Pinnacle Wealth Planning Services’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
50,328
+12,559
| +33% | +$69.8K | 0.04% | 321 |
|
|
2025
Q1 | $208K | Buy |
37,769
+2,879
| +8% | +$15.9K | 0.03% | 355 |
|
|
2024
Q4 | $171K | Buy |
34,890
+2,188
| +7% | +$10.7K | 0.03% | 359 |
|
|
2024
Q3 | $137K | Buy |
32,702
+484
| +2% | +$2.02K | 0.02% | 489 |
|
|
2024
Q2 | $136K | Buy |
32,218
+58
| +0.2% | +$245 | 0.02% | 456 |
|
|
2024
Q1 | $128K | Sell |
32,160
-16
| -0% | -$64 | 0.02% | 469 |
|
|
2023
Q4 | $111K | Buy |
32,176
+45
| +0.1% | +$155 | 0.02% | 454 |
|
|
2023
Q3 | $110K | Sell |
32,131
-228
| -0.7% | -$782 | 0.02% | 409 |
|
|
2023
Q2 | $99.3K | Sell |
32,359
-6,084
| -16% | -$18.7K | 0.02% | 432 |
|
|
2023
Q1 | $108K | Buy |
38,443
+386
| +1% | +$1.09K | 0.02% | 431 |
|
|
2022
Q4 | $108K | Sell |
38,057
-27,605
| -42% | -$78.4K | 0.02% | 394 |
|
|
2022
Q3 | $145K | Buy |
65,662
+26,775
| +69% | +$59.1K | 0.03% | 343 |
|
|
2022
Q2 | $87K | Buy |
38,887
+1,514
| +4% | +$3.39K | 0.02% | 386 |
|
|
2022
Q1 | $96K | Buy |
37,373
+574
| +2% | +$1.47K | 0.02% | 403 |
|
|
2021
Q4 | $94K | Sell |
36,799
-11,934
| -24% | -$30.5K | 0.02% | 396 |
|
|
2021
Q3 | $138K | Sell |
48,733
-182
| -0.4% | -$515 | 0.03% | 344 |
|
|
2021
Q2 | $139K | Buy |
48,915
+13,874
| +40% | +$39.4K | 0.03% | 326 |
|
|
2021
Q1 | $102K | Buy |
35,041
+71
| +0.2% | +$207 | 0.03% | 322 |
|
|
2020
Q4 | $89K | Sell |
34,970
-2,830
| -7% | -$7.2K | 0.02% | 523 |
|
|
2020
Q3 | $96K | Buy |
37,800
+1,507
| +4% | +$3.83K | 0.03% | 262 |
|
|
2020
Q2 | $90K | Sell |
36,293
-2,193
| -6% | -$5.44K | 0.03% | 254 |
|
|
2020
Q1 | $87K | Buy |
38,486
+28,339
| +279% | +$64.1K | 0.04% | 220 |
|
|
2019
Q4 | $31K | Buy |
+10,147
| New | +$31K | 0.01% | 244 |
|