Wills Financial Group’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 | $240K | Buy |
1,287
+137
| +12% | +$25.5K | 0.1% | 63 |
|
|
2025
Q1 | $202K | Buy |
1,150
+52
| +5% | +$9.14K | 0.09% | 62 |
|
|
2024
Q4 | $212K | Hold |
1,098
| – | – | 0.09% | 65 |
|
|
2024
Q3 | $203K | Buy |
+1,098
| New | +$203K | 0.09% | 65 |
|
|
2022
Q4 | – | Sell |
-2,290
| Closed | -$342K | – | 60 |
|
|
2022
Q3 | $342K | Sell |
2,290
-425
| -16% | -$63.5K | 0.19% | 48 |
|
|
2022
Q2 | $428K | Buy |
2,715
+75
| +3% | +$11.8K | 0.21% | 53 |
|
|
2022
Q1 | $487K | Buy |
2,640
+925
| +54% | +$171K | 0.2% | 52 |
|
|
2021
Q4 | $343K | Buy |
1,715
+275
| +19% | +$55K | 0.14% | 58 |
|
|
2021
Q3 | $281K | Buy |
+1,440
| New | +$281K | 0.13% | 59 |
|