CWM
Cahaba Wealth Management’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
2,235
+6
| +0.3% | +$662 | 0.02% | 132 |
|
|
2025
Q1 | $236K | Sell |
2,229
-4,396
| -66% | -$466K | 0.02% | 132 |
|
|
2024
Q4 | $758K | Buy |
6,625
+113
| +2% | +$12.9K | 0.06% | 67 |
|
|
2024
Q3 | $638K | Sell |
6,512
-14,917
| -70% | -$1.46M | 0.05% | 80 |
|
|
2024
Q2 | $1.72M | Buy |
21,429
+2,092
| +11% | +$167K | 0.15% | 35 |
|
|
2024
Q1 | $1.66M | Sell |
19,337
-1,368
| -7% | -$117K | 0.15% | 35 |
|
|
2023
Q4 | $1.81M | Buy |
20,705
+38
| +0.2% | +$3.31K | 0.18% | 33 |
|
|
2023
Q3 | $1.39M | Buy |
20,667
+42
| +0.2% | +$2.82K | 0.15% | 40 |
|
|
2023
Q2 | $1.17M | Buy |
20,625
+52
| +0.3% | +$2.95K | 0.13% | 43 |
|
|
2023
Q1 | $1.13M | Buy |
20,573
+36
| +0.2% | +$1.99K | 0.13% | 41 |
|
|
2022
Q4 | $1.51M | Buy |
20,537
+16
| +0.1% | +$1.17K | 0.19% | 34 |
|
|
2022
Q3 | $1.66M | Buy |
20,521
+265
| +1% | +$21.5K | 0.23% | 32 |
|
|
2022
Q2 | $1.46M | Buy |
20,256
+33
| +0.2% | +$2.39K | 0.21% | 33 |
|
|
2022
Q1 | $1.57M | Sell |
20,223
-868
| -4% | -$67.3K | 0.22% | 35 |
|
|
2021
Q4 | $2.01M | Sell |
21,091
-252
| -1% | -$24.1K | 0.27% | 28 |
|
|
2021
Q3 | $2.01M | Buy |
21,343
+25
| +0.1% | +$2.35K | 0.3% | 26 |
|
|
2021
Q2 | $1.91M | Sell |
21,318
-2,474
| -10% | -$222K | 0.3% | 27 |
|
|
2021
Q1 | $2.11M | Sell |
23,792
-23,108
| -49% | -$2.05M | 0.33% | 26 |
|
|
2020
Q4 | $3.43M | Buy |
46,900
+929
| +2% | +$68K | 0.57% | 23 |
|
|
2020
Q3 | $1.64M | Buy |
45,971
+31,390
| +215% | +$1.12M | 0.32% | 32 |
|
|
2020
Q2 | $611K | Sell |
14,581
-32,078
| -69% | -$1.34M | 0.13% | 47 |
|
|
2020
Q1 | $1.75M | Buy |
46,659
+3,392
| +8% | +$127K | 0.45% | 25 |
|
|
2019
Q4 | $2.77M | Sell |
43,267
-11,676
| -21% | -$747K | 0.61% | 16 |
|
|
2019
Q3 | $3.12M | Sell |
54,943
-1,928
| -3% | -$109K | 0.74% | 16 |
|
|
2019
Q2 | $3.27M | Sell |
56,871
-1,644
| -3% | -$94.5K | 0.82% | 15 |
|
|
2019
Q1 | $3.2M | Sell |
58,515
-2,372
| -4% | -$130K | 0.86% | 15 |
|
|
2018
Q4 | $2.81M | Sell |
60,887
-3,544
| -6% | -$163K | 0.87% | 16 |
|
|
2018
Q3 | $3.84M | Sell |
64,431
-7,758
| -11% | -$462K | 1.26% | 14 |
|
|
2018
Q2 | $4.54M | Sell |
72,189
-10,560
| -13% | -$665K | 1.58% | 14 |
|
|
2018
Q1 | $5.25M | Sell |
82,749
-13,959
| -14% | -$886K | 2.07% | 11 |
|
|
2017
Q4 | $6.41M | Sell |
96,708
-14,959
| -13% | -$992K | 2.61% | 8 |
|
|
2017
Q3 | $7.48M | Buy |
+111,667
| New | +$7.48M | 3.43% | 6 |
|