CAPWEALTH ADVISORS, LLC – Pinnacle Financial Partners, Inc. Transaction History
CAPWEALTH ADVISORS, LLC portfolio value:
$275,000
portfolio value
CAPWEALTH ADVISORS, LLC quarter portfolio value change:
+12.16%
quarter
Pinnacle Financial Partners, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.56% | -125 shares | 21K | $81.1 | 3.38K |
| Q2 2022 | share | Decrease | -3.20% | -116 shares | -80K | $72.31 | 3.51K |
| Q1 2022 | share | Increase | 0.00% | 3.62K shares | 334K | $92.08 | 3.62K |
| Q2 2019 | share | Decrease | -100.00% | -8.96K shares | -491K | $55.9 | 0 |
| Q1 2019 | share | Decrease | -29.76% | -3.8K shares | -98K | $53.06 | 8.96K |
| Q4 2018 | share | Decrease | -16.58% | -2.53K shares | -332K | $44.58 | 12.76K |
| Q3 2018 | share | Decrease | -1.29% | -200 shares | -30K | $57.99 | 15.30K |
| Q2 2018 | share | Increase | +0.16% | 25 shares | -43K | $59.02 | 15.50K |
| Q1 2018 | share | Increase | +0.01% | 1 shares | -32K | $61.62 | 15.48K |
| Q4 2017 | share | Decrease | -14.25% | -2.57K shares | -183K | $63.5 | 15.48K |
| Q3 2017 | share | Increase | +0.01% | 1 shares | 75K | $63.99 | 18.05K |
| Q2 2017 | share | Decrease | -4.70% | -891 shares | -125K | $59.89 | 18.05K |
| Q1 2017 | share | Decrease | -2.32% | -450 shares | -85K | $63.23 | 18.94K |
| Q4 2016 | share | Increase | +1.39% | 266 shares | 310K | $65.81 | 19.39K |
| Q3 2016 | share | Increase | +91.17% | 9.12K shares | 545K | $51.21 | 19.12K |
| Q2 2016 | share | 0.00% | 0 shares | -2K | $46.13 | 10.00K | |
| Q1 2016 | share | Increase | +3.14% | 305 shares | -7K | $46.19 | 10.00K |