Pinnacle Wealth Planning Services’s Alexander & Baldwin ALEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,538	Closed	-$52.4K	–	2740
2025 Q4	$52.4K	Buy	+2,538	New	+$44.1K	0.01%	1165
2021 Q1	–	Sell	-3,104	Closed	-$54K	–	395
2020 Q4	$54K	Buy	+3,104	New	+$45.3K	0.01%	753

Other funds holding ALEX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALEX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 2,538 shares — an estimated $52.4K sold.

Pinnacle Wealth Planning Services first reported a position in ALEX in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q4 2020. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 2,538 Alexander & Baldwin shares in Q1 2026, an estimated $52.4K.
Pinnacle Wealth Planning Services first reported a position in Alexander & Baldwin in Q4 2020 and held it in 2 quarters.
Pinnacle Wealth Planning Services's Alexander & Baldwin position peaked at $54K in Q4 2020.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.