Precision Wealth Strategies’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $489K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $479K | Buy |
|
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $408K | Buy |
|
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|
2024
Q1 | $445K | Buy |
|
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $287K | Sell |
|
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|
2023
Q1 | $240K | Buy |
|
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $289K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $486K | Buy |
|
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $241K | Buy |
|