PWMG
Pinnacle Wealth Management Group’s EVgo EVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59.9K | Hold |
16,400
| – | – | 0.03% | 121 |
|
2025
Q1 | $43.6K | Sell |
16,400
-5,700
| -26% | -$15.2K | 0.03% | 105 |
|
2024
Q4 | $89.5K | Sell |
22,100
-2,000
| -8% | -$8.1K | 0.06% | 115 |
|
2024
Q3 | $99.8K | Hold |
24,100
| – | – | 0.06% | 117 |
|
2024
Q2 | $59K | Hold |
24,100
| – | – | 0.04% | 104 |
|
2024
Q1 | $60.5K | Hold |
24,100
| – | – | 0.04% | 108 |
|
2023
Q4 | $86.3K | Sell |
24,100
-6,400
| -21% | -$22.9K | 0.07% | 96 |
|
2023
Q3 | $103K | Sell |
30,500
-500
| -2% | -$1.69K | 0.09% | 94 |
|
2023
Q2 | $124K | Sell |
31,000
-2,000
| -6% | -$8K | 0.11% | 95 |
|
2023
Q1 | $257K | Sell |
33,000
-900
| -3% | -$7.01K | 0.22% | 85 |
|
2022
Q4 | $152K | Sell |
33,900
-1,200
| -3% | -$5.38K | 0.13% | 102 |
|
2022
Q3 | $278K | Hold |
35,100
| – | – | 0.25% | 84 |
|
2022
Q2 | $211K | Hold |
35,100
| – | – | 0.18% | 109 |
|
2022
Q1 | $451K | Buy |
35,100
+600
| +2% | +$7.71K | 0.34% | 70 |
|
2021
Q4 | $343K | Buy |
+34,500
| New | +$343K | 0.25% | 92 |
|
2021
Q3 | – | Sell |
-31,100
| Closed | -$467K | – | 116 |
|
2021
Q2 | $467K | Buy |
+31,100
| New | +$467K | 0.34% | 74 |
|