Pinnacle Wealth Planning Services’s Helix Energy Solutions HLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.15K	Buy	521 +79	+18%	+$672	﹤0.01%	2256
2025 Q4	$2.77K	Buy	+442	New	+$2.94K	﹤0.01%	2416
2024 Q4	–	Sell	-10,181	Closed	-$113K	–	466
2024 Q3	$113K	Hold	10,181	–	–	0.02%	501
2024 Q2	$122K	Hold	10,181	–	–	0.02%	468
2024 Q1	$110K	Hold	10,181	–	–	0.02%	479
2023 Q4	$105K	Hold	10,181	–	–	0.02%	457
2023 Q3	$114K	Hold	10,181	–	–	0.02%	406
2023 Q2	$75.1K	Sell	10,181 -101	-1%	-$718	0.01%	438
2023 Q1	$79.6K	Buy	10,282 +63	+0.6%	+$492	0.01%	447
2022 Q4	$75.4K	Sell	10,219 -22	-0.2%	-$132	0.01%	414
2022 Q3	$40K	Sell	10,241 -336	-3%	-$1.27K	0.01%	400
2022 Q2	$33K	Hold	10,577	–	–	0.01%	417
2022 Q1	$51K	Buy	10,577 +336	+3%	+$1.38K	0.01%	423
2021 Q4	$32K	Buy	+10,241	New	+$37.8K	0.01%	427