Strategic Family Wealth Counselors’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,444
Closed -$1.19M 143
2024
Q3
$1.19M Sell
6,444
-3,717
-37% -$687K 0.42% 49
2024
Q2
$1.58M Buy
10,161
+2
+0% +$311 0.6% 42
2024
Q1
$1.64M Buy
10,159
+1
+0% +$162 0.65% 40
2023
Q4
$1.57M Buy
10,158
+2
+0% +$310 0.66% 38
2023
Q3
$1.25M Buy
10,156
+4,064
+67% +$499K 0.6% 38
2023
Q2
$767K Buy
6,092
+10
+0.2% +$1.26K 0.35% 45
2023
Q1
$773K Sell
6,082
-3
-0% -$381 0.37% 45
2022
Q4
$961K Sell
6,085
-1
-0% -$158 0.48% 43
2022
Q3
$909K Sell
6,086
-2,242
-27% -$335K 0.45% 38
2022
Q2
$1.31M Buy
8,328
+1
+0% +$158 0.63% 34
2022
Q1
$1.54M Buy
8,327
+1
+0% +$184 0.62% 33
2021
Q4
$1.67M Buy
8,326
+1
+0% +$201 0.54% 35
2021
Q3
$1.63M Sell
8,325
-1,812
-18% -$355K 0.56% 31
2021
Q2
$1.93M Buy
10,137
+1
+0% +$191 0.63% 29
2021
Q1
$1.78M Buy
10,136
+1
+0% +$175 0.67% 29
2020
Q4
$1.51M Buy
10,135
+2
+0% +$298 0.78% 27
2020
Q3
$1.11M Sell
10,133
-132
-1% -$14.5K 0.63% 28
2020
Q2
$1.08M Buy
+10,265
New +$1.08M 0.68% 29