Spire Wealth Management’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-45
| Closed | -$1.25K | – | 2441 |
|
|
2025
Q3 | $1.25K | Hold |
45
| – | – | ﹤0.01% | 2233 |
|
|
2025
Q2 | $987 | Sell |
45
-2
| -4% | -$43 | ﹤0.01% | 2284 |
|
|
2025
Q1 | $906 | Hold |
47
| – | – | ﹤0.01% | 2403 |
|
|
2024
Q4 | $996 | Buy |
47
+1
| +2% | +$21 | ﹤0.01% | 2373 |
|
|
2024
Q3 | $920 | Buy |
+46
| New | +$913 | ﹤0.01% | 2105 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$971 | – | 2501 |
|
|
2023
Q1 | $971 | Sell |
30
-194
| -87% | -$6.35K | ﹤0.01% | 2394 |
|
|
2022
Q4 | $8K | Buy |
+224
| New | +$7.47K | ﹤0.01% | 1706 |
|