J.P. Morgan Private Wealth Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $885K | Sell |
13,203
-3,559
| -21% | -$239K | ﹤0.01% | 1019 |
|
2023
Q2 | $950K | Buy |
16,762
+1,756
| +12% | +$99.5K | ﹤0.01% | 778 |
|
2023
Q1 | $828K | Buy |
15,006
+821
| +6% | +$45.3K | ﹤0.01% | 1258 |
|
2022
Q4 | $1.04M | Buy |
14,185
+289
| +2% | +$21.2K | ﹤0.01% | 1121 |
|
2022
Q3 | $1.13M | Buy |
13,896
+1,051
| +8% | +$85.2K | ﹤0.01% | 1076 |
|
2022
Q2 | $929K | Buy |
12,845
+355
| +3% | +$25.7K | ﹤0.01% | 1175 |
|
2022
Q1 | $1.15M | Buy |
12,490
+1,497
| +14% | +$138K | ﹤0.01% | 1149 |
|
2021
Q4 | $1.05M | Buy |
10,993
+79
| +0.7% | +$7.55K | ﹤0.01% | 1215 |
|
2021
Q3 | $1.03M | Buy |
10,914
+3,288
| +43% | +$309K | ﹤0.01% | 1197 |
|
2021
Q2 | $673K | Buy |
7,626
+4,224
| +124% | +$373K | ﹤0.01% | 1370 |
|
2021
Q1 | $302K | Sell |
3,402
-3,003
| -47% | -$267K | ﹤0.01% | 1528 |
|
2020
Q4 | $413K | Sell |
6,405
-185
| -3% | -$11.9K | ﹤0.01% | 1366 |
|
2020
Q3 | $235K | Sell |
6,590
-875
| -12% | -$31.2K | ﹤0.01% | 1468 |
|
2020
Q2 | $313K | Buy |
7,465
+1,885
| +34% | +$79K | ﹤0.01% | 1289 |
|
2020
Q1 | $209K | Sell |
5,580
-12,646
| -69% | -$474K | ﹤0.01% | 1282 |
|
2019
Q4 | $1.17M | Buy |
18,226
+11,318
| +164% | +$724K | 0.01% | 747 |
|
2019
Q3 | $392K | Sell |
6,908
-3
| -0% | -$170 | ﹤0.01% | 1085 |
|
2019
Q2 | $397K | Sell |
6,911
-6
| -0.1% | -$345 | ﹤0.01% | 1059 |
|
2019
Q1 | $378K | Buy |
6,917
+277
| +4% | +$15.1K | ﹤0.01% | 1122 |
|
2018
Q4 | $306K | Sell |
6,640
-120
| -2% | -$5.53K | ﹤0.01% | 1159 |
|
2018
Q3 | $407K | Buy |
6,760
+34
| +0.5% | +$2.05K | ﹤0.01% | 1159 |
|
2018
Q2 | $413K | Buy |
+6,726
| New | +$413K | ﹤0.01% | 1082 |
|