JP Morgan Private Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.67M Sell
2023
Q2
$1.72M Sell
2023
Q1
$3.86M Sell
2022
Q4
$3.44M Buy
2022
Q3
$3.55M Sell
2022
Q2
$3.09M Buy
2022
Q1
$3.03M Sell
2021
Q4
$3.89M Buy
2021
Q3
$3.06M Buy
2021
Q2
$2.96M Sell
2021
Q1
$3.08M Sell
2020
Q4
$2.18M Buy
2020
Q3
$1.13M Sell
2020
Q2
$1.59M Buy
2020
Q1
$547K Buy
2019
Q4
$714K Buy
2019
Q3
$576K Buy
2019
Q1
Sell
2018
Q4
$374K Buy
2018
Q3
$426K Buy
2018
Q2
$271K Buy
2018
Q1
$258K Buy