Northwestern Mutual Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
150
+18
| +14% | +$35.2K | ﹤0.01% | 1593 |
|
|
2025
Q1 | $245K | Buy |
132
+1
| +0.8% | +$1.85K | ﹤0.01% | 1581 |
|
|
2024
Q4 | $277K | Sell |
131
-6
| -4% | -$12.7K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $252K | Buy |
137
+61
| +80% | +$112K | ﹤0.01% | 1549 |
|
|
2024
Q2 | $128K | Sell |
76
-10
| -12% | -$16.8K | ﹤0.01% | 1736 |
|
|
2024
Q1 | $141K | Sell |
86
-12
| -12% | -$19.6K | ﹤0.01% | 1680 |
|
|
2023
Q4 | $139K | Sell |
98
-2
| -2% | -$2.84K | ﹤0.01% | 1649 |
|
|
2023
Q3 | $138K | Buy |
100
+95
| +1,900% | +$131K | ﹤0.01% | 1585 |
|
|
2023
Q2 | $6.42K | Buy |
+5
| New | +$6.42K | ﹤0.01% | 2707 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 3196 |
|
|
2022
Q2 | $1K | Sell |
2
-5
| -71% | -$2.5K | ﹤0.01% | 3018 |
|
|
2022
Q1 | $5K | Buy |
+7
| New | +$5K | ﹤0.01% | 2734 |
|
|
2021
Q4 | – | Sell |
-121
| Closed | -$102K | – | 3201 |
|
|
2021
Q3 | $102K | Buy |
+121
| New | +$102K | ﹤0.01% | 1617 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 2481 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2616 |
|
|
2019
Q1 | – | Sell |
-45
| Closed | -$17K | – | 2583 |
|
|
2018
Q4 | $17K | Buy |
+45
| New | +$17K | ﹤0.01% | 1652 |
|
|
2017
Q1 | – | Sell |
-28
| Closed | -$10K | – | 2125 |
|
|
2016
Q4 | $10K | Buy |
+28
| New | +$10K | ﹤0.01% | 1605 |
|
|
2016
Q3 | – | Sell |
-17
| Closed | -$4K | – | 622 |
|
|
2016
Q2 | $4K | Buy |
17
+11
| +183% | +$2.59K | ﹤0.01% | 1651 |
|
|
2016
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1881 |
|
|
2015
Q1 | – | Sell |
-57
| Closed | -$14K | – | 1624 |
|
|
2014
Q4 | $14K | Buy |
+57
| New | +$14K | ﹤0.01% | 978 |
|