Venturi Wealth Management’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 | $450K | Buy |
230
+9
| +4% | +$17.6K | 0.02% | 345 |
|
|
2025
Q1 | $410K | Buy |
221
+8
| +4% | +$14.8K | 0.02% | 362 |
|
|
2024
Q4 | $450K | Buy |
213
+20
| +10% | +$42.3K | 0.02% | 358 |
|
|
2024
Q3 | $355K | Buy |
193
+1
| +0.5% | +$1.84K | 0.02% | 347 |
|
|
2024
Q2 | $323K | Buy |
192
+10
| +5% | +$16.8K | 0.02% | 338 |
|
|
2024
Q1 | $298K | Buy |
182
+50
| +38% | +$81.8K | 0.02% | 312 |
|
|
2023
Q4 | $187K | Buy |
132
+120
| +1,000% | +$170K | 0.01% | 354 |
|
|
2023
Q3 | $16.6K | Hold |
12
| – | – | ﹤0.01% | 680 |
|
|
2023
Q2 | $15.4K | Hold |
12
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $11.7K | Buy |
+12
| New | +$11.7K | ﹤0.01% | 690 |
|