SWM
Selective Wealth Management’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
2,347
| – | – | 0.1% | 84 |
|
|
2025
Q1 | $211K | Hold |
2,347
| – | – | 0.09% | 94 |
|
|
2024
Q4 | $277K | Hold |
2,347
| – | – | 0.11% | 84 |
|
|
2024
Q3 | $221K | Buy |
+2,347
| New | +$221K | 0.09% | 101 |
|
|
2022
Q4 | – | Sell |
-2,347
| Closed | -$190K | – | 568 |
|
|
2022
Q3 | $190K | Hold |
2,347
| – | – | 0.08% | 135 |
|
|
2022
Q2 | $170K | Hold |
2,347
| – | – | 0.06% | 158 |
|
|
2022
Q1 | $216K | Hold |
2,347
| – | – | 0.08% | 127 |
|
|
2021
Q4 | $224K | Buy |
+2,347
| New | +$224K | 0.09% | 113 |
|