WealthShield Partners’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 | $702K | Hold |
359
| – | – | 0.08% | 204 |
|
|
2025
Q1 | $666K | Buy |
359
+11
| +3% | +$20.4K | 0.09% | 199 |
|
|
2024
Q4 | $735K | Hold |
348
| – | – | 0.1% | 181 |
|
|
2024
Q3 | $641K | Hold |
348
| – | – | 0.09% | 191 |
|
|
2024
Q2 | $586K | Buy |
348
+140
| +67% | +$236K | 0.09% | 188 |
|
|
2024
Q1 | $340K | Hold |
208
| – | – | 0.06% | 221 |
|
|
2023
Q4 | $295K | Buy |
+208
| New | +$295K | 0.05% | 241 |
|