DWAM
Duncan Williams Asset Management’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Hold |
12,443
| – | – | 0.43% | 39 |
|
|
2025
Q1 | $1.32M | Hold |
12,443
| – | – | 0.48% | 33 |
|
|
2024
Q4 | $1.42M | Sell |
12,443
-385
| -3% | -$44K | 0.56% | 31 |
|
|
2024
Q3 | $1.26M | Buy |
12,828
+195
| +2% | +$19.1K | 0.69% | 26 |
|
|
2024
Q2 | $1.01M | Hold |
12,633
| – | – | 0.85% | 20 |
|
|
2024
Q1 | $1.08M | Buy |
+12,633
| New | +$1.08M | 0.98% | 15 |
|