Pinnacle Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,092	Closed	-$2.59M	–	39
2024 Q2	$2.59M	Buy	10,092 +365	+4%	+$93.8K	3.24%	11
2024 Q1	$2.93M	Buy	9,727 +2,588	+36%	+$779K	3.05%	11
2023 Q4	$1.88M	Sell	7,139 -70	-1%	-$18.4K	2.15%	22
2023 Q3	$1.46M	Buy	+7,209	New	+$1.46M	1.77%	28