49 Wealth Management’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40,000	Closed	-$1.26M	–	184
2024 Q3	$1.26M	Sell	40,000 -3,904	-9%	-$123K	0.21%	48
2024 Q2	$1.37M	Hold	43,904	–	–	0.27%	52
2024 Q1	$1.55M	Hold	43,904	–	–	0.33%	30
2023 Q4	$1.48M	Buy	+43,904	New	+$1.48M	0.38%	31