SteelPeak Wealth’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 | – | Sell |
-21,297
| Closed | -$3.74M | – | 552 |
|
|
2025
Q1 | $3.74M | Buy |
21,297
+5,489
| +35% | +$965K | 0.16% | 114 |
|
|
2024
Q4 | $3.05M | Sell |
15,808
-5,967
| -27% | -$1.15M | 0.12% | 125 |
|
|
2024
Q3 | $4.03M | Sell |
21,775
-2,149
| -9% | -$397K | 0.18% | 97 |
|
|
2024
Q2 | $3.72M | Buy |
23,924
+660
| +3% | +$103K | 0.17% | 96 |
|
|
2024
Q1 | $3.76M | Sell |
23,264
-25,555
| -52% | -$4.13M | 0.19% | 94 |
|
|
2023
Q4 | $7.56M | Sell |
48,819
-7,138
| -13% | -$1.11M | 0.44% | 63 |
|
|
2023
Q3 | $6.87M | Buy |
+55,957
| New | +$6.87M | 0.43% | 59 |
|
|
2023
Q1 | – | Sell |
-1,673
| Closed | -$264K | – | 404 |
|
|
2022
Q4 | $264K | Sell |
1,673
-16
| -0.9% | -$2.53K | 0.02% | 322 |
|
|
2022
Q3 | $252K | Sell |
1,689
-25
| -1% | -$3.73K | 0.02% | 340 |
|
|
2022
Q2 | $270K | Buy |
1,714
+488
| +40% | +$76.9K | 0.02% | 328 |
|
|
2022
Q1 | $226K | Buy |
1,226
+3
| +0.2% | +$553 | 0.01% | 368 |
|
|
2021
Q4 | $245K | Hold |
1,223
| – | – | 0.01% | 345 |
|
|
2021
Q3 | $239K | Hold |
1,223
| – | – | 0.02% | 355 |
|
|
2021
Q2 | $233K | Sell |
1,223
-8,772
| -88% | -$1.67M | 0.02% | 361 |
|
|
2021
Q1 | $1.75M | Buy |
9,995
+2,655
| +36% | +$466K | 0.14% | 107 |
|
|
2020
Q4 | $1.09M | Sell |
7,340
-3,166
| -30% | -$472K | 0.1% | 148 |
|
|
2020
Q3 | $1.16M | Buy |
10,506
+4,258
| +68% | +$468K | 0.12% | 119 |
|
|
2020
Q2 | $657K | Buy |
+6,248
| New | +$657K | 0.08% | 151 |
|