Pinnacle Wealth Planning Services’s Cedar Fair FUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$151K Buy
2024
Q4
Sell
2024
Q3
$257K Buy
2024
Q2
$327K Buy
2024
Q1
$252K Hold
2023
Q4
$240K Hold
2023
Q3
$223K Hold
2023
Q2
$241K Hold
2023
Q1
$275K Hold
2022
Q4
$249K Buy
2022
Q3
$210K Hold
2022
Q2
$225K Hold
2022
Q1
$281K Sell
2021
Q4
$506K Buy
2021
Q3
$237K Hold
2021
Q2
$229K Hold
2021
Q1
$254K Sell
2020
Q4
$213K Buy