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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $844K | Sell |
39,875
-319
| -0.8% | -$7.78K | 0.09% | 129 |
|
|
2025
Q4 | $1.02M | Sell |
40,194
-4,442
| -10% | -$98.4K | 0.11% | 98 |
|
|
2025
Q3 | $923K | Sell |
44,636
-4,267
| -9% | -$84.5K | 0.11% | 109 |
|
|
2025
Q2 | $909K | Buy |
48,903
+3,845
| +9% | +$63.6K | 0.12% | 100 |
|
|
2025
Q1 | $692K | Sell |
45,058
-6,488
| -13% | -$97.1K | 0.1% | 116 |
|
|
2024
Q4 | $685K | Sell |
51,546
-8,227
| -14% | -$107K | 0.1% | 116 |
|
|
2024
Q3 | $726K | Sell |
59,773
-1,142
| -2% | -$13.4K | 0.1% | 128 |
|
|
2024
Q2 | $652K | Sell |
60,915
-35
| -0.1% | -$364 | 0.09% | 136 |
|
|
2024
Q1 | $576K | Sell |
60,950
-413
| -0.7% | -$3.38K | 0.08% | 162 |
|
|
2023
Q4 | $484K | Buy |
61,363
+5,497
| +10% | +$39.6K | 0.08% | 183 |
|
|
2023
Q3 | $435K | Buy |
55,866
+836
| +2% | +$6.49K | 0.07% | 184 |
|
|
2023
Q2 | $433K | Buy |
55,030
+1,802
| +3% | +$13.9K | 0.07% | 193 |
|
|
2023
Q1 | $383K | Buy |
53,228
+4,530
| +9% | +$37.4K | 0.06% | 223 |
|
|
2022
Q4 | $380K | Sell |
48,698
-7,450
| -13% | -$54.3K | 0.07% | 212 |
|
|
2022
Q3 | $360K | Buy |
56,148
+7,951
| +16% | +$61.3K | 0.07% | 195 |
|
|
2022
Q2 | $366K | Buy |
48,197
+8,407
| +21% | +$66K | 0.07% | 202 |
|
|
2022
Q1 | $314K | Buy |
39,790
+442
| +1% | +$4.51K | 0.06% | 263 |
|
|
2021
Q4 | $407K | Buy |
39,348
+1,599
| +4% | +$16.8K | 0.08% | 201 |
|
|
2021
Q3 | $390K | Sell |
37,749
-3,135
| -8% | -$31.2K | 0.09% | 189 |
|
|
2021
Q2 | $394K | Sell |
40,884
-3,959
| -9% | -$40.4K | 0.1% | 182 |
|
|
2021
Q1 | $459K | Sell |
44,843
-3,158
| -7% | -$27.7K | 0.12% | 137 |
|
|
2020
Q4 | $383K | Sell |
48,001
-6,139
| -11% | -$41.1K | 0.09% | 147 |
|
|
2020
Q3 | $271K | Buy |
54,140
+9,524
| +21% | +$52.6K | 0.09% | 181 |
|
|
2020
Q2 | $253K | Buy |
44,616
+3,947
| +10% | +$20.6K | 0.08% | 180 |
|
|
2020
Q1 | $183K | Buy |
40,669
+1,916
| +5% | +$14.8K | 0.09% | 198 |
|
|
2019
Q4 | $368K | Buy |
38,753
+19,266
| +99% | +$166K | 0.17% | 125 |
|
|
2019
Q3 | $143K | Sell |
19,487
-4,555
| -19% | -$32.9K | 0.08% | 192 |
|
|
2019
Q2 | $180K | Sell |
24,042
-6,316
| -21% | -$49.9K | 0.11% | 163 |
|
|
2019
Q1 | $237K | Buy |
30,358
+16,426
| +118% | +$132K | 0.16% | 125 |
|
|
2018
Q4 | $100K | Sell |
13,932
-31,939
| -70% | -$257K | 0.06% | 140 |
|
|
2018
Q3 | $392K | Sell |
45,871
-5,980
| -12% | -$55.5K | 0.36% | 93 |
|
|
2018
Q2 | $498K | Sell |
51,851
-16,250
| -24% | -$176K | 0.48% | 66 |
|
|
2018
Q1 | $770K | Buy |
68,101
+56,327
| +478% | +$614K | 0.79% | 38 |
|
|
2017
Q4 | $122K | Buy |
+11,774
| New | +$114K | 0.25% | 76 |
|
Other funds holding BCS
