Pinnacle Wealth Planning Services’s ORIX IX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Buy
2024 Q4	–	Sell
2024 Q3	$239K	Hold
2024 Q2	$229K	Hold
2024 Q1	$227K	Buy
2021 Q1	–	Sell
2020 Q4	$95K	Buy