MW
MBL Wealth’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
617
+15
| +2% | +$29.3K | 0.12% | 91 |
|
|
2025
Q1 | $1.12M | Hold |
602
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $1.27M | Hold |
602
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $1.11M | Hold |
602
| – | – | 0.12% | 87 |
|
|
2024
Q2 | $1.01M | Buy |
602
+2
| +0.3% | +$3.37K | 0.11% | 88 |
|
|
2024
Q1 | $981K | Hold |
600
| – | – | 0.11% | 89 |
|
|
2023
Q4 | $851K | Hold |
600
| – | – | 0.11% | 92 |
|
|
2023
Q3 | $828K | Hold |
600
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $770K | Buy |
600
+300
| +100% | +$385K | 0.11% | 86 |
|
|
2023
Q1 | $292K | Buy |
+300
| New | +$292K | 0.05% | 127 |
|