Pinnacle Wealth Planning Services’s Box BOX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BOX Stock Details BOX Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$157K	Buy
2023 Q1	–	Sell
2022 Q4	$278K	Buy
2022 Q3	$213K	Buy
2022 Q2	$217K	Buy
2022 Q1	$236K	Buy
2021 Q1	–	Sell
2020 Q4	$39K	Buy