Laird Norton Wetherby Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
+181
| New | +$354K | 0.02% | 668 |
|
|
2024
Q4 | $395K | Sell |
187
-22
| -11% | -$46.5K | 0.02% | 610 |
|
|
2024
Q3 | $385K | Sell |
209
-2
| -0.9% | -$3.68K | 0.02% | 644 |
|
|
2024
Q2 | $355K | Sell |
211
-16
| -7% | -$26.9K | 0.02% | 644 |
|
|
2024
Q1 | $371K | Hold |
227
| – | – | 0.02% | 666 |
|
|
2023
Q4 | $322K | Sell |
227
-10
| -4% | -$14.2K | 0.02% | 696 |
|
|
2023
Q3 | $327K | Buy |
237
+3
| +1% | +$4.14K | 0.02% | 660 |
|
|
2023
Q2 | $300K | Buy |
+234
| New | +$300K | 0.02% | 710 |
|