Pinnacle Wealth Planning Services’s PTC PTC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PTC Stock Details PTC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$141K	Buy
2024 Q4	–	Sell
2024 Q3	$232K	Buy
2024 Q2	$233K	Hold
2024 Q1	$242K	Sell
2023 Q4	$225K	Buy
2021 Q1	–	Sell
2020 Q4	$14K	Buy