Pinnacle Wealth Planning Services’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$156K	Buy	290 +3	+1%	+$1.69K	0.02%	571
2025 Q4	$165K	Buy	+287	New	+$161K	0.02%	543
2024 Q4	–	Sell	-380	Closed	-$222K	–	501
2024 Q3	$222K	Buy	+380	New	+$206K	0.03%	426
2024 Q2	–	Sell	-378	Closed	-$212K	–	537
2024 Q1	$212K	Hold	378	–	–	0.03%	408
2023 Q4	$214K	Buy	+378	New	+$195K	0.03%	379
2023 Q2	–	Sell	-394	Closed	-$221K	–	493
2023 Q1	$221K	Buy	+394	New	+$208K	0.04%	353
2022 Q4	–	Sell	-578	Closed	-$244K	–	476
2022 Q3	$244K	Buy	578 +3	+0.5%	+$1.37K	0.05%	282
2022 Q2	$237K	Buy	575 +127	+28%	+$55.3K	0.04%	301
2022 Q1	$225K	Buy	+448	New	+$232K	0.04%	344
2021 Q1	–	Sell	-231	Closed	-$103K	–	1336
2020 Q4	$103K	Buy	+231	New	+$90.6K	0.02%	453