Venturi Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Buy |
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|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $410K | Buy |
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|
2024
Q4 | $450K | Buy |
|
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $187K | Buy |
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|
2023
Q3 | $16.6K | Hold |
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|
2023
Q2 | $15.4K | Hold |
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|
2023
Q1 | $11.7K | Buy |
|