AssetMark Inc’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
1,741
+160
| +10% | +$17.7K | ﹤0.01% | 1230 |
|
|
2025
Q1 | $168K | Sell |
1,581
-130
| -8% | -$13.8K | ﹤0.01% | 1178 |
|
|
2024
Q4 | $196K | Buy |
1,711
+58
| +4% | +$6.64K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $162K | Buy |
1,653
+176
| +12% | +$17.2K | ﹤0.01% | 1054 |
|
|
2024
Q2 | $118K | Buy |
1,477
+20
| +1% | +$1.6K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $125K | Buy |
1,457
+302
| +26% | +$25.9K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $101K | Buy |
+1,155
| New | +$101K | ﹤0.01% | 1034 |
|
|
2023
Q2 | – | Sell |
-8
| Closed | -$441 | – | 1655 |
|
|
2023
Q1 | $441 | Buy |
+8
| New | +$441 | ﹤0.01% | 1500 |
|
|
2021
Q2 | – | Sell |
-9
| Closed | -$1K | – | 1493 |
|
|
2021
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1283 |
|
|
2019
Q1 | – | Sell |
-36
| Closed | -$2K | – | 1475 |
|
|
2018
Q4 | $2K | Sell |
36
-85
| -70% | -$4.72K | ﹤0.01% | 1227 |
|
|
2018
Q3 | $7K | Buy |
121
+26
| +27% | +$1.5K | ﹤0.01% | 1111 |
|
|
2018
Q2 | $6K | Buy |
95
+10
| +12% | +$632 | ﹤0.01% | 1143 |
|
|
2018
Q1 | $5K | Buy |
85
+52
| +158% | +$3.06K | ﹤0.01% | 1159 |
|
|
2017
Q4 | $2K | Sell |
33
-19
| -37% | -$1.15K | ﹤0.01% | 1469 |
|
|
2017
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 1223 |
|