Williams Jones Wealth Management’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.16M | Sell |
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2025
Q1 | $4.11M | Buy |
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2024
Q4 | $4.44M | Sell |
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2024
Q3 | $4.4M | Sell |
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2024
Q2 | $4.66M | Sell |
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2024
Q1 | $4.86M | Buy |
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2023
Q4 | $4.66M | Buy |
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2023
Q3 | $3.14M | Sell |
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2023
Q2 | $3.47M | Sell |
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2023
Q1 | $3.88M | Sell |
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2022
Q4 | $5.81M | Sell |
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2022
Q3 | $5.72M | Sell |
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2022
Q2 | $6.87M | Buy |
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2022
Q1 | $7.55M | Buy |
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2021
Q4 | $7.27M | Buy |
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2021
Q3 | $6.65M | Buy |
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2021
Q2 | $6.2M | Buy |
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2021
Q1 | $5.36M | Buy |
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2020
Q4 | $4M | Sell |
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2020
Q3 | $3.13M | Sell |
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2020
Q2 | $3.69M | Buy |
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2020
Q1 | $3.35M | Sell |
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2019
Q4 | $6.33M | Buy |
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2019
Q3 | $5.32M | Buy |
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