Western Wealth Management’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 | $326K | Sell |
1,751
-248
| -12% | -$46.2K | 0.02% | 531 |
|
2025
Q1 | $351K | Sell |
1,999
-169
| -8% | -$29.7K | 0.02% | 479 |
|
2024
Q4 | $418K | Buy |
2,168
+267
| +14% | +$51.5K | 0.03% | 427 |
|
2024
Q3 | $351K | Sell |
1,901
-69
| -4% | -$12.8K | 0.02% | 551 |
|
2024
Q2 | $306K | Buy |
1,970
+241
| +14% | +$37.5K | 0.02% | 490 |
|
2024
Q1 | $279K | Buy |
1,729
+51
| +3% | +$8.24K | 0.02% | 525 |
|
2023
Q4 | $260K | Sell |
1,678
-244
| -13% | -$37.8K | 0.02% | 589 |
|
2023
Q3 | $236K | Buy |
1,922
+77
| +4% | +$9.45K | 0.02% | 566 |
|
2023
Q2 | $232K | Buy |
1,845
+263
| +17% | +$33.1K | 0.02% | 577 |
|
2023
Q1 | $201K | Buy |
1,582
+74
| +5% | +$9.41K | 0.02% | 609 |
|
2022
Q4 | $238K | Sell |
1,508
-3,283
| -69% | -$519K | 0.02% | 527 |
|
2022
Q3 | $714K | Buy |
4,791
+2,144
| +81% | +$320K | 0.04% | 391 |
|
2022
Q2 | $417K | Buy |
2,647
+215
| +9% | +$33.9K | 0.02% | 523 |
|
2022
Q1 | $449K | Buy |
2,432
+77
| +3% | +$14.2K | 0.02% | 559 |
|
2021
Q4 | $472K | Buy |
+2,355
| New | +$472K | 0.05% | 338 |
|
2021
Q2 | $432K | Buy |
+2,256
| New | +$432K | 0.04% | 393 |
|
2020
Q4 | – | Sell |
-2,110
| Closed | -$232K | – | 485 |
|
2020
Q3 | $232K | Sell |
2,110
-237
| -10% | -$26.1K | 0.04% | 382 |
|
2020
Q2 | $247K | Buy |
+2,347
| New | +$247K | 0.04% | 351 |
|
2019
Q4 | – | Sell |
-1,671
| Closed | -$234K | – | 416 |
|
2019
Q3 | $234K | Sell |
1,671
-582
| -26% | -$81.5K | 0.05% | 346 |
|
2019
Q2 | $306K | Buy |
2,253
+83
| +4% | +$11.3K | 0.04% | 302 |
|
2019
Q1 | $263K | Buy |
+2,170
| New | +$263K | 0.06% | 311 |
|