Pinnacle Wealth Planning Services’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $206K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Sell |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $26K | Buy |
|