Physician 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65K | Buy |
+24
| New | +$2.65K | ﹤0.01% | 956 |
|
|
2024
Q2 | – | Sell |
-2,826
| Closed | -$223K | – | 186 |
|
|
2024
Q1 | $223K | Hold |
2,826
| – | – | 0.05% | 153 |
|
|
2023
Q4 | $248K | Buy |
+2,826
| New | +$248K | 0.06% | 137 |
|
|
2023
Q1 | – | Sell |
-2,826
| Closed | -$210K | – | 154 |
|
|
2022
Q4 | $210K | Sell |
2,826
-940
| -25% | -$69.9K | 0.06% | 144 |
|
|
2022
Q3 | $327K | Hold |
3,766
| – | – | 0.1% | 100 |
|
|
2022
Q2 | $300K | Hold |
3,766
| – | – | 0.09% | 113 |
|
|
2022
Q1 | $307K | Buy |
3,766
+940
| +33% | +$76.6K | 0.08% | 118 |
|
|
2021
Q4 | $302K | Hold |
2,826
| – | – | 0.08% | 124 |
|
|
2021
Q3 | $282K | Hold |
2,826
| – | – | 0.08% | 124 |
|
|
2021
Q2 | $246K | Hold |
2,826
| – | – | 0.07% | 130 |
|
|
2021
Q1 | $254K | Hold |
2,826
| – | – | 0.08% | 126 |
|
|
2020
Q4 | $222K | Buy |
+2,826
| New | +$222K | 0.08% | 129 |
|