Carson Wealth (CWM LLC)’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
6,942
+3,416
| +97% | +$377K | ﹤0.01% | 1398 |
|
|
2025
Q1 | $374K | Buy |
3,526
+2,913
| +475% | +$309K | ﹤0.01% | 1569 |
|
|
2024
Q4 | $70K | Buy |
613
+19
| +3% | +$2.17K | ﹤0.01% | 2534 |
|
|
2024
Q3 | $58K | Buy |
594
+62
| +12% | +$6.05K | ﹤0.01% | 2578 |
|
|
2024
Q2 | $43K | Sell |
532
-520
| -49% | -$42K | ﹤0.01% | 2586 |
|
|
2024
Q1 | $90K | Buy |
1,052
+187
| +22% | +$16K | ﹤0.01% | 1940 |
|
|
2023
Q4 | $75K | Buy |
865
+332
| +62% | +$28.8K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $36K | Sell |
533
-412
| -44% | -$27.8K | ﹤0.01% | 2288 |
|
|
2023
Q2 | $54K | Sell |
945
-469
| -33% | -$26.8K | ﹤0.01% | 1924 |
|
|
2023
Q1 | $78K | Buy |
1,414
+464
| +49% | +$25.6K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $70K | Sell |
950
-134
| -12% | -$9.87K | ﹤0.01% | 1544 |
|
|
2022
Q3 | $88K | Buy |
1,084
+48
| +5% | +$3.9K | ﹤0.01% | 1390 |
|
|
2022
Q2 | $75K | Sell |
1,036
-152
| -13% | -$11K | ﹤0.01% | 1437 |
|
|
2022
Q1 | $109K | Sell |
1,188
-1,106
| -48% | -$101K | ﹤0.01% | 1292 |
|
|
2021
Q4 | $219K | Buy |
+2,294
| New | +$219K | ﹤0.01% | 988 |
|
|
2021
Q2 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2021
Q1 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2020
Q4 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2020
Q3 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2020
Q2 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2020
Q1 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q4 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q3 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q2 | $54K | Hold |
609
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q1 | $54K | Buy |
+609
| New | +$54K | ﹤0.01% | 1370 |
|