Wealthcare Advisory Partners’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 | $1.02M | Buy |
5,456
+217
| +4% | +$40.5K | 0.02% | 480 |
|
|
2025
Q1 | $921K | Buy |
5,239
+167
| +3% | +$29.4K | 0.02% | 458 |
|
|
2024
Q4 | $978K | Sell |
5,072
-136
| -3% | -$26.2K | 0.03% | 425 |
|
|
2024
Q3 | $963K | Sell |
5,208
-149
| -3% | -$27.5K | 0.03% | 430 |
|
|
2024
Q2 | $833K | Buy |
5,357
+385
| +8% | +$59.9K | 0.03% | 433 |
|
|
2024
Q1 | $804K | Buy |
4,972
+74
| +2% | +$12K | 0.03% | 433 |
|
|
2023
Q4 | $758K | Sell |
4,898
-547
| -10% | -$84.7K | 0.03% | 389 |
|
|
2023
Q3 | $668K | Buy |
5,445
+120
| +2% | +$14.7K | 0.03% | 361 |
|
|
2023
Q2 | $671K | Buy |
5,325
+374
| +8% | +$47.1K | 0.03% | 377 |
|
|
2023
Q1 | $629K | Buy |
4,951
+121
| +3% | +$15.4K | 0.03% | 393 |
|
|
2022
Q4 | $763K | Buy |
4,830
+154
| +3% | +$24.3K | 0.04% | 322 |
|
|
2022
Q3 | $699K | Buy |
4,676
+63
| +1% | +$9.42K | 0.04% | 286 |
|
|
2022
Q2 | $728K | Sell |
4,613
-119
| -3% | -$18.8K | 0.04% | 253 |
|
|
2022
Q1 | $873K | Sell |
4,732
-102
| -2% | -$18.8K | 0.05% | 217 |
|
|
2021
Q4 | $969K | Buy |
4,834
+1,188
| +33% | +$238K | 0.06% | 201 |
|
|
2021
Q3 | $713K | Buy |
3,646
+763
| +26% | +$149K | 0.05% | 251 |
|
|
2021
Q2 | $550K | Buy |
2,883
+1,077
| +60% | +$205K | 0.04% | 303 |
|
|
2021
Q1 | $317K | Buy |
1,806
+37
| +2% | +$6.49K | 0.02% | 379 |
|
|
2020
Q4 | $264K | Buy |
+1,769
| New | +$264K | 0.02% | 348 |
|
|
2020
Q2 | – | Sell |
-1,617
| Closed | -$155K | – | 1083 |
|
|
2020
Q1 | $155K | Sell |
1,617
-531
| -25% | -$50.9K | 0.02% | 305 |
|
|
2019
Q4 | $343K | Buy |
2,148
+314
| +17% | +$50.1K | 0.04% | 219 |
|
|
2019
Q3 | $257K | Buy |
1,834
+9
| +0.5% | +$1.26K | 0.04% | 231 |
|
|
2019
Q2 | $251K | Buy |
1,825
+7
| +0.4% | +$963 | 0.04% | 234 |
|
|
2019
Q1 | $223K | Sell |
1,818
-34
| -2% | -$4.17K | 0.04% | 227 |
|
|
2018
Q4 | $216K | Buy |
1,852
+108
| +6% | +$12.6K | 0.04% | 201 |
|
|
2018
Q3 | $238K | Buy |
1,744
+7
| +0.4% | +$955 | 0.04% | 200 |
|
|
2018
Q2 | $235K | Buy |
1,737
+151
| +10% | +$20.4K | 0.05% | 193 |
|
|
2018
Q1 | $240K | Buy |
1,586
+101
| +7% | +$15.3K | 0.05% | 178 |
|
|
2017
Q4 | $214K | Buy |
1,485
+76
| +5% | +$11K | 0.06% | 168 |
|
|
2017
Q3 | $190K | Buy |
+1,409
| New | +$190K | 0.06% | 150 |
|