Pinnacle Wealth Planning Services’s POSCO PKX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$145K	Buy	2,475 +366	+17%	+$22.2K	0.02%	608
2025 Q4	$112K	Buy	+2,109	New	+$111K	0.01%	717
2024 Q2	–	Sell	-2,823	Closed	-$221K	–	542
2024 Q1	$221K	Buy	2,823 +47	+2%	+$3.87K	0.03%	388
2023 Q4	$264K	Sell	2,776 -53	-2%	-$4.79K	0.04%	307
2023 Q3	$290K	Buy	2,829 +28	+1%	+$2.92K	0.05%	263
2023 Q2	$207K	Sell	2,801 -95	-3%	-$6.91K	0.03%	378
2023 Q1	$202K	Buy	+2,896	New	+$178K	0.03%	405
2022 Q3	–	Sell	-6,898	Closed	-$307K	–	434
2022 Q2	$307K	Buy	6,898 +3,284	+91%	+$181K	0.06%	242
2022 Q1	$214K	Buy	+3,614	New	+$213K	0.04%	361
2021 Q1	–	Sell	-1,932	Closed	-$120K	–	1516
2020 Q4	$120K	Buy	+1,932	New	+$103K	0.03%	401