | $223K | Buy |
+1,820
| New | +$223K | 0.04% | 119 |
|
|
2018
Q4 | – | Sell |
-1,760
| Closed | -$240K | – | 130 |
|
|
2018
Q3 | $240K | Buy |
1,760
+17
| +1% | +$2.32K | 0.06% | 101 |
|
|
2018
Q2 | $235K | Buy |
1,743
+113
| +7% | +$15.2K | 0.06% | 102 |
|
|
2018
Q1 | $247K | Sell |
1,630
-250
| -13% | -$37.9K | 0.07% | 101 |
|
|
2017
Q4 | $271K | Buy |
+1,880
| New | +$271K | 0.08% | 94 |
|