Wealth Enhancement Advisory Services’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
$10M Sell
4,785
-3
-0.1% -$6.27K 0.02% 627
2025
Q1
$8.88M Buy
4,788
+107
+2% +$198K 0.02% 617
2024
Q4
$9.89M Buy
4,681
+47
+1% +$99.3K 0.02% 559
2024
Q3
$8.53M Sell
4,634
-21
-0.5% -$38.7K 0.02% 561
2024
Q2
$7.84M Sell
4,655
-262
-5% -$441K 0.02% 558
2024
Q1
$8.04M Buy
4,917
+2
+0% +$3.27K 0.02% 536
2023
Q4
$6.97M Sell
4,915
-25
-0.5% -$35.5K 0.02% 513
2023
Q3
$6.82M Buy
+4,940
New +$6.82M 0.02% 499