PWMG
Pinnacle Wealth Management Group’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
14,619
+500
| +4% | +$20.8K | 0.35% | 56 |
|
|
2025
Q1 | $511K | Hold |
14,119
| – | – | 0.36% | 51 |
|
|
2024
Q4 | $565K | Sell |
14,119
-750
| -5% | -$30K | 0.35% | 54 |
|
|
2024
Q3 | $646K | Buy |
14,869
+1,728
| +13% | +$75K | 0.41% | 50 |
|
|
2024
Q2 | $442K | Buy |
13,141
+3,471
| +36% | +$117K | 0.3% | 61 |
|
|
2024
Q1 | $349K | Hold |
9,670
| – | – | 0.26% | 74 |
|
|
2023
Q4 | $341K | Buy |
+9,670
| New | +$341K | 0.28% | 70 |
|