Pinnacle Wealth Planning Services’s Comerica CMA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$250K	Buy	4,196 +402	+11%	+$24K	0.03%	348
2025 Q1	$224K	Buy	+3,794	New	+$224K	0.03%	331
2021 Q1	–	Sell	-1,317	Closed	-$74K	–	658
2020 Q4	$74K	Buy	+1,317	New	+$74K	0.02%	606