Simon Quick Advisors’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 | $416K | Buy |
2,233
+390
| +21% | +$72.7K | 0.02% | 497 |
|
|
2025
Q1 | $324K | Buy |
1,843
+422
| +30% | +$74.2K | 0.02% | 422 |
|
|
2024
Q4 | $274K | Buy |
1,421
+134
| +10% | +$25.8K | 0.02% | 369 |
|
|
2024
Q3 | $238K | Buy |
+1,287
| New | +$238K | 0.02% | 370 |
|
|
2020
Q1 | – | Sell |
-1,049
| Closed | -$167K | – | 652 |
|
|
2019
Q4 | $167K | Buy |
1,049
+186
| +22% | +$29.6K | 0.06% | 104 |
|
|
2019
Q3 | $121K | Sell |
863
-61
| -7% | -$8.55K | 0.05% | 103 |
|
|
2019
Q2 | $127K | Buy |
924
+74
| +9% | +$10.2K | 0.06% | 80 |
|
|
2019
Q1 | $104K | Buy |
+850
| New | +$104K | 0.04% | 114 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$4K | – | 361 |
|
|
2018
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 301 |
|
|
2018
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 262 |
|
|
2017
Q4 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 368 |
|