PWMAG
Pinnacle Wealth Management Advisory Group’s Aptiv APTV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,800
| Closed | -$202K | – | 361 |
|
2024
Q3 | $202K | Sell |
2,800
-94
| -3% | -$6.77K | 0.02% | 347 |
|
2024
Q2 | $204K | Sell |
2,894
-1,441
| -33% | -$101K | 0.02% | 338 |
|
2024
Q1 | $345K | Sell |
4,335
-428
| -9% | -$34.1K | 0.04% | 235 |
|
2023
Q4 | $427K | Sell |
4,763
-234
| -5% | -$21K | 0.05% | 205 |
|
2023
Q3 | $493K | Sell |
4,997
-75
| -1% | -$7.39K | 0.06% | 175 |
|
2023
Q2 | $518K | Sell |
5,072
-613
| -11% | -$62.6K | 0.06% | 178 |
|
2023
Q1 | $638K | Sell |
5,685
-1,476
| -21% | -$166K | 0.09% | 158 |
|
2022
Q4 | $667K | Buy |
7,161
+812
| +13% | +$75.6K | 0.1% | 142 |
|
2022
Q3 | $497K | Buy |
6,349
+767
| +14% | +$60K | 0.08% | 160 |
|
2022
Q2 | $497K | Buy |
5,582
+352
| +7% | +$31.3K | 0.08% | 171 |
|
2022
Q1 | $626K | Sell |
5,230
-135
| -3% | -$16.2K | 0.09% | 163 |
|
2021
Q4 | $885K | Buy |
5,365
+83
| +2% | +$13.7K | 0.14% | 127 |
|
2021
Q3 | $787K | Sell |
5,282
-325
| -6% | -$48.4K | 0.18% | 116 |
|
2021
Q2 | $882K | Sell |
5,607
-162
| -3% | -$25.5K | 0.21% | 106 |
|
2021
Q1 | $796K | Sell |
5,769
-176
| -3% | -$24.3K | 0.22% | 94 |
|
2020
Q4 | $775K | Sell |
5,945
-375
| -6% | -$48.9K | 0.24% | 90 |
|
2020
Q3 | $579K | Sell |
6,320
-85
| -1% | -$7.79K | 0.2% | 106 |
|
2020
Q2 | $499K | Sell |
6,405
-1,920
| -23% | -$150K | 0.19% | 109 |
|
2020
Q1 | $410K | Sell |
8,325
-235
| -3% | -$11.6K | 0.2% | 103 |
|
2019
Q4 | $813K | Buy |
8,560
+20
| +0.2% | +$1.9K | 0.3% | 88 |
|
2019
Q3 | $747K | Buy |
8,540
+260
| +3% | +$22.7K | 0.31% | 87 |
|
2019
Q2 | $669K | Sell |
8,280
-150
| -2% | -$12.1K | 0.28% | 90 |
|
2019
Q1 | $670K | Sell |
8,430
-180
| -2% | -$14.3K | 0.3% | 88 |
|
2018
Q4 | $530K | Buy |
8,610
+1,210
| +16% | +$74.5K | 0.29% | 101 |
|
2018
Q3 | $621K | Sell |
7,400
-195
| -3% | -$16.4K | 0.31% | 87 |
|
2018
Q2 | $696K | Buy |
7,595
+450
| +6% | +$41.2K | 0.37% | 77 |
|
2018
Q1 | $607K | Sell |
7,145
-225
| -3% | -$19.1K | 0.34% | 80 |
|
2017
Q4 | $625K | Sell |
7,370
-175
| -2% | -$14.8K | 0.35% | 78 |
|
2017
Q3 | $742K | Buy |
7,545
+190
| +3% | +$18.7K | 0.43% | 67 |
|
2017
Q2 | $645K | Sell |
7,355
-410
| -5% | -$36K | 0.4% | 77 |
|
2017
Q1 | $625K | Sell |
7,765
-50
| -0.6% | -$4.02K | 0.43% | 71 |
|
2016
Q4 | $526K | Buy |
7,815
+2,575
| +49% | +$173K | 0.38% | 73 |
|
2016
Q3 | $374K | Buy |
5,240
+340
| +7% | +$24.3K | 0.28% | 85 |
|
2016
Q2 | $307K | Sell |
4,900
-110
| -2% | -$6.89K | 0.24% | 91 |
|
2016
Q1 | $376K | Buy |
+5,010
| New | +$376K | 0.33% | 78 |
|