Drive Wealth Management’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$982K Sell
2025
Q1
$971K Sell
2024
Q4
$1.19M Sell
2024
Q3
$4.07M Sell
2024
Q2
$4.24M Sell
2024
Q1
$5.24M Buy
2023
Q4
$4.67M Sell
2023
Q3
$4.41M Buy