DWM
Diversify 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 | $263K | Sell |
2,849
-207
| -7% | -$19.1K | 0.02% | 474 |
|
|
2025
Q1 | $309K | Sell |
3,056
-286
| -9% | -$28.9K | 0.02% | 433 |
|
|
2024
Q4 | $375K | Sell |
3,342
-147
| -4% | -$16.5K | 0.03% | 398 |
|
|
2024
Q3 | $356K | Sell |
3,489
-283
| -8% | -$28.8K | 0.03% | 371 |
|
|
2024
Q2 | $319K | Buy |
+3,772
| New | +$319K | 0.04% | 349 |
|