Whittier Trust’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 | $13.7M | Buy |
6,979
+597
| +9% | +$1.17M | 0.16% | 116 |
|
|
2025
Q1 | $11.8M | Buy |
6,382
+404
| +7% | +$749K | 0.16% | 117 |
|
|
2024
Q4 | $12.6M | Buy |
5,978
+352
| +6% | +$744K | 0.17% | 119 |
|
|
2024
Q3 | $10.4M | Buy |
5,626
+5,625
| +562,500% | +$10.4M | 0.14% | 130 |
|
|
2024
Q2 | $1.68K | Hold |
1
| – | – | ﹤0.01% | 1440 |
|
|
2024
Q1 | $1.64K | Hold |
1
| – | – | ﹤0.01% | 1430 |
|
|
2023
Q4 | $1.42K | Sell |
1
-3
| -75% | -$4.25K | ﹤0.01% | 1425 |
|
|
2023
Q3 | $5.52K | Buy |
4
+3
| +300% | +$4.14K | ﹤0.01% | 1358 |
|
|
2023
Q2 | $1.28K | Hold |
1
| – | – | ﹤0.01% | 1478 |
|
|
2023
Q1 | $973 | Hold |
1
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q4 | $758 | Hold |
1
| – | – | ﹤0.01% | 1559 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 1599 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1609 |
|