Venturi Wealth Management’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
Q1 | – | Sell |
-597
| Closed | -$115K | – | 1495 |
|
|
2024
Q4 | $115K | Buy |
597
+11
| +2% | +$2.12K | 0.01% | 715 |
|
|
2024
Q3 | $108K | Sell |
586
-279
| -32% | -$51.6K | 0.01% | 538 |
|
|
2024
Q2 | $134K | Buy |
865
+588
| +212% | +$91.4K | 0.01% | 462 |
|
|
2024
Q1 | $44.8K | Sell |
277
-48
| -15% | -$7.76K | ﹤0.01% | 519 |
|
|
2023
Q4 | $50.3K | Hold |
325
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $39.9K | Buy |
325
+2
| +0.6% | +$246 | ﹤0.01% | 509 |
|
|
2023
Q2 | $40.7K | Buy |
323
+23
| +8% | +$2.9K | ﹤0.01% | 454 |
|
|
2023
Q1 | $38.1K | Buy |
+300
| New | +$38.1K | ﹤0.01% | 504 |
|
|
2020
Q2 | – | Sell |
-3,454
| Closed | -$331K | – | 276 |
|
|
2020
Q1 | $331K | Buy |
+3,454
| New | +$331K | 0.06% | 168 |
|