WPA
West Paces Advisors’s Pinnacle Financial Partners PNFP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-900
| Closed | -$95.4K | – | 466 |
|
2025
Q1 | $95.4K | Sell |
900
-400
| -31% | -$42.4K | 0.02% | 190 |
|
2024
Q4 | $149K | Sell |
1,300
-500
| -28% | -$57.2K | 0.04% | 162 |
|
2024
Q3 | $176K | Sell |
1,800
-200
| -10% | -$19.6K | 0.04% | 150 |
|
2024
Q2 | $160K | Hold |
2,000
| – | – | 0.04% | 138 |
|
2024
Q1 | $172K | Sell |
2,000
-500
| -20% | -$42.9K | 0.05% | 140 |
|
2023
Q4 | $218K | Sell |
2,500
-500
| -17% | -$43.6K | 0.06% | 116 |
|
2023
Q3 | $201K | Hold |
3,000
| – | – | 0.06% | 114 |
|
2023
Q2 | $170K | Hold |
3,000
| – | – | 0.05% | 131 |
|
2023
Q1 | $165K | Hold |
3,000
| – | – | 0.05% | 132 |
|
2022
Q4 | $220K | Sell |
3,000
-200
| -6% | -$14.7K | 0.07% | 114 |
|
2022
Q3 | $260K | Hold |
3,200
| – | – | 0.09% | 106 |
|
2022
Q2 | $231K | Hold |
3,200
| – | – | 0.08% | 112 |
|
2022
Q1 | $295K | Hold |
3,200
| – | – | 0.09% | 104 |
|
2021
Q4 | $306K | Sell |
3,200
-800
| -20% | -$76.4K | 0.1% | 99 |
|
2021
Q3 | $376K | Hold |
4,000
| – | – | 0.13% | 92 |
|
2021
Q2 | $353K | Hold |
4,000
| – | – | 0.13% | 90 |
|
2021
Q1 | $355K | Sell |
4,000
-4,400
| -52% | -$390K | 0.14% | 84 |
|
2020
Q4 | $541K | Sell |
8,400
-300
| -3% | -$19.3K | 0.24% | 69 |
|
2020
Q3 | $310K | Hold |
8,700
| – | – | 0.16% | 88 |
|
2020
Q2 | $365K | Hold |
8,700
| – | – | 0.2% | 79 |
|
2020
Q1 | $327K | Hold |
8,700
| – | – | 0.21% | 79 |
|
2019
Q4 | $557K | Buy |
+8,700
| New | +$557K | 0.3% | 61 |
|