Forvis Mazars Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-708
| Closed | -$1.5M | – | 403 |
|
|
2024
Q4 | $1.5M | Hold |
708
| – | – | 0.03% | 182 |
|
|
2024
Q3 | $1.3M | Hold |
708
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $1.19M | Hold |
708
| – | – | 0.03% | 199 |
|
|
2024
Q1 | $1.16M | Sell |
708
-426
| -38% | -$696K | 0.03% | 202 |
|
|
2023
Q4 | $1.61M | Hold |
1,134
| – | – | 0.04% | 171 |
|
|
2023
Q3 | $1.56M | Buy |
1,134
+427
| +60% | +$589K | 0.05% | 169 |
|
|
2023
Q2 | $908K | Buy |
+707
| New | +$908K | 0.03% | 228 |
|
|
2022
Q4 | – | Sell |
-1,133
| Closed | -$904K | – | 392 |
|
|
2022
Q3 | $904K | Hold |
1,133
| – | – | 0.04% | 198 |
|
|
2022
Q2 | $741K | Buy |
+1,133
| New | +$741K | 0.03% | 216 |
|