Portside Wealth Group’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
44,602
+7,981
| +22% | +$223K | 0.18% | 120 |
|
|
2025
Q1 | $1.01M | Sell |
36,621
-1,254
| -3% | -$34.4K | 0.16% | 139 |
|
|
2024
Q4 | $1.27M | Sell |
37,875
-1,636
| -4% | -$54.9K | 0.21% | 106 |
|
|
2024
Q3 | $1.25M | Sell |
39,511
-275
| -0.7% | -$8.69K | 0.21% | 105 |
|
|
2024
Q2 | $1.25M | Buy |
39,786
+7,536
| +23% | +$237K | 0.24% | 102 |
|
|
2024
Q1 | $1.21M | Buy |
32,250
+1,760
| +6% | +$65.8K | 0.22% | 109 |
|
|
2023
Q4 | $1.03M | Buy |
30,490
+1,926
| +7% | +$64.8K | 0.19% | 122 |
|
|
2023
Q3 | $910K | Sell |
28,564
-2
| -0% | -$64 | 0.17% | 126 |
|
|
2023
Q2 | $860K | Buy |
+28,566
| New | +$860K | 0.16% | 140 |
|