PWPS
Pinnacle Wealth Planning Services’s Gorman-Rupp GRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Hold |
20,638
| – | – | 0.1% | 125 |
|
|
2025
Q1 | $724K | Buy |
20,638
+4,422
| +27% | +$155K | 0.11% | 111 |
|
|
2024
Q4 | $615K | Buy |
16,216
+7,294
| +82% | +$277K | 0.09% | 131 |
|
|
2024
Q3 | $348K | Sell |
8,922
-779
| -8% | -$30.3K | 0.05% | 257 |
|
|
2024
Q2 | $356K | Buy |
9,701
+500
| +5% | +$18.4K | 0.05% | 244 |
|
|
2024
Q1 | $364K | Hold |
9,201
| – | – | 0.05% | 249 |
|
|
2023
Q4 | $327K | Hold |
9,201
| – | – | 0.05% | 251 |
|
|
2023
Q3 | $303K | Sell |
9,201
-2,733
| -23% | -$89.9K | 0.05% | 251 |
|
|
2023
Q2 | $344K | Sell |
11,934
-250
| -2% | -$7.21K | 0.06% | 236 |
|
|
2023
Q1 | $305K | Hold |
12,184
| – | – | 0.05% | 264 |
|
|
2022
Q4 | $312K | Sell |
12,184
-5,557
| -31% | -$142K | 0.06% | 256 |
|
|
2022
Q3 | $422K | Sell |
17,741
-5,253
| -23% | -$125K | 0.08% | 168 |
|
|
2022
Q2 | $651K | Buy |
22,994
+2,852
| +14% | +$80.7K | 0.12% | 118 |
|
|
2022
Q1 | $723K | Hold |
20,142
| – | – | 0.13% | 121 |
|
|
2021
Q4 | $897K | Buy |
20,142
+1,621
| +9% | +$72.2K | 0.18% | 86 |
|
|
2021
Q3 | $663K | Buy |
18,521
+746
| +4% | +$26.7K | 0.15% | 105 |
|
|
2021
Q2 | $612K | Sell |
17,775
-2,047
| -10% | -$70.5K | 0.14% | 110 |
|
|
2021
Q1 | $656K | Hold |
19,822
| – | – | 0.17% | 94 |
|
|
2020
Q4 | $643K | Sell |
19,822
-22,939
| -54% | -$744K | 0.15% | 93 |
|
|
2020
Q3 | $1.26M | Sell |
42,761
-3,036
| -7% | -$89.5K | 0.42% | 43 |
|
|
2020
Q2 | $1.42M | Hold |
45,797
| – | – | 0.46% | 40 |
|
|
2020
Q1 | $1.43M | Buy |
45,797
+40,008
| +691% | +$1.25M | 0.68% | 31 |
|
|
2019
Q4 | $217K | Hold |
5,789
| – | – | 0.1% | 197 |
|
|
2019
Q3 | $201K | Buy |
+5,789
| New | +$201K | 0.11% | 182 |
|
|
2018
Q4 | – | Sell |
-5,789
| Closed | -$211K | – | 165 |
|
|
2018
Q3 | $211K | Hold |
5,789
| – | – | 0.19% | 158 |
|
|
2018
Q2 | $203K | Buy |
+5,789
| New | +$203K | 0.2% | 164 |
|