Shepherd Financial Partners’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $682K | Buy |
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|
2022
Q3 | $604K | Sell |
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|
2022
Q2 | $950K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $3.26M | Buy |
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|
2019
Q3 | $2.86M | Buy |
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|
2019
Q2 | $2.79M | Sell |
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|
2019
Q1 | $2.54M | Buy |
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|
2018
Q4 | $2.4M | Sell |
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|
2018
Q3 | $3.28M | Hold |
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|
2018
Q2 | $3.3M | Buy |
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|
2018
Q1 | $3.47M | Sell |
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|
2017
Q4 | $3.46M | Sell |
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|
2017
Q3 | $3.52M | Buy |
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|
2017
Q2 | $3.23M | Sell |
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|
2017
Q1 | $3.13M | Buy |
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|
2016
Q4 | $2.94M | Buy |
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