PWPS
PLXS icon

Pinnacle Wealth Planning Services’s Plexus PLXS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145K Buy
717
+26
+4% +$4.94K 0.02% 605
2025
Q4 		$102K Buy
+691
New +$101K 0.01% 781
2021
Q1 		– Sell
-168
Closed -$13K – 1525
2020
Q4 		$13K Buy
+168
New +$12.5K ﹤0.01% 1313

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DGI
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VCM
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State Street
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BNP Paribas Asset Management
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Geode Capital Management
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EARNEST Partners
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