WealthPLAN 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 | $2.35M | Sell |
12,603
-26
| -0.2% | -$4.85K | 0.38% | 84 |
|
|
2025
Q1 | $2.22M | Buy |
12,629
+66
| +0.5% | +$11.6K | 0.31% | 85 |
|
|
2024
Q4 | $2.42M | Buy |
12,563
+46
| +0.4% | +$8.87K | 0.34% | 80 |
|
|
2024
Q3 | $2.31M | Sell |
12,517
-2
| -0% | -$370 | 0.31% | 83 |
|
|
2024
Q2 | $1.95M | Buy |
12,519
+9
| +0.1% | +$1.4K | 0.21% | 109 |
|
|
2024
Q1 | $2.02M | Sell |
12,510
-11
| -0.1% | -$1.78K | 0.21% | 116 |
|
|
2023
Q4 | $1.94M | Sell |
12,521
-26
| -0.2% | -$4.03K | 0.2% | 112 |
|
|
2023
Q3 | $1.54M | Buy |
12,547
+47
| +0.4% | +$5.77K | 0.18% | 124 |
|
|
2023
Q2 | $1.57M | Sell |
12,500
-62
| -0.5% | -$7.81K | 0.22% | 107 |
|
|
2023
Q1 | $1.6M | Sell |
12,562
-34
| -0.3% | -$4.32K | 0.18% | 109 |
|
|
2022
Q4 | $2.03M | Buy |
+12,596
| New | +$2.03M | 0.14% | 119 |
|
|
2022
Q1 | $2.16M | Buy |
13,001
+29
| +0.2% | +$4.82K | 0.15% | 117 |
|
|
2021
Q4 | $2.67M | Sell |
12,972
-3,242
| -20% | -$668K | 0.18% | 103 |
|
|
2021
Q3 | $3.3M | Buy |
16,214
+13,515
| +501% | +$2.75M | 0.22% | 92 |
|
|
2021
Q2 | $523K | Buy |
2,699
+92
| +4% | +$17.8K | 0.04% | 229 |
|
|
2021
Q1 | $504K | Buy |
2,607
+247
| +10% | +$47.8K | 0.04% | 228 |
|
|
2020
Q4 | $370K | Buy |
2,360
+256
| +12% | +$40.1K | 0.03% | 245 |
|
|
2020
Q3 | $255K | Sell |
2,104
-608
| -22% | -$73.7K | 0.02% | 274 |
|
|
2020
Q2 | $301K | Buy |
+2,712
| New | +$301K | 0.03% | 237 |
|
|
2019
Q2 | – | Sell |
-2,427
| Closed | -$312K | – | 266 |
|
|
2019
Q1 | $312K | Buy |
2,427
+3
| +0.1% | +$386 | 0.05% | 196 |
|
|
2018
Q4 | $301K | Buy |
2,424
+119
| +5% | +$14.8K | 0.05% | 193 |
|
|
2018
Q3 | $307K | Sell |
2,305
-610
| -21% | -$81.2K | 0.06% | 187 |
|
|
2018
Q2 | $394K | Sell |
2,915
-771
| -21% | -$104K | 0.08% | 163 |
|
|
2018
Q1 | $557K | Buy |
+3,686
| New | +$557K | 0.12% | 131 |
|
|
2016
Q3 | $73K | Sell |
807
-807
| -50% | -$73K | 0.02% | 273 |
|
|
2016
Q2 | $65.7K | Buy |
+1,614
| New | +$65.7K | 0.01% | 781 |
|
|
2015
Q4 | $10.2K | Buy |
+107
| New | +$10.2K | ﹤0.01% | 1135 |
|