YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $822K | Sell |
5,202
-1,364
| -21% | -$215K | 0.21% | 95 |
|
|
2022
Q3 | $981K | Buy |
6,566
+1,362
| +26% | +$221K | 0.25% | 80 |
|
|
2022
Q2 | $821K | Buy |
5,204
+616
| +13% | +$103K | 0.21% | 93 |
|
|
2022
Q1 | $846K | Buy |
4,588
+57
| +1% | +$11.5K | 0.19% | 95 |
|
|
2021
Q4 | $909K | Sell |
4,531
-69
| -2% | -$14K | 0.2% | 88 |
|
|
2021
Q3 | $900K | Buy |
4,600
+535
| +13% | +$101K | 0.23% | 86 |
|
|
2021
Q2 | $775K | Buy |
4,065
+409
| +11% | +$76.8K | 0.2% | 92 |
|
|
2021
Q1 | $641K | Buy |
3,656
+549
| +18% | +$90.6K | 0.19% | 99 |
|
|
2020
Q4 | $463K | Buy |
3,107
+180
| +6% | +$23K | 0.16% | 109 |
|
|
2020
Q3 | $322K | Sell |
2,927
-39
| -1% | -$4.19K | 0.14% | 131 |
|
|
2020
Q2 | $312K | Sell |
2,966
-400
| -12% | -$42.1K | 0.14% | 128 |
|
|
2020
Q1 | $322K | Sell |
3,366
-55
| -2% | -$7.39K | 0.2% | 110 |
|
|
2019
Q4 | $546K | Buy |
3,421
+132
| +4% | +$19.8K | 0.25% | 96 |
|
|
2019
Q3 | $461K | Buy |
3,289
+61
| +2% | +$8.27K | 0.23% | 101 |
|
|
2019
Q2 | $443K | Buy |
3,228
+95
| +3% | +$12.6K | 0.2% | 104 |
|
|
2019
Q1 | $384K | Buy |
3,133
+259
| +9% | +$32.1K | 0.18% | 116 |
|
|
2018
Q4 | $336K | Buy |
2,874
+263
| +10% | +$33.6K | 0.18% | 122 |
|
|
2018
Q3 | $355K | Buy |
2,611
+457
| +21% | +$65K | 0.16% | 126 |
|
|
2018
Q2 | $291K | Buy |
2,154
+814
| +61% | +$119K | 0.13% | 145 |
|
|
2018
Q1 | $204K | Sell |
1,340
-181
| -12% | -$28.1K | 0.09% | 177 |
|
|
2017
Q4 | $229K | Hold |
1,521
| – | – | 0.11% | 163 |
|
|
2017
Q3 | $205K | Sell |
1,521
-113
| -7% | -$14.5K | 0.11% | 169 |
|
|
2017
Q2 | $206K | Hold |
1,634
| – | – | 0.11% | 170 |
|
|
2017
Q1 | $197K | Sell |
1,634
-52
| -3% | -$6.37K | 0.1% | 171 |
|
|
2016
Q4 | $189K | Buy |
+1,686
| New | +$175K | 0.11% | 158 |
|
Other funds holding PNC
