WP
WMS Partners’s Pinnacle Financial Partners PNFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,500
| Closed | -$218K | – | 273 |
|
|
2023
Q4 | $218K | Buy |
+2,500
| New | +$218K | 0.02% | 242 |
|
|
2022
Q4 | – | Sell |
-2,506
| Closed | -$203K | – | 287 |
|
|
2022
Q3 | $203K | Buy |
+2,506
| New | +$203K | 0.03% | 230 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$230K | – | 279 |
|
|
2022
Q1 | $230K | Sell |
2,500
-130
| -5% | -$12K | 0.03% | 224 |
|
|
2021
Q4 | $251K | Buy |
2,630
+130
| +5% | +$12.4K | 0.05% | 176 |
|
|
2021
Q3 | $235K | Hold |
2,500
| – | – | 0.03% | 241 |
|
|
2021
Q2 | $221K | Hold |
2,500
| – | – | 0.03% | 235 |
|
|
2021
Q1 | $222K | Buy |
+2,500
| New | +$222K | 0.05% | 203 |
|
|
2015
Q4 | – | Sell |
-4,050
| Closed | -$200K | – | 203 |
|
|
2015
Q3 | $200K | Buy |
+4,050
| New | +$200K | 0.03% | 193 |
|