WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $775K | Sell |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $736K | Sell |
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|
2021
Q2 | $725K | Sell |
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|
2021
Q1 | $677K | Sell |
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|
2020
Q4 | $614K | Buy |
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|
2020
Q3 | $410K | Hold |
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|
2020
Q2 | $393K | Hold |
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|
2020
Q1 | $357K | Hold |
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|
2019
Q4 | $596K | Sell |
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|
2019
Q3 | $687K | Sell |
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|
2019
Q2 | $792K | Buy |
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|
2019
Q1 | $667K | Sell |
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|
2018
Q4 | $751K | Buy |
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|
2018
Q3 | $629K | Sell |
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|
2018
Q2 | $641K | Buy |
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|
2018
Q1 | $576K | Sell |
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|
2017
Q4 | $560K | Buy |
|
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|
2017
Q3 | $523K | Buy |
|
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|
2017
Q2 | $485K | Sell |
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|
2017
Q1 | $472K | Buy |
|
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|
2016
Q4 | $454K | Buy |
|
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|
2016
Q3 | $349K | Buy |
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|
2016
Q2 | $316K | Buy |
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|
2016
Q1 | $328K | Sell |
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|
2015
Q4 | $370K | Sell |
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|
2015
Q3 | $355K | Sell |
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|
2015
Q2 | $386K | Buy |
|
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|
2015
Q1 | $374K | Hold |
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|
2014
Q4 | $366K | Sell |
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|
2014
Q3 | $394K | Buy |
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|
2014
Q2 | $407K | Sell |
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|
2014
Q1 | $407K | Buy |
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|
2013
Q4 | $350K | Hold |
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|
2013
Q3 | $326K | Sell |
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|
2013
Q2 | $358K | Buy |
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