Pinnacle Wealth Planning Services’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $923K | Sell |
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|
2025
Q2 | $909K | Buy |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $652K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $459K | Sell |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $271K | Buy |
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|
2020
Q2 | $253K | Buy |
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|
2020
Q1 | $183K | Buy |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $143K | Sell |
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|
2019
Q2 | $180K | Sell |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $100K | Sell |
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|
2018
Q3 | $392K | Sell |
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|
2018
Q2 | $498K | Sell |
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|
2018
Q1 | $770K | Buy |
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|
2017
Q4 | $122K | Buy |
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