Private Wealth Management Group’s nCino NCNO Stock Holding History

Private Wealth Management Group’s Portfolio NCNO Stock Details NCNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$3.02K	Sell
2024 Q4	$4.94K	Hold
2024 Q3	$4.64K	Hold
2024 Q2	$4.62K	Sell
2024 Q1	$7.78K	Hold
2023 Q4	$7K	Buy