PWAM
PINC

Private Wealth Asset Management’s Premier PINC Stock Holding History

Private Wealth Asset Management’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$250 – 1133
2025
Q3 		$250 Hold
9
– – ﹤0.01% 953
2025
Q2 		$197 Hold
9
– – ﹤0.01% 981
2025
Q1 		$174 Buy
+9
New +$177 ﹤0.01% 1105

Other funds holding PINC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return