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 |
|