Pinnacle Wealth Planning Services’s Adaptive Biotechnologies ADPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
21,288
+6,965
| +49% | +$81.1K | 0.03% | 351 |
|
|
2025
Q1 | $106K | Hold |
14,323
| – | – | 0.02% | 381 |
|
|
2024
Q4 | $85.9K | Sell |
14,323
-18,920
| -57% | -$113K | 0.01% | 375 |
|
|
2024
Q3 | $170K | Hold |
33,243
| – | – | 0.02% | 476 |
|
|
2024
Q2 | $120K | Buy |
33,243
+18,805
| +130% | +$68.1K | 0.02% | 469 |
|
|
2024
Q1 | $46.3K | Buy |
+14,438
| New | +$46.3K | 0.01% | 505 |
|
|
2021
Q1 | – | Sell |
-2,238
| Closed | -$132K | – | 359 |
|
|
2020
Q4 | $132K | Buy |
+2,238
| New | +$132K | 0.03% | 377 |
|