Strategic Wealth Partners’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 | $8.88M | Buy |
+47,645
| New | +$8.88M | 0.7% | 46 |
|
|
2024
Q4 | $12.7M | Buy |
65,099
+15,964
| +32% | +$3.12M | 1.05% | 24 |
|
|
2024
Q3 | $9.08M | Sell |
49,135
-1,467
| -3% | -$271K | 0.87% | 28 |
|
|
2024
Q2 | $7.87M | Buy |
50,602
+2,313
| +5% | +$360K | 0.82% | 32 |
|
|
2024
Q1 | $7.8M | Sell |
48,289
-4,237
| -8% | -$685K | 0.86% | 29 |
|
|
2023
Q4 | $8.13M | Buy |
52,526
+18,306
| +53% | +$2.83M | 1% | 19 |
|
|
2023
Q3 | $4.2M | Buy |
34,220
+957
| +3% | +$117K | 0.55% | 44 |
|
|
2023
Q2 | $4.19M | Buy |
33,263
+2,962
| +10% | +$373K | 0.54% | 47 |
|
|
2023
Q1 | $3.85M | Buy |
30,301
+11,222
| +59% | +$1.43M | 0.59% | 40 |
|
|
2022
Q4 | $3.01M | Buy |
19,079
+1,231
| +7% | +$194K | 0.56% | 50 |
|
|
2022
Q3 | $2.67M | Buy |
17,848
+4,213
| +31% | +$629K | 0.57% | 52 |
|
|
2022
Q2 | $2.15M | Buy |
13,635
+378
| +3% | +$59.6K | 0.46% | 77 |
|
|
2022
Q1 | $2.45M | Buy |
13,257
+4,483
| +51% | +$827K | 0.48% | 72 |
|
|
2021
Q4 | $1.76M | Buy |
8,774
+465
| +6% | +$93.2K | 0.33% | 100 |
|
|
2021
Q3 | $1.63M | Buy |
8,309
+180
| +2% | +$35.2K | 0.48% | 55 |
|
|
2021
Q2 | $1.55M | Sell |
8,129
-446
| -5% | -$85.1K | 0.51% | 47 |
|
|
2021
Q1 | $1.5M | Sell |
8,575
-477
| -5% | -$83.7K | 0.6% | 43 |
|
|
2020
Q4 | $1.35M | Sell |
9,052
-416
| -4% | -$62K | 0.57% | 49 |
|
|
2020
Q3 | $1.04M | Buy |
+9,468
| New | +$1.04M | 0.53% | 59 |
|
|
2019
Q4 | – | Sell |
-5
| Closed | – | – | 401 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 759 |
|
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 803 |
|
|
2019
Q1 | $1K | Sell |
5
-76
| -94% | -$15.2K | ﹤0.01% | 749 |
|
|
2018
Q4 | $10K | Hold |
81
| – | – | 0.01% | 477 |
|
|
2018
Q3 | $11K | Sell |
81
-26
| -24% | -$3.53K | 0.01% | 435 |
|
|
2018
Q2 | $14K | Buy |
107
+79
| +282% | +$10.3K | 0.01% | 484 |
|
|
2018
Q1 | $4K | Sell |
28
-498
| -95% | -$71.1K | ﹤0.01% | 676 |
|
|
2017
Q4 | $70K | Buy |
+526
| New | +$70K | 0.04% | 201 |
|