Bell Investment Advisors’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-22
| Closed | -$612 | – | 1918 |
|
|
2025
Q3 | $612 | Hold |
22
| – | – | ﹤0.01% | 1700 |
|
|
2025
Q2 | $483 | Sell |
22
-46
| -68% | -$991 | ﹤0.01% | 1772 |
|
|
2025
Q1 | $1.31K | Sell |
68
-9
| -12% | -$177 | ﹤0.01% | 1461 |
|
|
2024
Q4 | $1.63K | Sell |
77
-79
| -51% | -$1.68K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $3.12K | Sell |
156
-54
| -26% | -$1.07K | ﹤0.01% | 1164 |
|
|
2024
Q2 | $3.92K | Buy |
210
+9
| +4% | +$178 | ﹤0.01% | 1044 |
|
|
2024
Q1 | $4.44K | Sell |
201
-19
| -9% | -$411 | ﹤0.01% | 991 |
|
|
2023
Q4 | $4.92K | Buy |
220
+49
| +29% | +$1.01K | ﹤0.01% | 894 |
|
|
2023
Q3 | $3.68K | Buy |
171
+95
| +125% | +$2.37K | ﹤0.01% | 971 |
|
|
2023
Q2 | $2.1K | Buy |
76
+12
| +19% | +$342 | ﹤0.01% | 1267 |
|
|
2023
Q1 | $2.07K | Sell |
64
-28
| -30% | -$917 | ﹤0.01% | 1248 |
|
|
2022
Q4 | $3.22K | Buy |
92
+77
| +513% | +$2.57K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $1K | Sell |
15
-40
| -73% | -$1.46K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $2K | Buy |
+55
| New | +$2.01K | ﹤0.01% | 1209 |
|
|
2021
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q3 | $2K | Buy |
+58
| New | +$2.14K | ﹤0.01% | 1128 |
|