Allworth Financial’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
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|
2025
Q1 | $18K | Buy |
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|
2024
Q4 | $11.8K | Buy |
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|
2024
Q3 | $9.26K | Buy |
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|
2024
Q2 | $9K | Buy |
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|
2024
Q1 | $1.57K | Sell |
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|
2023
Q4 | $1.75K | Sell |
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|
2023
Q3 | $20.3K | Buy |
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|
2023
Q2 | $2.27K | Sell |
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|
2023
Q1 | $6.15K | Buy |
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|
2022
Q4 | $630 | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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