Pinnacle Wealth Planning Services’s ICICI Bank IBN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$683K Sell
20,313
-3,734
-16% -$126K 0.09% 139
2025
Q1
$758K Buy
24,047
+398
+2% +$12.5K 0.11% 104
2024
Q4
$706K Sell
23,649
-16,599
-41% -$496K 0.11% 112
2024
Q3
$1.2M Sell
40,248
-232
-0.6% -$6.93K 0.16% 82
2024
Q2
$1.17M Sell
40,480
-730
-2% -$21K 0.17% 84
2024
Q1
$1.09M Buy
41,210
+2,550
+7% +$67.3K 0.16% 93
2023
Q4
$922K Buy
38,660
+136
+0.4% +$3.24K 0.14% 98
2023
Q3
$891K Buy
38,524
+302
+0.8% +$6.98K 0.15% 92
2023
Q2
$882K Sell
38,222
-1,292
-3% -$29.8K 0.14% 100
2023
Q1
$853K Buy
39,514
+9,916
+34% +$214K 0.14% 107
2022
Q4
$648K Buy
29,598
+2,001
+7% +$43.8K 0.12% 124
2022
Q3
$579K Buy
27,597
+243
+0.9% +$5.1K 0.11% 125
2022
Q2
$485K Buy
27,354
+10,133
+59% +$180K 0.09% 161
2022
Q1
$326K Sell
17,221
-319
-2% -$6.04K 0.06% 252
2021
Q4
$347K Buy
17,540
+6,258
+55% +$124K 0.07% 230
2021
Q3
$213K Hold
11,282
0.05% 318
2021
Q2
$193K Hold
11,282
0.04% 315
2021
Q1
$181K Buy
11,282
+231
+2% +$3.71K 0.05% 306
2020
Q4
$164K Hold
11,051
0.04% 320
2020
Q3
$109K Sell
11,051
-277
-2% -$2.73K 0.04% 261
2020
Q2
$105K Sell
11,328
-1,508
-12% -$14K 0.03% 249
2020
Q1
$109K Buy
+12,836
New +$109K 0.05% 211