Wealthspire Advisors (New York)’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 | $1.23M | Buy |
6,624
+281
| +4% | +$52.4K | 0.01% | 348 |
|
|
2025
Q1 | $1.11M | Sell |
6,343
-296
| -4% | -$52K | 0.01% | 362 |
|
|
2024
Q4 | $1.28M | Buy |
6,639
+337
| +5% | +$65K | 0.01% | 322 |
|
|
2024
Q3 | $1.16M | Buy |
6,302
+549
| +10% | +$101K | 0.01% | 348 |
|
|
2024
Q2 | $894K | Sell |
5,753
-45
| -0.8% | -$7K | 0.01% | 331 |
|
|
2024
Q1 | $937K | Sell |
5,798
-235
| -4% | -$38K | 0.01% | 327 |
|
|
2023
Q4 | $934K | Buy |
6,033
+124
| +2% | +$19.2K | 0.01% | 321 |
|
|
2023
Q3 | $725K | Buy |
5,909
+1,093
| +23% | +$134K | 0.01% | 332 |
|
|
2023
Q2 | $607K | Sell |
4,816
-295
| -6% | -$37.2K | 0.01% | 328 |
|
|
2023
Q1 | $650K | Sell |
5,111
-542
| -10% | -$68.9K | 0.01% | 315 |
|
|
2022
Q4 | $893K | Buy |
5,653
+629
| +13% | +$99.3K | 0.02% | 281 |
|
|
2022
Q3 | $751K | Sell |
5,024
-710
| -12% | -$106K | 0.02% | 272 |
|
|
2022
Q2 | $905K | Buy |
5,734
+1,209
| +27% | +$191K | 0.02% | 222 |
|
|
2022
Q1 | $835K | Sell |
4,525
-1,413
| -24% | -$261K | 0.02% | 210 |
|
|
2021
Q4 | $1.19M | Buy |
5,938
+182
| +3% | +$36.5K | 0.03% | 206 |
|
|
2021
Q3 | $1.13M | Buy |
5,756
+3,074
| +115% | +$601K | 0.02% | 229 |
|
|
2021
Q2 | $512K | Sell |
2,682
-5,512
| -67% | -$1.05M | 0.01% | 223 |
|
|
2021
Q1 | $1.44M | Buy |
8,194
+2,417
| +42% | +$424K | 0.03% | 215 |
|
|
2020
Q4 | $861K | Buy |
5,777
+2,946
| +104% | +$439K | 0.03% | 222 |
|
|
2020
Q3 | $311K | Sell |
2,831
-120
| -4% | -$13.2K | 0.02% | 234 |
|
|
2020
Q2 | $310K | Sell |
2,951
-5,003
| -63% | -$526K | 0.02% | 202 |
|
|
2020
Q1 | $761K | Buy |
7,954
+6,121
| +334% | +$586K | 0.03% | 233 |
|
|
2019
Q4 | $293K | Buy |
+1,833
| New | +$293K | 0.02% | 150 |
|
|
2019
Q1 | – | Sell |
-405
| Closed | -$47K | – | 605 |
|
|
2018
Q4 | $47K | Buy |
+405
| New | +$47K | ﹤0.01% | 195 |
|