Pinnacle Wealth Planning Services’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$525K	Buy	1,400 +4	+0.3%	+$1.5K	0.07%	189
2025 Q1	$457K	Buy	1,396 +17	+1%	+$5.56K	0.07%	179
2024 Q4	$450K	Buy	+1,379	New	+$450K	0.07%	171
2021 Q1	–	Sell	-85	Closed	-$9K	–	1245
2020 Q4	$9K	Buy	+85	New	+$9K	﹤0.01%	1426