TI
Truepoint Inc’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
1,694
| – | – | 0.01% | 116 |
|
|
2025
Q1 | $298K | Sell |
1,694
-2
| -0.1% | -$352 | 0.01% | 113 |
|
|
2024
Q4 | $327K | Buy |
1,696
+1
| +0.1% | +$193 | 0.01% | 105 |
|
|
2024
Q3 | $313K | Buy |
1,695
+1
| +0.1% | +$185 | 0.01% | 108 |
|
|
2024
Q2 | $263K | Hold |
1,694
| – | – | 0.01% | 107 |
|
|
2024
Q1 | $274K | Sell |
1,694
-947
| -36% | -$153K | 0.01% | 112 |
|
|
2023
Q4 | $409K | Buy |
2,641
+291
| +12% | +$45.1K | 0.01% | 142 |
|
|
2023
Q3 | $288K | Sell |
2,350
-276
| -11% | -$33.9K | 0.01% | 150 |
|
|
2023
Q2 | $331K | Buy |
2,626
+3
| +0.1% | +$378 | 0.01% | 120 |
|
|
2023
Q1 | $333K | Hold |
2,623
| – | – | 0.01% | 115 |
|
|
2022
Q4 | $414K | Sell |
2,623
-350
| -12% | -$55.3K | 0.02% | 107 |
|
|
2022
Q3 | $444K | Hold |
2,973
| – | – | 0.02% | 90 |
|
|
2022
Q2 | $469K | Sell |
2,973
-36
| -1% | -$5.68K | 0.02% | 102 |
|
|
2022
Q1 | $555K | Sell |
3,009
-443
| -13% | -$81.7K | 0.03% | 86 |
|
|
2021
Q4 | $692K | Buy |
3,452
+773
| +29% | +$155K | 0.03% | 69 |
|
|
2021
Q3 | $524K | Buy |
2,679
+465
| +21% | +$91K | 0.03% | 78 |
|
|
2021
Q2 | $422K | Buy |
2,214
+36
| +2% | +$6.86K | 0.02% | 82 |
|
|
2021
Q1 | $382K | Hold |
2,178
| – | – | 0.02% | 85 |
|
|
2020
Q4 | $325K | Buy |
+2,178
| New | +$325K | 0.02% | 92 |
|
|
2020
Q1 | – | Sell |
-6,912
| Closed | -$1.1M | – | 93 |
|
|
2019
Q4 | $1.1M | Hold |
6,912
| – | – | 0.08% | 37 |
|
|
2019
Q3 | $969K | Sell |
6,912
-27,614
| -80% | -$3.87M | 0.08% | 36 |
|
|
2019
Q2 | $4.74M | Buy |
+34,526
| New | +$4.74M | 0.38% | 16 |
|