Carson Wealth (CWM LLC)’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.75M | Buy |
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|
2025
Q2 | $766K | Buy |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $70K | Buy |
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|
2024
Q3 | $58K | Buy |
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|
2024
Q2 | $43K | Sell |
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|
2024
Q1 | $90K | Buy |
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|
2023
Q4 | $75K | Buy |
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|
2023
Q3 | $36K | Sell |
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|
2023
Q2 | $54K | Sell |
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|
2023
Q1 | $78K | Buy |
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|
2022
Q4 | $70K | Sell |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $54K | Hold |
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|
2020
Q2 | $54K | Hold |
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|
2020
Q1 | $54K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $54K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $54K | Buy |
|