Wealthquest’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 | $209K | Buy |
+1,123
| New | +$209K | 0.02% | 132 |
|
|
2025
Q1 | – | Sell |
-1,181
| Closed | -$228K | – | 140 |
|
|
2024
Q4 | $228K | Hold |
1,181
| – | – | 0.02% | 116 |
|
|
2024
Q3 | $212K | Buy |
+1,181
| New | +$212K | 0.02% | 123 |
|
|
2022
Q2 | – | Sell |
-1,211
| Closed | -$242K | – | 138 |
|
|
2022
Q1 | $242K | Hold |
1,211
| – | – | 0.04% | 129 |
|
|
2021
Q4 | $242K | Buy |
1,211
+131
| +12% | +$26.2K | 0.04% | 129 |
|
|
2021
Q3 | $211K | Hold |
1,080
| – | – | 0.04% | 126 |
|
|
2021
Q2 | $206K | Buy |
+1,080
| New | +$206K | 0.04% | 143 |
|
|
2019
Q4 | $219K | Buy |
+1,374
| New | +$219K | 0.06% | 126 |
|
|
2019
Q1 | – | Sell |
-1,860
| Closed | -$253K | – | 137 |
|
|
2018
Q4 | $253K | Buy |
+1,860
| New | +$253K | 0.1% | 106 |
|