Northwestern Mutual Wealth Management’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
5,193
+38
| +0.7% | +$4.2K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $547K | Sell |
5,155
-23
| -0.4% | -$2.44K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $592K | Buy |
5,178
+53
| +1% | +$6.06K | ﹤0.01% | 1270 |
|
|
2024
Q3 | $502K | Sell |
5,125
-280
| -5% | -$27.4K | ﹤0.01% | 1299 |
|
|
2024
Q2 | $433K | Buy |
5,405
+49
| +0.9% | +$3.92K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $460K | Sell |
5,356
-69
| -1% | -$5.93K | ﹤0.01% | 1272 |
|
|
2023
Q4 | $473K | Hold |
5,425
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q3 | $364K | Hold |
5,425
| – | – | ﹤0.01% | 1268 |
|
|
2023
Q2 | $307K | Hold |
5,425
| – | – | ﹤0.01% | 1325 |
|
|
2023
Q1 | $299K | Sell |
5,425
-40
| -0.7% | -$2.21K | ﹤0.01% | 1301 |
|
|
2022
Q4 | $401K | Buy |
5,465
+40
| +0.7% | +$2.94K | ﹤0.01% | 1176 |
|
|
2022
Q3 | $440K | Sell |
5,425
-133
| -2% | -$10.8K | ﹤0.01% | 1098 |
|
|
2022
Q2 | $402K | Buy |
5,558
+133
| +2% | +$9.62K | ﹤0.01% | 1133 |
|
|
2022
Q1 | $500K | Hold |
5,425
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q4 | $518K | Hold |
5,425
| – | – | ﹤0.01% | 1065 |
|
|
2021
Q3 | $510K | Hold |
5,425
| – | – | ﹤0.01% | 982 |
|
|
2021
Q2 | $479K | Buy |
5,425
+3,323
| +158% | +$293K | ﹤0.01% | 1001 |
|
|
2021
Q1 | $186K | Sell |
2,102
-606
| -22% | -$53.6K | ﹤0.01% | 1269 |
|
|
2020
Q4 | $174K | Buy |
2,708
+606
| +29% | +$38.9K | ﹤0.01% | 1198 |
|
|
2020
Q3 | $75K | Hold |
2,102
| – | – | ﹤0.01% | 1375 |
|
|
2020
Q2 | $88K | Sell |
2,102
-22
| -1% | -$921 | ﹤0.01% | 1264 |
|
|
2020
Q1 | $80K | Buy |
2,124
+14
| +0.7% | +$527 | ﹤0.01% | 1195 |
|
|
2019
Q4 | $135K | Buy |
2,110
+8
| +0.4% | +$512 | ﹤0.01% | 1102 |
|
|
2019
Q3 | $119K | Hold |
2,102
| – | – | ﹤0.01% | 1087 |
|
|
2019
Q2 | $121K | Hold |
2,102
| – | – | ﹤0.01% | 1053 |
|
|
2019
Q1 | $115K | Hold |
2,102
| – | – | ﹤0.01% | 1038 |
|
|
2018
Q4 | $97K | Hold |
2,102
| – | – | ﹤0.01% | 1012 |
|
|
2018
Q3 | $126K | Sell |
2,102
-477
| -18% | -$28.6K | ﹤0.01% | 961 |
|
|
2018
Q2 | $158K | Buy |
2,579
+653
| +34% | +$40K | ﹤0.01% | 837 |
|
|
2018
Q1 | $124K | Sell |
1,926
-442
| -19% | -$28.5K | ﹤0.01% | 886 |
|
|
2017
Q4 | $157K | Sell |
2,368
-395
| -14% | -$26.2K | ﹤0.01% | 795 |
|
|
2017
Q3 | $185K | Buy |
2,763
+350
| +15% | +$23.4K | ﹤0.01% | 709 |
|
|
2017
Q2 | $152K | Sell |
2,413
-410
| -15% | -$25.8K | ﹤0.01% | 748 |
|
|
2017
Q1 | $188K | Sell |
2,823
-761
| -21% | -$50.7K | ﹤0.01% | 663 |
|
|
2016
Q4 | $248K | Buy |
+3,584
| New | +$248K | ﹤0.01% | 602 |
|
|
2016
Q3 | – | Sell |
-3,595
| Closed | -$176K | – | 1170 |
|
|
2016
Q2 | $176K | Buy |
3,595
+3,512
| +4,231% | +$172K | ﹤0.01% | 613 |
|
|
2016
Q1 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 1726 |
|
|
2015
Q3 | – | Sell |
-27
| Closed | -$1K | – | 1796 |
|
|
2015
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1333 |
|
|
2015
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1473 |
|
|
2014
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1639 |
|
|
2014
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1272 |
|
|
2014
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1202 |
|
|
2014
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1213 |
|