Wealth Enhancement Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.59M Sell
1,357
-3,478
-72% -$6.98M 0.01% 1253
2025
Q4
$10.6M Buy
4,835
+35
+0.7% +$66K 0.01% 674
2025
Q3
$8.49M Buy
4,800
+15
+0.3% +$29.6K 0.01% 723
2025
Q2
$10M Sell
4,785
-3
-0.1% -$5.44K 0.02% 628
2025
Q1
$8.88M Buy
4,788
+107
+2% +$218K 0.02% 618
2024
Q4
$9.89M Buy
4,681
+47
+1% +$98.5K 0.02% 560
2024
Q3
$8.53M Sell
4,634
-21
-0.5% -$40.1K 0.02% 562
2024
Q2
$7.84M Sell
4,655
-262
-5% -$438K 0.02% 558
2024
Q1
$8.04M Buy
4,917
+2
+0% +$3.01K 0.02% 536
2023
Q4
$6.97M Sell
4,915
-25
-0.5% -$35.1K 0.02% 513
2023
Q3
$6.82M Buy
+4,940
New +$6.79M 0.02% 499

Other funds holding FCNCA