PWMG
Pinnacle Wealth Management Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
4,259
-69
| -2% | -$24.5K | 0.87% | 33 |
|
|
2025
Q1 | $1.52M | Sell |
4,328
-23
| -0.5% | -$8.06K | 1.06% | 28 |
|
|
2024
Q4 | $1.38M | Buy |
4,351
+128
| +3% | +$40.5K | 0.86% | 32 |
|
|
2024
Q3 | $1.16M | Sell |
4,223
-24
| -0.6% | -$6.6K | 0.73% | 35 |
|
|
2024
Q2 | $1.11M | Sell |
4,247
-35
| -0.8% | -$9.19K | 0.75% | 33 |
|
|
2024
Q1 | $1.2M | Buy |
4,282
+72
| +2% | +$20.1K | 0.89% | 31 |
|
|
2023
Q4 | $1.1M | Buy |
4,210
+112
| +3% | +$29.2K | 0.9% | 32 |
|
|
2023
Q3 | $943K | Sell |
4,098
-67
| -2% | -$15.4K | 0.86% | 33 |
|
|
2023
Q2 | $989K | Sell |
4,165
-337
| -7% | -$80K | 0.86% | 31 |
|
|
2023
Q1 | $1.02M | Buy |
4,502
+100
| +2% | +$22.5K | 0.88% | 31 |
|
|
2022
Q4 | $915K | Sell |
4,402
-300
| -6% | -$62.4K | 0.81% | 32 |
|
|
2022
Q3 | $835K | Hold |
4,702
| – | – | 0.74% | 31 |
|
|
2022
Q2 | $926K | Sell |
4,702
-150
| -3% | -$29.5K | 0.78% | 33 |
|
|
2022
Q1 | $1.08M | Sell |
4,852
-250
| -5% | -$55.4K | 0.81% | 34 |
|
|
2021
Q4 | $1.11M | Sell |
5,102
-1,295
| -20% | -$281K | 0.82% | 33 |
|
|
2021
Q3 | $1.43M | Buy |
6,397
+107
| +2% | +$23.8K | 1.07% | 29 |
|
|
2021
Q2 | $1.47M | Buy |
+6,290
| New | +$1.47M | 1.07% | 29 |
|