Wealth Enhancement Advisory Services’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-15,013
| Closed | -$419K | – | 3767 |
|
|
2025
Q3 | $419K | Buy |
15,013
+3,262
| +28% | +$78.8K | ﹤0.01% | 2500 |
|
|
2025
Q2 | $259K | Sell |
11,751
-343
| -3% | -$7.39K | ﹤0.01% | 2762 |
|
|
2025
Q1 | $233K | Sell |
12,094
-11,516
| -49% | -$227K | ﹤0.01% | 2602 |
|
|
2024
Q4 | $501K | Sell |
23,610
-1,457
| -6% | -$30.9K | ﹤0.01% | 1991 |
|
|
2024
Q3 | $501K | Buy |
25,067
+9,796
| +64% | +$194K | ﹤0.01% | 1832 |
|
|
2024
Q2 | $285K | Buy |
15,271
+4,231
| +38% | +$83.9K | ﹤0.01% | 2018 |
|
|
2024
Q1 | $244K | Sell |
11,040
-672
| -6% | -$14.5K | ﹤0.01% | 2056 |
|
|
2023
Q4 | $262K | Sell |
11,712
-271
| -2% | -$5.6K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $258K | Buy |
+11,983
| New | +$299K | ﹤0.01% | 1836 |
|