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 |
|