Pinnacle Wealth Planning Services’s CVB Financial CVBF Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$147K	Buy
2024 Q4	–	Sell
2024 Q3	$179K	Sell
2024 Q2	$176K	Sell
2024 Q1	$182K	Buy
2023 Q4	$205K	Hold
2023 Q3	$169K	Hold
2023 Q2	$135K	Buy
2021 Q1	–	Sell
2020 Q4	$5K	Buy