PWPS
Pinnacle Wealth Planning Services’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,057
| Closed | -$422K | – | 455 |
|
|
2025
Q1 | $422K | Buy |
1,057
+32
| +3% | +$12.8K | 0.06% | 192 |
|
|
2024
Q4 | $368K | Sell |
1,025
-574
| -36% | -$206K | 0.06% | 208 |
|
|
2024
Q3 | $553K | Sell |
1,599
-29
| -2% | -$10K | 0.08% | 173 |
|
|
2024
Q2 | $478K | Sell |
1,628
-231
| -12% | -$67.8K | 0.07% | 190 |
|
|
2024
Q1 | $620K | Buy |
1,859
+6
| +0.3% | +$2K | 0.09% | 146 |
|
|
2023
Q4 | $539K | Sell |
1,853
-125
| -6% | -$36.4K | 0.08% | 165 |
|
|
2023
Q3 | $641K | Buy |
1,978
+106
| +6% | +$34.4K | 0.11% | 123 |
|
|
2023
Q2 | $646K | Sell |
1,872
-107
| -5% | -$36.9K | 0.1% | 128 |
|
|
2023
Q1 | $624K | Sell |
1,979
-26
| -1% | -$8.2K | 0.1% | 139 |
|
|
2022
Q4 | $602K | Sell |
2,005
-22
| -1% | -$6.6K | 0.11% | 133 |
|
|
2022
Q3 | $543K | Buy |
2,027
+67
| +3% | +$17.9K | 0.1% | 130 |
|
|
2022
Q2 | $529K | Buy |
1,960
+169
| +9% | +$45.6K | 0.1% | 146 |
|
|
2022
Q1 | $583K | Buy |
1,791
+253
| +16% | +$82.4K | 0.11% | 143 |
|
|
2021
Q4 | $463K | Buy |
1,538
+78
| +5% | +$23.5K | 0.09% | 161 |
|
|
2021
Q3 | $417K | Buy |
1,460
+114
| +8% | +$32.6K | 0.09% | 170 |
|
|
2021
Q2 | $322K | Buy |
1,346
+47
| +4% | +$11.2K | 0.07% | 214 |
|
|
2021
Q1 | $299K | Buy |
1,299
+275
| +27% | +$63.3K | 0.08% | 216 |
|
|
2020
Q4 | $217K | Sell |
1,024
-121
| -11% | -$25.6K | 0.05% | 257 |
|
|
2020
Q3 | $237K | Buy |
+1,145
| New | +$237K | 0.08% | 200 |
|
|
2020
Q1 | – | Sell |
-988
| Closed | -$205K | – | 239 |
|
|
2019
Q4 | $205K | Sell |
988
-67
| -6% | -$13.9K | 0.1% | 213 |
|
|
2019
Q3 | $204K | Buy |
+1,055
| New | +$204K | 0.11% | 179 |
|