Waverly Advisors’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 | $2.8M | Buy |
1,429
+1
| +0.1% | +$1.96K | 0.03% | 419 |
|
|
2025
Q1 | $2.65M | Hold |
1,428
| – | – | 0.03% | 419 |
|
|
2024
Q4 | $3.02M | Buy |
1,428
+3
| +0.2% | +$6.34K | 0.05% | 299 |
|
|
2024
Q3 | $2.62M | Sell |
1,425
-1
| -0.1% | -$1.84K | 0.05% | 287 |
|
|
2024
Q2 | $2.4M | Hold |
1,426
| – | – | 0.05% | 286 |
|
|
2024
Q1 | $2.33M | Sell |
1,426
-1
| -0.1% | -$1.64K | 0.05% | 234 |
|
|
2023
Q4 | $2.02M | Buy |
1,427
+1
| +0.1% | +$1.42K | 0.08% | 145 |
|
|
2023
Q3 | $1.97M | Buy |
+1,426
| New | +$1.97M | 0.09% | 134 |
|