One Wealth Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-552
| Closed | -$40.5K | – | 490 |
|
|
2022
Q4 | $40.5K | Buy |
+552
| New | +$40.5K | 0.01% | 448 |
|
|
2019
Q2 | – | Sell |
-1,206
| Closed | -$66K | – | 396 |
|
|
2019
Q1 | $66K | Buy |
+1,206
| New | +$66K | 0.05% | 215 |
|
|
2018
Q4 | – | Sell |
-1,225
| Closed | -$74K | – | 380 |
|
|
2018
Q3 | $74K | Hold |
1,225
| – | – | 0.06% | 227 |
|
|
2018
Q2 | $75K | Hold |
1,225
| – | – | 0.06% | 220 |
|
|
2018
Q1 | $79K | Sell |
1,225
-70
| -5% | -$4.51K | 0.07% | 201 |
|
|
2017
Q4 | $86K | Buy |
+1,295
| New | +$86K | 0.07% | 217 |
|