PWMAG
Pinnacle Wealth Management Advisory Group’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
177
+6
| +4% | +$11K | 0.03% | 287 |
|
|
2025
Q1 | $315K | Buy |
171
+9
| +6% | +$16.6K | 0.03% | 283 |
|
|
2024
Q4 | $323K | Sell |
162
-1
| -0.6% | -$1.99K | 0.03% | 273 |
|
|
2024
Q3 | $317K | Buy |
163
+1
| +0.6% | +$1.94K | 0.03% | 267 |
|
|
2024
Q2 | $241K | Sell |
162
-13
| -7% | -$19.4K | 0.02% | 305 |
|
|
2024
Q1 | $219K | Buy |
175
+2
| +1% | +$2.5K | 0.02% | 317 |
|
|
2023
Q4 | $201K | Buy |
+173
| New | +$201K | 0.02% | 316 |
|