Private Trust Company’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
359
+164
| +84% | +$4.59K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $5.36K | Hold |
195
| – | – | ﹤0.01% | 2004 |
|
|
2024
Q4 | $6.55K | Buy |
195
+31
| +19% | +$1.04K | ﹤0.01% | 1889 |
|
|
2024
Q3 | $5.18K | Buy |
+164
| New | +$5.18K | ﹤0.01% | 1940 |
|
|
2024
Q1 | – | Sell |
-93
| Closed | -$3.13K | – | 2320 |
|
|
2023
Q4 | $3.13K | Sell |
93
-27
| -23% | -$908 | ﹤0.01% | 2046 |
|
|
2023
Q3 | $3.82K | Hold |
120
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q2 | $3.61K | Buy |
+120
| New | +$3.61K | ﹤0.01% | 1970 |
|