PWMAG
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Pinnacle Wealth Management Advisory Group’s Broadridge BR Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$387K Buy
1,592
+16
+1% +$3.89K 0.03% 260
2025
Q1 		$382K Buy
1,576
+15
+1% +$3.64K 0.04% 244
2024
Q4 		$353K Buy
+1,561
New +$353K 0.03% 263