Sheets Smith Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Sheets Smith Wealth Management’s Portfolio PNFP Stock Details PNFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$813K	Buy	8,062 +1,929	+31%	+$185K	0.08%	231
2026 Q1	$528K	Buy	6,133 +66	+1%	+$6.14K	0.06%	280
2025 Q4	$579K	Buy	6,067 +2	+0%	+$184	0.06%	259
2025 Q3	$569K	Buy	6,065 +85	+1%	+$8.49K	0.06%	266
2025 Q2	$660K	Buy	5,980 +105	+2%	+$10.8K	0.08%	240
2025 Q1	$623K	Buy	5,875 +206	+4%	+$23.6K	0.08%	220
2024 Q4	$648K	Buy	5,669 +171	+3%	+$19.3K	0.08%	215
2024 Q3	$539K	Buy	5,498 +1	+0%	+$92	0.07%	241
2024 Q2	$440K	Buy	5,497 +1	+0%	+$80	0.05%	261
2024 Q1	$472K	Hold	5,496	–	–	0.05%	251
2023 Q4	$479K	Sell	5,496 -198	-3%	-$14.3K	0.07%	222
2023 Q3	$382K	Buy	5,694 +134	+2%	+$9.04K	0.06%	240
2023 Q2	$315K	Buy	5,560 +1	+0%	+$53	0.05%	271
2023 Q1	$307K	Buy	5,559 +1	+0%	+$70	0.05%	264
2022 Q4	$408K	Buy	5,558 +1	+0%	+$80	0.06%	219
2022 Q3	$451K	Buy	5,557 +1	+0%	+$80	0.08%	192
2022 Q2	$402K	Buy	5,556 +1	+0%	+$79	0.07%	214
2022 Q1	$512K	Hold	5,555	–	–	0.07%	212
2021 Q4	$530K	Buy	5,555 +19	+0.3%	+$1.86K	0.07%	222
2021 Q3	$521K	Hold	5,536	–	–	0.07%	214
2021 Q2	$489K	Hold	5,536	–	–	0.07%	223
2021 Q1	$491K	Hold	5,536	–	–	0.07%	210
2020 Q4	$357K	Buy	+5,536	New	+$285K	0.05%	253
2020 Q3	–	Sell	-5,406	Closed	-$227K	–	302
2020 Q2	$227K	Hold	5,406	–	–	0.05%	228
2020 Q1	$203K	Buy	5,406 +311	+6%	+$16.8K	0.04%	257
2019 Q4	$326K	Sell	5,095 -210	-4%	-$12.7K	0.06%	257
2019 Q3	$301K	Sell	5,305 -34	-0.6%	-$1.9K	0.06%	247
2019 Q2	$307K	Hold	5,339	–	–	0.06%	265
2019 Q1	$292K	Sell	5,339 -33	-0.6%	-$1.82K	0.06%	274
2018 Q4	$248K	Sell	5,372 -165	-3%	-$8.75K	0.07%	247
2018 Q3	$333K	Buy	5,537 +67	+1%	+$4.24K	0.07%	275
2018 Q2	$336K	Buy	5,470 +615	+13%	+$40K	0.08%	250
2018 Q1	$312K	Buy	4,855 +75	+2%	+$4.9K	0.08%	255
2017 Q4	$317K	Hold	4,780	–	–	0.07%	257
2017 Q3	$320K	Sell	4,780 -6,637	-58%	-$418K	0.08%	238
2017 Q2	$717K	Buy	11,417 +6,637	+139%	+$421K	0.19%	137
2017 Q1	$318K	Hold	4,780	–	–	0.08%	226
2016 Q4	$331K	Sell	4,780 -1,720	-26%	-$104K	0.09%	218
2016 Q3	$352K	Hold	6,500	–	–	0.1%	196
2016 Q2	$318K	Hold	6,500	–	–	0.09%	194
2016 Q1	$319K	Hold	6,500	–	–	0.1%	173
2015 Q4	$334K	Hold	6,500	–	–	0.1%	175
2015 Q3	$321K	Buy	6,500 +210	+3%	+$10.6K	0.11%	154
2015 Q2	$342K	Buy	6,290 +185	+3%	+$9.16K	0.09%	179
2015 Q1	$271K	Hold	6,105	–	–	0.07%	197
2014 Q4	$241K	Hold	6,105	–	–	0.06%	215
2014 Q3	$220K	Buy	6,105 +145	+2%	+$5.33K	0.06%	218
2014 Q2	$235K	Buy	+5,960	New	+$214K	0.06%	227