Wallace Advisory Group’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
8,977
+444
| +5% | +$12.2K | 0.18% | 155 |
|
|
2025
Q1 | $287K | Sell |
8,533
-138
| -2% | -$4.63K | 0.2% | 150 |
|
|
2024
Q4 | $274K | Sell |
8,671
-480
| -5% | -$15.2K | 0.19% | 146 |
|
|
2024
Q3 | $288K | Hold |
9,151
| – | – | 0.21% | 130 |
|
|
2024
Q2 | $288K | Buy |
9,151
+1,301
| +17% | +$40.9K | 0.21% | 132 |
|
|
2024
Q1 | $264K | Sell |
7,850
-2
| -0% | -$67 | 0.2% | 130 |
|
|
2023
Q4 | $250K | Sell |
7,852
-583
| -7% | -$18.5K | 0.2% | 126 |
|
|
2023
Q3 | $254K | Sell |
8,435
-201
| -2% | -$6.05K | 0.18% | 135 |
|
|
2023
Q2 | $214K | Hold |
8,636
| – | – | 0.16% | 150 |
|
|
2023
Q1 | $214K | Buy |
+8,636
| New | +$214K | 0.16% | 150 |
|