Waldron Private Wealth’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,088
| Closed | -$239K | – | 393 |
|
|
2024
Q4 | $239K | Buy |
+2,088
| New | +$239K | 0.01% | 373 |
|
|
2024
Q2 | – | Sell |
-2,754
| Closed | -$237K | – | 437 |
|
|
2024
Q1 | $237K | Buy |
2,754
+16
| +0.6% | +$1.37K | 0.01% | 366 |
|
|
2023
Q4 | $239K | Buy |
+2,738
| New | +$239K | 0.01% | 354 |
|
|
2023
Q1 | – | Sell |
-2,531
| Closed | -$205K | – | 439 |
|
|
2022
Q4 | $205K | Hold |
2,531
| – | – | 0.01% | 349 |
|
|
2022
Q3 | $205K | Buy |
+2,531
| New | +$205K | 0.01% | 351 |
|
|
2022
Q2 | – | Sell |
-2,368
| Closed | -$218K | – | 401 |
|
|
2022
Q1 | $218K | Hold |
2,368
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $226K | Hold |
2,368
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $222K | Hold |
2,368
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $209K | Hold |
2,368
| – | – | 0.01% | 318 |
|
|
2021
Q1 | $209K | Buy |
+2,368
| New | +$209K | 0.01% | 294 |
|
|
2020
Q1 | – | Sell |
-4,158
| Closed | -$266K | – | 280 |
|
|
2019
Q4 | $266K | Buy |
+4,158
| New | +$266K | 0.02% | 223 |
|