WPW
Waldron Private Wealth’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
1,645
-91
| -5% | -$17K | 0.01% | 247 |
|
|
2025
Q1 | $305K | Sell |
1,736
-1,077
| -38% | -$189K | 0.01% | 244 |
|
|
2024
Q4 | $542K | Sell |
2,813
-37
| -1% | -$7.14K | 0.02% | 245 |
|
|
2024
Q3 | $527K | Buy |
2,850
+247
| +9% | +$45.7K | 0.02% | 242 |
|
|
2024
Q2 | $405K | Sell |
2,603
-117
| -4% | -$18.2K | 0.02% | 264 |
|
|
2024
Q1 | $440K | Buy |
2,720
+28
| +1% | +$4.53K | 0.02% | 253 |
|
|
2023
Q4 | $417K | Sell |
2,692
-1,501
| -36% | -$232K | 0.02% | 259 |
|
|
2023
Q3 | $515K | Buy |
4,193
+1,491
| +55% | +$183K | 0.03% | 228 |
|
|
2023
Q2 | $340K | Sell |
2,702
-2,564
| -49% | -$323K | 0.02% | 270 |
|
|
2023
Q1 | $669K | Sell |
5,266
-100
| -2% | -$12.7K | 0.03% | 216 |
|
|
2022
Q4 | $801K | Hold |
5,366
| – | – | 0.05% | 180 |
|
|
2022
Q3 | $801K | Sell |
5,366
-203
| -4% | -$30.3K | 0.05% | 180 |
|
|
2022
Q2 | $878K | Buy |
5,569
+177
| +3% | +$27.9K | 0.05% | 178 |
|
|
2022
Q1 | $994K | Buy |
5,392
+197
| +4% | +$36.3K | 0.05% | 182 |
|
|
2021
Q4 | $1.04M | Sell |
5,195
-125
| -2% | -$25K | 0.05% | 175 |
|
|
2021
Q3 | $1.04M | Buy |
5,320
+557
| +12% | +$109K | 0.06% | 149 |
|
|
2021
Q2 | $908K | Buy |
4,763
+1,201
| +34% | +$229K | 0.06% | 149 |
|
|
2021
Q1 | $624K | Sell |
3,562
-16
| -0.4% | -$2.8K | 0.04% | 172 |
|
|
2020
Q4 | $533K | Sell |
3,578
-108
| -3% | -$16.1K | 0.04% | 174 |
|
|
2020
Q3 | $405K | Buy |
3,686
+318
| +9% | +$34.9K | 0.03% | 183 |
|
|
2020
Q2 | $354K | Buy |
3,368
+26
| +0.8% | +$2.73K | 0.03% | 189 |
|
|
2020
Q1 | $319K | Sell |
3,342
-237
| -7% | -$22.6K | 0.03% | 182 |
|
|
2019
Q4 | $571K | Buy |
3,579
+770
| +27% | +$123K | 0.05% | 152 |
|
|
2019
Q3 | $393K | Hold |
2,809
| – | – | 0.04% | 164 |
|
|
2019
Q2 | $385K | Sell |
2,809
-959
| -25% | -$131K | 0.04% | 152 |
|
|
2019
Q1 | $462K | Buy |
3,768
+662
| +21% | +$81.2K | 0.05% | 149 |
|
|
2018
Q4 | $363K | Buy |
3,106
+360
| +13% | +$42.1K | 0.05% | 146 |
|
|
2018
Q3 | $373K | Buy |
2,746
+29
| +1% | +$3.94K | 0.07% | 126 |
|
|
2018
Q2 | $367K | Sell |
2,717
-984
| -27% | -$133K | 0.08% | 112 |
|
|
2018
Q1 | $559K | Buy |
3,701
+46
| +1% | +$6.95K | 0.13% | 76 |
|
|
2017
Q4 | $527K | Hold |
3,655
| – | – | 0.12% | 77 |
|
|
2017
Q3 | $492K | Sell |
3,655
-19
| -0.5% | -$2.56K | 0.14% | 76 |
|
|
2017
Q2 | $458K | Sell |
3,674
-1,000
| -21% | -$125K | 0.15% | 60 |
|
|
2017
Q1 | $562K | Sell |
4,674
-485
| -9% | -$58.3K | 0.14% | 92 |
|
|
2016
Q4 | $603K | Sell |
5,159
-22
| -0.4% | -$2.57K | 0.21% | 56 |
|
|
2016
Q3 | $466K | Sell |
5,181
-1,887
| -27% | -$170K | 0.17% | 62 |
|
|
2016
Q2 | $575K | Sell |
7,068
-70
| -1% | -$5.7K | 0.21% | 56 |
|
|
2016
Q1 | $603K | Buy |
7,138
+102
| +1% | +$8.62K | 0.23% | 52 |
|
|
2015
Q4 | $670K | Buy |
7,036
+1,121
| +19% | +$107K | 0.25% | 46 |
|
|
2015
Q3 | $527K | Buy |
+5,915
| New | +$527K | 0.23% | 41 |
|