Beaird Harris Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96K | Hold |
1
| – | – | ﹤0.01% | 493 |
|
|
2025
Q1 | $1.86K | Sell |
1
-14
| -93% | -$26K | ﹤0.01% | 445 |
|
|
2024
Q4 | $31.7K | Hold |
15
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $27.6K | Hold |
15
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $25.3K | Hold |
15
| – | – | ﹤0.01% | 282 |
|
|
2024
Q1 | $24.5K | Hold |
15
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $21.3K | Buy |
+15
| New | +$21.3K | ﹤0.01% | 256 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$758 | – | 564 |
|
|
2022
Q4 | $758 | Buy |
+1
| New | +$758 | ﹤0.01% | 656 |
|