PWS
Precision Wealth Strategies’s nCino NCNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
17,478
+1,699
| +11% | +$47.5K | 0.16% | 112 |
|
|
2025
Q1 | $433K | Buy |
15,779
+1,501
| +11% | +$41.2K | 0.33% | 56 |
|
|
2024
Q4 | $479K | Buy |
14,278
+714
| +5% | +$24K | 0.37% | 54 |
|
|
2024
Q3 | $428K | Buy |
13,564
+589
| +5% | +$18.6K | 0.4% | 58 |
|
|
2024
Q2 | $408K | Buy |
12,975
+1,081
| +9% | +$34K | 0.42% | 47 |
|
|
2024
Q1 | $445K | Buy |
11,894
+809
| +7% | +$30.2K | 0.42% | 48 |
|
|
2023
Q4 | $373K | Buy |
11,085
+41
| +0.4% | +$1.38K | 0.36% | 51 |
|
|
2023
Q3 | $351K | Buy |
11,044
+1,503
| +16% | +$47.8K | 0.38% | 45 |
|
|
2023
Q2 | $287K | Sell |
9,541
-127
| -1% | -$3.83K | 0.47% | 47 |
|
|
2023
Q1 | $240K | Buy |
9,668
+1,310
| +16% | +$32.5K | 0.38% | 57 |
|
|
2022
Q4 | $221K | Sell |
8,358
-114
| -1% | -$3.01K | 0.23% | 89 |
|
|
2022
Q3 | $250K | Buy |
8,472
+699
| +9% | +$20.6K | 0.22% | 101 |
|
|
2022
Q2 | $239K | Buy |
7,773
+718
| +10% | +$22.1K | 0.19% | 118 |
|
|
2022
Q1 | $289K | Buy |
+7,055
| New | +$289K | 0.17% | 125 |
|
|
2021
Q4 | – | Sell |
-6,838
| Closed | -$486K | – | 133 |
|
|
2021
Q3 | $486K | Buy |
6,838
+1,514
| +28% | +$108K | 0.38% | 61 |
|
|
2021
Q2 | $319K | Buy |
5,324
+706
| +15% | +$42.3K | 0.27% | 73 |
|
|
2021
Q1 | $308K | Buy |
4,618
+1,291
| +39% | +$86.1K | 0.3% | 52 |
|
|
2020
Q4 | $241K | Buy |
+3,327
| New | +$241K | 0.26% | 47 |
|