Wealth Management Associates’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 | $259K | Hold |
1,390
| – | – | 0.1% | 181 |
|
|
2025
Q1 | $244K | Hold |
1,390
| – | – | 0.1% | 177 |
|
|
2024
Q4 | $268K | Hold |
1,390
| – | – | 0.11% | 167 |
|
|
2024
Q3 | $257K | Hold |
1,390
| – | – | 0.11% | 171 |
|
|
2024
Q2 | $216K | Hold |
1,390
| – | – | 0.1% | 185 |
|
|
2024
Q1 | $216K | Sell |
1,390
-79
| -5% | -$12.3K | 0.1% | 185 |
|
|
2023
Q4 | $227K | Buy |
+1,469
| New | +$227K | 0.12% | 173 |
|
|
2023
Q1 | – | Sell |
-1,379
| Closed | -$218K | – | 200 |
|
|
2022
Q4 | $218K | Buy |
+1,379
| New | +$218K | 0.15% | 165 |
|
|
2022
Q2 | – | Sell |
-1,489
| Closed | -$275K | – | 191 |
|
|
2022
Q1 | $275K | Sell |
1,489
-141
| -9% | -$26K | 0.16% | 152 |
|
|
2021
Q4 | $327K | Buy |
1,630
+178
| +12% | +$35.7K | 0.18% | 145 |
|
|
2021
Q3 | $284K | Buy |
1,452
+40
| +3% | +$7.83K | 0.17% | 142 |
|
|
2021
Q2 | $269K | Buy |
+1,412
| New | +$269K | 0.15% | 155 |
|