Envestnet Asset Management’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $193K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $579K | Buy |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $851K | Buy |
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|
2022
Q3 | $800K | Buy |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $2.33M | Sell |
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|
2019
Q3 | $3M | Buy |
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|
2019
Q2 | $3.29M | Buy |
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|
2019
Q1 | $2.74M | Buy |
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|
2018
Q4 | $2.82M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $269K | Buy |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $487K | Sell |
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|
2017
Q3 | $628K | Buy |
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|
2017
Q2 | $677K | Buy |
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|
2017
Q1 | $507K | Sell |
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|
2016
Q4 | $503K | Sell |
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|
2016
Q3 | $537K | Sell |
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|
2016
Q2 | $794K | Buy |
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|
2016
Q1 | $803K | Buy |
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|
2015
Q4 | $88K | Buy |
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|
2015
Q3 | $86K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Buy |
|