IFP Advisors’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-130
| Closed | -$3.67K | – | 5124 |
|
|
2025
Q4 | $3.67K | Buy |
130
+10
| +8% | +$281 | ﹤0.01% | 3570 |
|
|
2025
Q3 | $3.34K | Buy |
+120
| New | +$2.9K | ﹤0.01% | 3464 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3041 |
|
|
2025
Q1 | – | Sell |
-40
| Closed | -$788 | – | 3238 |
|
|
2024
Q4 | $4.11K | Buy |
+40
| New | +$849 | ﹤0.01% | 2866 |
|
|
2024
Q3 | – | Sell |
-66
| Closed | -$1.23K | – | 3417 |
|
|
2024
Q2 | $1.23K | Buy |
+66
| New | +$1.31K | ﹤0.01% | 2946 |
|
|
2023
Q4 | – | Sell |
-36
| Closed | -$774 | – | 3264 |
|
|
2023
Q3 | $774 | Sell |
36
-36
| -50% | -$898 | ﹤0.01% | 3049 |
|
|
2023
Q2 | $1.99K | Buy |
72
+36
| +100% | +$1.03K | ﹤0.01% | 2884 |
|
|
2023
Q1 | $1.19K | Sell |
36
-1,991
| -98% | -$65.2K | ﹤0.01% | 3048 |
|
|
2022
Q4 | $71K | Sell |
2,027
-147
| -7% | -$4.9K | ﹤0.01% | 1994 |
|
|
2022
Q3 | $74K | Buy |
2,174
+399
| +22% | +$14.6K | ﹤0.01% | 2074 |
|
|
2022
Q2 | $61K | Hold |
1,775
| – | – | ﹤0.01% | 2012 |
|
|
2022
Q1 | $61K | Buy |
+1,775
| New | +$66.1K | ﹤0.01% | 2012 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4304 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$1.04K | – | 4055 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2861 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2803 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2685 |
|
|
2020
Q2 | $1K | Buy |
30
+15
| +100% | +$493 | ﹤0.01% | 2583 |
|
|
2020
Q1 | $0 | Buy |
+15
| New | +$489 | ﹤0.01% | 3449 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3417 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3519 |
|
|
2019
Q1 | – | Sell |
-1,001
| Closed | -$37K | – | 3144 |
|
|
2018
Q4 | $37K | Sell |
1,001
-21
| -2% | -$868 | ﹤0.01% | 1784 |
|
|
2018
Q3 | $47K | Sell |
1,022
-10
| -1% | -$404 | ﹤0.01% | 1930 |
|
|
2018
Q2 | $38K | Buy |
1,032
+138
| +15% | +$4.57K | ﹤0.01% | 2084 |
|
|
2018
Q1 | $26K | Hold |
894
| – | – | ﹤0.01% | 2220 |
|
|
2017
Q4 | $26K | Buy |
894
+33
| +4% | +$1.02K | ﹤0.01% | 2249 |
|
|
2017
Q3 | $28K | Sell |
861
-94
| -10% | -$3.19K | ﹤0.01% | 2385 |
|
|
2017
Q2 | $34K | Buy |
955
+55
| +6% | +$1.88K | ﹤0.01% | 2234 |
|
|
2017
Q1 | $29K | Sell |
900
-8
| -0.9% | -$251 | ﹤0.01% | 2265 |
|
|
2016
Q4 | $28K | Buy |
908
+143
| +19% | +$4.4K | ﹤0.01% | 2248 |
|
|
2016
Q3 | $25K | Sell |
765
-16
| -2% | -$518 | ﹤0.01% | 2267 |
|
|
2016
Q2 | $26K | Buy |
+781
| New | +$25.8K | ﹤0.01% | 2177 |
|
|
2016
Q1 | – | Sell |
-1,526
| Closed | -$54K | – | 3139 |
|
|
2015
Q4 | $54K | Buy |
+1,526
| New | +$53.1K | ﹤0.01% | 1570 |
|