Pinnacle Wealth Planning Services’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Buy |
48,903
+3,845
| +9% | +$71.5K | 0.12% | 100 |
|
|
2025
Q1 | $692K | Sell |
45,058
-6,488
| -13% | -$99.7K | 0.1% | 116 |
|
|
2024
Q4 | $685K | Sell |
51,546
-8,227
| -14% | -$109K | 0.1% | 116 |
|
|
2024
Q3 | $726K | Sell |
59,773
-1,142
| -2% | -$13.9K | 0.1% | 128 |
|
|
2024
Q2 | $652K | Sell |
60,915
-35
| -0.1% | -$375 | 0.09% | 136 |
|
|
2024
Q1 | $576K | Sell |
60,950
-413
| -0.7% | -$3.9K | 0.08% | 162 |
|
|
2023
Q4 | $484K | Buy |
61,363
+5,497
| +10% | +$43.3K | 0.08% | 183 |
|
|
2023
Q3 | $435K | Buy |
55,866
+836
| +2% | +$6.51K | 0.07% | 184 |
|
|
2023
Q2 | $433K | Buy |
55,030
+1,802
| +3% | +$14.2K | 0.07% | 193 |
|
|
2023
Q1 | $383K | Buy |
53,228
+4,530
| +9% | +$32.6K | 0.06% | 223 |
|
|
2022
Q4 | $380K | Sell |
48,698
-7,450
| -13% | -$58.1K | 0.07% | 212 |
|
|
2022
Q3 | $360K | Buy |
56,148
+7,951
| +16% | +$51K | 0.07% | 194 |
|
|
2022
Q2 | $366K | Buy |
48,197
+8,407
| +21% | +$63.8K | 0.07% | 202 |
|
|
2022
Q1 | $314K | Buy |
39,790
+442
| +1% | +$3.49K | 0.06% | 261 |
|
|
2021
Q4 | $407K | Buy |
39,348
+1,599
| +4% | +$16.5K | 0.08% | 199 |
|
|
2021
Q3 | $390K | Sell |
37,749
-3,135
| -8% | -$32.4K | 0.09% | 188 |
|
|
2021
Q2 | $394K | Sell |
40,884
-3,959
| -9% | -$38.2K | 0.09% | 176 |
|
|
2021
Q1 | $459K | Sell |
44,843
-3,158
| -7% | -$32.3K | 0.12% | 135 |
|
|
2020
Q4 | $383K | Sell |
48,001
-6,139
| -11% | -$49K | 0.09% | 145 |
|
|
2020
Q3 | $271K | Buy |
54,140
+9,524
| +21% | +$47.7K | 0.09% | 180 |
|
|
2020
Q2 | $253K | Buy |
44,616
+3,947
| +10% | +$22.4K | 0.08% | 179 |
|
|
2020
Q1 | $183K | Buy |
40,669
+1,916
| +5% | +$8.62K | 0.09% | 197 |
|
|
2019
Q4 | $368K | Buy |
38,753
+19,266
| +99% | +$183K | 0.17% | 124 |
|
|
2019
Q3 | $143K | Sell |
19,487
-4,555
| -19% | -$33.4K | 0.08% | 192 |
|
|
2019
Q2 | $180K | Sell |
24,042
-6,316
| -21% | -$47.3K | 0.11% | 163 |
|
|
2019
Q1 | $237K | Buy |
30,358
+16,426
| +118% | +$128K | 0.16% | 125 |
|
|
2018
Q4 | $100K | Sell |
13,932
-31,939
| -70% | -$229K | 0.06% | 140 |
|
|
2018
Q3 | $392K | Sell |
45,871
-5,980
| -12% | -$51.1K | 0.36% | 93 |
|
|
2018
Q2 | $498K | Sell |
51,851
-16,250
| -24% | -$156K | 0.48% | 66 |
|
|
2018
Q1 | $770K | Buy |
68,101
+56,327
| +478% | +$637K | 0.79% | 38 |
|
|
2017
Q4 | $122K | Buy |
+11,774
| New | +$122K | 0.25% | 76 |
|