Pinnacle Wealth Planning Services’s B&G Foods BGS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,433
| Closed | -$71.7K | – | 457 |
|
2025
Q1 | $71.7K | Buy |
+10,433
| New | +$71.7K | 0.01% | 390 |
|
2024
Q2 | – | Sell |
-10,952
| Closed | -$125K | – | 513 |
|
2024
Q1 | $125K | Buy |
10,952
+75
| +0.7% | +$858 | 0.02% | 470 |
|
2023
Q4 | $114K | Buy |
+10,877
| New | +$114K | 0.02% | 448 |
|
2021
Q1 | – | Sell |
-1,165
| Closed | -$32K | – | 527 |
|
2020
Q4 | $32K | Buy |
+1,165
| New | +$32K | 0.01% | 972 |
|