Pinnacle Wealth Planning Services’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77.7K	Sell	491 -95	-16%	-$17.5K	0.01%	950
2025 Q4	$148K	Buy	+586	New	+$141K	0.02%	593
2025 Q3	–	Sell	-539	Closed	-$218K	–	493
2025 Q2	$218K	Buy	539 +21	+4%	+$8.79K	0.03%	397
2025 Q1	$217K	Sell	518 -4	-0.8%	-$1.97K	0.03%	340
2024 Q4	$253K	Sell	522 -159	-23%	-$82K	0.04%	301
2024 Q3	$345K	Buy	681 +1	+0.1%	+$481	0.05%	259
2024 Q2	$305K	Sell	680 -1	-0.1%	-$445	0.04%	288
2024 Q1	$325K	Hold	681	–	–	0.05%	279
2023 Q4	$307K	Buy	681 +1	+0.1%	+$399	0.05%	264
2023 Q3	$234K	Hold	680	–	–	0.04%	321
2023 Q2	$238K	Hold	680	–	–	0.04%	320
2023 Q1	$222K	Sell	680 -10	-1%	-$3.31K	0.04%	352
2022 Q4	$232K	Buy	+690	New	+$223K	0.04%	322
2022 Q1	–	Sell	-631	Closed	-$211K	–	459
2021 Q4	$211K	Buy	+631	New	+$203K	0.04%	354
2021 Q1	–	Sell	-604	Closed	-$97K	–	1138
2020 Q4	$97K	Buy	+604	New	+$87K	0.02%	480