Peterson Wealth Services’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 | $647K | Buy |
331
+3
| +0.9% | +$5.86K | 0.18% | 85 |
|
|
2025
Q1 | $609K | Sell |
328
-252
| -43% | -$468K | 0.19% | 75 |
|
|
2024
Q4 | $1.23M | Buy |
580
+26
| +5% | +$55K | 0.37% | 58 |
|
|
2024
Q3 | $1.02M | Buy |
554
+54
| +11% | +$99.4K | 0.33% | 66 |
|
|
2024
Q2 | $841K | Buy |
500
+42
| +9% | +$70.7K | 0.29% | 68 |
|
|
2024
Q1 | $749K | Buy |
458
+297
| +184% | +$486K | 0.27% | 68 |
|
|
2023
Q4 | $229K | Buy |
+161
| New | +$229K | 0.1% | 90 |
|