Pinnacle Wealth Planning Services’s Adams Diversified Equity Fund ADX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ADX Stock Details ADX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$73.6K	Buy
2023 Q3	–	Sell
2023 Q2	$171K	Sell
2023 Q1	$162K	Buy
2021 Q1	–	Sell
2020 Q4	$124K	Buy