Pinnacle Wealth Planning Services’s Comerica CMA Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$302K	Hold
2025 Q3	$238K	Sell
2025 Q2	$250K	Buy
2025 Q1	$224K	Buy
2021 Q1	–	Sell
2020 Q4	$74K	Buy