SDWMA
Schneider Downs Wealth Management Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
11,865
+786
| +7% | +$147K | 0.33% | 40 |
|
|
2025
Q1 | $1.95M | Sell |
11,079
-13
| -0.1% | -$2.29K | 0.35% | 36 |
|
|
2024
Q4 | $2.14M | Buy |
11,092
+6,767
| +156% | +$1.31M | 0.4% | 34 |
|
|
2024
Q3 | $799K | Buy |
4,325
+315
| +8% | +$58.2K | 0.16% | 61 |
|
|
2024
Q2 | $623K | Sell |
4,010
-634
| -14% | -$98.6K | 0.14% | 63 |
|
|
2024
Q1 | $751K | Buy |
4,644
+371
| +9% | +$60K | 0.17% | 57 |
|
|
2023
Q4 | $662K | Buy |
4,273
+1,435
| +51% | +$222K | 0.17% | 54 |
|
|
2023
Q3 | $348K | Sell |
2,838
-21
| -0.7% | -$2.58K | 0.08% | 75 |
|
|
2023
Q2 | $360K | Sell |
2,859
-150
| -5% | -$18.9K | 0.08% | 80 |
|
|
2023
Q1 | $382K | Buy |
3,009
+519
| +21% | +$66K | 0.08% | 75 |
|
|
2022
Q4 | $393K | Sell |
2,490
-787
| -24% | -$124K | 0.09% | 73 |
|
|
2022
Q3 | $490K | Buy |
3,277
+175
| +6% | +$26.2K | 0.14% | 63 |
|
|
2022
Q2 | $489K | Buy |
3,102
+80
| +3% | +$12.6K | 0.14% | 74 |
|
|
2022
Q1 | $557K | Buy |
3,022
+242
| +9% | +$44.6K | 0.14% | 71 |
|
|
2021
Q4 | $557K | Hold |
2,780
| – | – | 0.13% | 75 |
|
|
2021
Q3 | $544K | Buy |
2,780
+242
| +10% | +$47.4K | 0.14% | 76 |
|
|
2021
Q2 | $484K | Sell |
2,538
-49
| -2% | -$9.34K | 0.13% | 74 |
|
|
2021
Q1 | $454K | Sell |
2,587
-212
| -8% | -$37.2K | 0.11% | 73 |
|
|
2020
Q4 | $417K | Buy |
2,799
+660
| +31% | +$98.3K | 0.12% | 51 |
|
|
2020
Q3 | $235K | Buy |
2,139
+7
| +0.3% | +$769 | 0.08% | 93 |
|
|
2020
Q2 | $224K | Hold |
2,132
| – | – | 0.08% | 85 |
|
|
2020
Q1 | $204K | Buy |
2,132
+45
| +2% | +$4.31K | 0.07% | 87 |
|
|
2019
Q4 | $333K | Hold |
2,087
| – | – | 0.1% | 44 |
|
|
2019
Q3 | $293K | Sell |
2,087
-400
| -16% | -$56.2K | 0.09% | 50 |
|
|
2019
Q2 | $341K | Buy |
2,487
+205
| +9% | +$28.1K | 0.12% | 46 |
|
|
2019
Q1 | $280K | Hold |
2,282
| – | – | 0.11% | 55 |
|
|
2018
Q4 | $267K | Hold |
2,282
| – | – | 0.12% | 48 |
|
|
2018
Q3 | $311K | Sell |
2,282
-139
| -6% | -$18.9K | 0.2% | 40 |
|
|
2018
Q2 | $327K | Buy |
2,421
+154
| +7% | +$20.8K | 0.22% | 38 |
|
|
2018
Q1 | $343K | Buy |
+2,267
| New | +$343K | 0.19% | 34 |
|