WCAMG
Woodard & Company Asset Management Group’s First Citizens BancShares FCNCA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $282K | Hold |
144
| – | – | 0.05% | 86 |
|
2025
Q1 | $267K | Hold |
144
| – | – | 0.06% | 88 |
|
2024
Q4 | $304K | Hold |
144
| – | – | 0.07% | 80 |
|
2024
Q3 | $265K | Hold |
144
| – | – | 0.06% | 79 |
|
2024
Q2 | $242K | Hold |
144
| – | – | 0.06% | 77 |
|
2024
Q1 | $235K | Hold |
144
| – | – | 0.06% | 79 |
|
2023
Q4 | $204K | Buy |
+144
| New | +$204K | 0.06% | 79 |
|
2018
Q4 | – | Sell |
-144
| Closed | -$65K | – | 87 |
|
2018
Q3 | $65K | Hold |
144
| – | – | 0.06% | 81 |
|
2018
Q2 | $58.1K | Hold |
144
| – | – | 0.06% | 82 |
|
2018
Q1 | $60K | Hold |
144
| – | – | 0.06% | 77 |
|
2017
Q4 | $58K | Buy |
+144
| New | +$58K | 0.05% | 92 |
|