AWM
Affinity Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
505
-3
| -0.6% | -$5.87K | 0.16% | 46 |
|
|
2025
Q1 | $942K | Buy |
508
+30
| +6% | +$55.6K | 0.17% | 44 |
|
|
2024
Q4 | $1.01M | Buy |
478
+30
| +7% | +$63.4K | 0.18% | 44 |
|
|
2024
Q3 | $825K | Buy |
448
+241
| +116% | +$444K | 0.15% | 48 |
|
|
2024
Q2 | $349K | Buy |
207
+2
| +1% | +$3.37K | 0.06% | 71 |
|
|
2024
Q1 | $335K | Hold |
205
| – | – | 0.06% | 79 |
|
|
2023
Q4 | $291K | Hold |
205
| – | – | 0.06% | 79 |
|
|
2023
Q3 | $283K | Buy |
205
+2
| +1% | +$2.76K | 0.07% | 78 |
|
|
2023
Q2 | $261K | Buy |
+203
| New | +$261K | 0.06% | 86 |
|
|
2023
Q1 | – | Sell |
-352
| Closed | -$267K | – | 116 |
|
|
2022
Q4 | $267K | Sell |
352
-9
| -2% | -$6.83K | 0.06% | 82 |
|
|
2022
Q3 | $288K | Buy |
361
+7
| +2% | +$5.58K | 0.07% | 73 |
|
|
2022
Q2 | $239K | Buy |
354
+4
| +1% | +$2.7K | 0.06% | 87 |
|
|
2022
Q1 | $224K | Sell |
350
-56
| -14% | -$35.8K | 0.05% | 98 |
|
|
2021
Q4 | $360K | Buy |
+406
| New | +$360K | 0.07% | 76 |
|