Private Wealth Management Group’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.6K | Hold |
10
| – | – | 0.01% | 308 |
|
2025
Q1 | $18.5K | Hold |
10
| – | – | 0.01% | 314 |
|
2024
Q4 | $21.1K | Hold |
10
| – | – | 0.01% | 289 |
|
2024
Q3 | $18.4K | Hold |
10
| – | – | 0.01% | 309 |
|
2024
Q2 | $16.8K | Sell |
10
-13
| -57% | -$21.9K | 0.01% | 312 |
|
2024
Q1 | $37.6K | Sell |
23
-11
| -32% | -$18K | 0.02% | 192 |
|
2023
Q4 | $48.2K | Buy |
+34
| New | +$48.2K | 0.02% | 160 |
|