Pinnacle Wealth Planning Services’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$212K	Buy	+2,373	New	+$212K	0.03%	408
2023 Q1	–	Sell	-3,666	Closed	-$225K	–	494
2022 Q4	$225K	Buy	+3,666	New	+$225K	0.04%	334
2021 Q1	–	Sell	-2,040	Closed	-$90K	–	1362
2020 Q4	$90K	Buy	+2,040	New	+$90K	0.02%	517