PWMAG
Pinnacle Wealth Management Advisory Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
11,544
+249
| +2% | +$88.4K | 0.34% | 64 |
|
|
2025
Q1 | $3.96M | Buy |
11,295
+246
| +2% | +$86.2K | 0.37% | 63 |
|
|
2024
Q4 | $3.49M | Buy |
11,049
+398
| +4% | +$126K | 0.33% | 68 |
|
|
2024
Q3 | $2.93M | Sell |
10,651
-122
| -1% | -$33.5K | 0.28% | 76 |
|
|
2024
Q2 | $2.83M | Buy |
10,773
+691
| +7% | +$181K | 0.29% | 78 |
|
|
2024
Q1 | $2.81M | Buy |
10,082
+178
| +2% | +$49.7K | 0.3% | 75 |
|
|
2023
Q4 | $2.58M | Sell |
9,904
-30
| -0.3% | -$7.81K | 0.3% | 76 |
|
|
2023
Q3 | $2.28M | Sell |
9,934
-75
| -0.7% | -$17.3K | 0.3% | 77 |
|
|
2023
Q2 | $2.38M | Sell |
10,009
-498
| -5% | -$118K | 0.3% | 76 |
|
|
2023
Q1 | $2.37M | Buy |
10,507
+42
| +0.4% | +$9.47K | 0.32% | 73 |
|
|
2022
Q4 | $2.17M | Buy |
10,465
+2,249
| +27% | +$467K | 0.33% | 68 |
|
|
2022
Q3 | $1.46M | Buy |
8,216
+186
| +2% | +$33.1K | 0.24% | 85 |
|
|
2022
Q2 | $1.58M | Sell |
8,030
-732
| -8% | -$144K | 0.26% | 87 |
|
|
2022
Q1 | $1.94M | Buy |
8,762
+2,486
| +40% | +$551K | 0.28% | 84 |
|
|
2021
Q4 | $1.36M | Buy |
6,276
+722
| +13% | +$156K | 0.22% | 97 |
|
|
2021
Q3 | $1.24M | Sell |
5,554
-543
| -9% | -$121K | 0.29% | 86 |
|
|
2021
Q2 | $1.43M | Buy |
6,097
+1,332
| +28% | +$312K | 0.33% | 76 |
|
|
2021
Q1 | $1.01M | Sell |
4,765
-44
| -0.9% | -$9.32K | 0.28% | 81 |
|
|
2020
Q4 | $1.05M | Sell |
4,809
-581
| -11% | -$127K | 0.32% | 76 |
|
|
2020
Q3 | $1.08M | Sell |
5,390
-1,150
| -18% | -$230K | 0.38% | 73 |
|
|
2020
Q2 | $1.26M | Buy |
6,540
+1,020
| +18% | +$197K | 0.47% | 61 |
|
|
2020
Q1 | $889K | Buy |
5,520
+690
| +14% | +$111K | 0.43% | 58 |
|
|
2019
Q4 | $908K | Buy |
4,830
+218
| +5% | +$41K | 0.34% | 80 |
|
|
2019
Q3 | $793K | Buy |
4,612
+160
| +4% | +$27.5K | 0.33% | 85 |
|
|
2019
Q2 | $773K | Hold |
4,452
| – | – | 0.33% | 85 |
|
|
2019
Q1 | $695K | Buy |
4,452
+950
| +27% | +$148K | 0.31% | 87 |
|
|
2018
Q4 | $462K | Sell |
3,502
-125
| -3% | -$16.5K | 0.25% | 103 |
|
|
2018
Q3 | $544K | Buy |
3,627
+137
| +4% | +$20.5K | 0.27% | 93 |
|
|
2018
Q2 | $462K | Hold |
3,490
| – | – | 0.25% | 96 |
|
|
2018
Q1 | $417K | Buy |
3,490
+50
| +1% | +$5.97K | 0.24% | 96 |
|
|
2017
Q4 | $392K | Sell |
3,440
-50
| -1% | -$5.7K | 0.22% | 98 |
|
|
2017
Q3 | $367K | Sell |
3,490
-235
| -6% | -$24.7K | 0.21% | 105 |
|
|
2017
Q2 | $349K | Buy |
3,725
+835
| +29% | +$78.2K | 0.22% | 107 |
|
|
2017
Q1 | $257K | Sell |
2,890
-560
| -16% | -$49.8K | 0.18% | 114 |
|
|
2016
Q4 | $269K | Hold |
3,450
| – | – | 0.19% | 105 |
|
|
2016
Q3 | $285K | Sell |
3,450
-100
| -3% | -$8.26K | 0.22% | 99 |
|
|
2016
Q2 | $263K | Sell |
3,550
-510
| -13% | -$37.8K | 0.21% | 100 |
|
|
2016
Q1 | $311K | Buy |
4,060
+800
| +25% | +$61.3K | 0.28% | 85 |
|
|
2015
Q4 | $253K | Sell |
3,260
-100
| -3% | -$7.76K | 0.23% | 91 |
|
|
2015
Q3 | $234K | Sell |
3,360
-315
| -9% | -$21.9K | 0.23% | 88 |
|
|
2015
Q2 | $247K | Sell |
3,675
-470
| -11% | -$31.6K | 0.23% | 89 |
|
|
2015
Q1 | $271K | Buy |
4,145
+2,640
| +175% | +$173K | 0.24% | 89 |
|
|
2014
Q4 | $395K | Buy |
+1,505
| New | +$395K | 0.37% | 70 |
|