Valmark Advisers’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 | $744K | Sell |
3,989
-2
| -0.1% | -$373 | 0.01% | 381 |
|
|
2025
Q1 | $701K | Sell |
3,991
-19
| -0.5% | -$3.34K | 0.01% | 375 |
|
|
2024
Q4 | $773K | Buy |
4,010
+56
| +1% | +$10.8K | 0.01% | 351 |
|
|
2024
Q3 | $731K | Buy |
3,954
+385
| +11% | +$71.2K | 0.01% | 356 |
|
|
2024
Q2 | $555K | Buy |
3,569
+191
| +6% | +$29.7K | 0.01% | 373 |
|
|
2024
Q1 | $546K | Buy |
3,378
+16
| +0.5% | +$2.59K | 0.01% | 362 |
|
|
2023
Q4 | $521K | Sell |
3,362
-47
| -1% | -$7.28K | 0.01% | 344 |
|
|
2023
Q3 | $419K | Hold |
3,409
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $429K | Buy |
+3,409
| New | +$429K | 0.01% | 352 |
|
|
2021
Q4 | – | Sell |
-1,200
| Closed | -$235K | – | 413 |
|
|
2021
Q3 | $235K | Sell |
1,200
-34
| -3% | -$6.66K | ﹤0.01% | 360 |
|
|
2021
Q2 | $235K | Buy |
1,234
+12
| +1% | +$2.29K | ﹤0.01% | 355 |
|
|
2021
Q1 | $214K | Buy |
+1,222
| New | +$214K | ﹤0.01% | 350 |
|