Wilbanks Smith & Thomas Asset Management’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.71M | Hold |
1,045
| – | – | 0.05% | 174 |
|
|
2023
Q4 | $1.48M | Sell |
1,045
-14
| -1% | -$19.9K | 0.05% | 184 |
|
|
2023
Q3 | $1.46M | Buy |
1,059
+14
| +1% | +$19.3K | 0.05% | 188 |
|
|
2023
Q2 | $1.34M | Hold |
1,045
| – | – | 0.04% | 194 |
|
|
2023
Q1 | $1.02M | Hold |
1,045
| – | – | 0.04% | 214 |
|
|
2022
Q4 | $792K | Hold |
1,045
| – | – | 0.03% | 243 |
|
|
2022
Q3 | $833K | Hold |
1,045
| – | – | 0.04% | 235 |
|
|
2022
Q2 | $683K | Hold |
1,045
| – | – | 0.03% | 260 |
|
|
2022
Q1 | $687K | Buy |
1,045
+425
| +69% | +$279K | 0.03% | 259 |
|
|
2021
Q4 | $515K | Hold |
620
| – | – | 0.02% | 327 |
|
|
2021
Q3 | $523K | Hold |
620
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $516K | Hold |
620
| – | – | 0.02% | 303 |
|
|
2021
Q1 | $518K | Hold |
620
| – | – | 0.02% | 278 |
|
|
2020
Q4 | $356K | Buy |
+620
| New | +$356K | 0.02% | 306 |
|
|
2020
Q1 | – | Sell |
-388
| Closed | -$206K | – | 389 |
|
|
2019
Q4 | $206K | Buy |
+388
| New | +$206K | 0.01% | 391 |
|
|
2018
Q4 | – | Sell |
-325
| Closed | -$147K | – | 670 |
|
|
2018
Q3 | $147K | Buy |
+325
| New | +$147K | 0.01% | 456 |
|