PWM
XYZ

Pinnacle Wealth Management’s Block, Inc. XYZ Stock Holding History

Pinnacle Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,013
Closed -$1.79M – 77
2024
Q4 		$1.79M Buy
+21,013
New +$1.79M 1.99% 28