HWA
HHM Wealth Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
6,144
-6,795
| -53% | -$750K | 0.08% | 89 |
|
|
2025
Q1 | $1.37M | Sell |
12,939
-17
| -0.1% | -$1.8K | 0.18% | 53 |
|
|
2024
Q4 | $1.48M | Sell |
12,956
-448
| -3% | -$51.2K | 0.2% | 53 |
|
|
2024
Q3 | $1.31M | Hold |
13,404
| – | – | 0.19% | 51 |
|
|
2024
Q2 | $1.07M | Hold |
13,404
| – | – | 0.16% | 57 |
|
|
2024
Q1 | $1.15M | Buy |
13,404
+500
| +4% | +$42.9K | 0.19% | 53 |
|
|
2023
Q4 | $1.13M | Hold |
12,904
| – | – | 0.2% | 43 |
|
|
2023
Q3 | $865K | Buy |
12,904
+90
| +0.7% | +$6.03K | 0.17% | 49 |
|
|
2023
Q2 | $726K | Buy |
12,814
+945
| +8% | +$53.5K | 0.14% | 56 |
|
|
2023
Q1 | $655K | Buy |
11,869
+450
| +4% | +$24.8K | 0.13% | 59 |
|
|
2022
Q4 | $838K | Hold |
11,419
| – | – | 0.19% | 40 |
|
|
2022
Q3 | $926K | Hold |
11,419
| – | – | 0.24% | 34 |
|
|
2022
Q2 | $826K | Hold |
11,419
| – | – | 0.21% | 39 |
|
|
2022
Q1 | $1.05M | Sell |
11,419
-455
| -4% | -$41.9K | 0.25% | 37 |
|
|
2021
Q4 | $1.13M | Sell |
11,874
-660
| -5% | -$63K | 0.27% | 33 |
|
|
2021
Q3 | $1.18M | Hold |
12,534
| – | – | 0.32% | 30 |
|
|
2021
Q2 | $1.11M | Sell |
12,534
-5,770
| -32% | -$510K | 0.3% | 31 |
|
|
2021
Q1 | $1.62M | Sell |
18,304
-5,476
| -23% | -$486K | 0.5% | 23 |
|
|
2020
Q4 | $1.53M | Hold |
23,780
| – | – | 0.53% | 22 |
|
|
2020
Q3 | $846K | Hold |
23,780
| – | – | 0.34% | 27 |
|
|
2020
Q2 | $999K | Hold |
23,780
| – | – | 0.42% | 23 |
|
|
2020
Q1 | $893K | Buy |
23,780
+14,000
| +143% | +$526K | 0.44% | 25 |
|
|
2019
Q4 | $626K | Sell |
9,780
-1,400
| -13% | -$89.6K | 0.3% | 31 |
|
|
2019
Q3 | $634K | Buy |
11,180
+450
| +4% | +$25.5K | 0.36% | 28 |
|
|
2019
Q2 | $617K | Buy |
10,730
+6,680
| +165% | +$384K | 0.36% | 27 |
|
|
2019
Q1 | $222K | Buy |
+4,050
| New | +$222K | 0.14% | 65 |
|